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Tax compliance

Tax planning and compliance

Tax is an inevitable part of life and is often relevant at the time of death too.  Tax evasion is illegal, but it is perfectly legitimate to try and reduce tax liability by planning within the laws in force at the time.  Tax needn’t hurt as much as it might.

The areas we work with most include:

  • Tax returns for individuals, dealing with both income tax and capital gains tax.
  • Tax returns for Trusts, both ongoing, at creation and on wind up.
  • Tax returns during the administration of a deceased person's estate.
  • Tax returns required for stamp duty land tax on the purchase of property.


Stuart Morton

Stuart Morton

Grown up kids to the left of me. Fragile parents to the right. Never mind a growing brood of grandchildren and Ellen, my wife with burgeoning business stresses. Just your average modern family trying to get by I suppose.

The benefits of Morton Fraser 

At Morton Fraser, our clear, in-depth knowledge of the law, coupled with an understanding of your circumstances and wishes, can protect your family and any other dependants from the impact of Income Tax, Capital Gains Tax and Inheritance Tax.    If you have accrued wealth and assets, or hope to do so, it is in your best interests to embark on a clearly outlined tax planning strategy at the earliest opportunity.   

We have a team of legal, tax and financial advisers whose combined expertise will guide you through the complexities of tax planning.  We can also do your tax compliance work, making sure that your annual tax return is accurate and submitted on time. We can organise legal structures to help your circumstances, for example Wills and Trusts.  Regulated by the Financial Conduct Authority, we are Independent Financial Advisers as well, which enables us to complete a whole market review. We can advise and set up tax efficient financial products, potentially saving you money while protecting your assets


We can help you:

  • Formulate a tax planning strategy which meets your objectives
  • Complete your annual tax return
  • Find ways to minimise your Income Tax liabilities
  • Structure your assets to minimise the impact of Capital Gains Tax and Inheritance Tax
  • Set up appropriate Wills, Trusts, Companies and Partnerships
  • Access and pass on pension plans in a tax efficient way

Our approach to fees

In almost all cases, we will be able to give you a fixed fee quote before we start any work for you.  Occasionally this is not possible because it is not clear exactly what will be involved.  In that situation, we will give you a clear indication of the likely cost and establish a more defined scope of work as quickly as possible.