Personal Tax Service - KPMG United Kingdom
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Personal Tax Service

Personal Tax Service

Manage your tax affairs with confidence

Success doesn’t happen by accident. Having a goal, planning carefully and being confident to make the right decisions at the right time likely contributed to your success. It’s those same principles that need to be applied to your tax affairs.

Now is the time to take professional advice and in doing so help secure your future – and that of your family – for years to come. Whether it’s advice on significant lifestyle changes such as an international move, an inheritance receipt, helping your children buy their first home, or if you simply want to ensure that your tax affairs are properly managed, KPMG can help.

Our Personal Tax Service is an efficient, accessible and affordable digital tax service that offers high-quality, tailored tax advice built around your needs. A proactive, knowledgeable personal tax advisor from KPMG in the UK can guide you through a review of your tax affairs and leave you feeling in control.

Our services

Click on any of the service areas below to discover how KPMG can help you.

1.Inheritance tax
2.Property
3.Relocating to or from the UK
4.Domicile
5.Entrepreneurs and OMBs
6.Divorce and separation
7.Tax investigations
8.Compliance services

Our Process

Find out how our Personal Tax Service works.

01 1

Book an initial no-obligation consultation with one of our personal tax advisors at a time that suits you by emailing us at personaltaxservice@kpmg.co.uk.

02 2

Free initial 30 minute introductory call to discuss your personal circumstances and needs.

03 3

A fact sheet summarising the key matters discussed, and a proposal setting out our costs and services will be issued to you by email.

04 4

Engagement acceptance (and new client acceptance for individuals who are not existing clients of the firm).

05 5

You will be asked to complete an electronic questionnaire to provide us with full background on your relevant personal circumstances to ensure that our advice is tailored to your needs.

06 6

Our advice will be prepared and issued to you electronically within two weeks of us receiving a completed questionnaire.

07 7

You will be offered a further 30 minute call with your personal tax advisor to discuss any questions that you may have on the advice. A face-to-face meeting is available for an additional fee.

* It is envisaged that a large volume of work will be delivered remotely, with face-to-face meetings generally being reserved for the larger and more complex cases. KPMG will always be happy to accommodate requests for face-to-face meetings, however these may be subject to additional fees, which will be charged on a time and expense basis. Additional time and expense costs may be incurred where a customer requests a meeting at a location other than a UK KPMG office.

Be confident about tax

Tax can be a complex and sometimes daunting matter. KPMG can simplify and explain things in a way that is understandable and tailored to your individual needs.

“As the UK tax system becomes ever more complex, it's time to get confident about your tax affairs. Our dedicated team of tax professionals across the UK can help you with all aspects of business, personal and family tax issues.

We give you the tools to understand, plan and grasp the challenges of the tax system to put you in control today and ready for tomorrow.’

Jo Bateson
Partner, KPMG in the UK

Be confident about tax
Personalised and dedicated tax planConfident in a personalised and dedicated tax plan
The highest calibre adviceConfident in the highest calibre advice
Efficient, accessible and affordable serviceConfident in an efficient, accessible and affordable service