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Quote request from an individual in NP15

Created on
Sat 01 November 2014 11:00am
Region
NP15
Type
Individual
Both my wife and I are retired and pay taxes both on income and various savings accounts, all being taxed at source. Several years ago the IR wrote to us indicating that we were not required to submit tax returns unless there were material changes in our affairs. We both have substantial investments managed by a Best Invest financial consultant but don't receive any tax advise. All the investments are fully tax wrapped. The IR have been notified if we have sold any investments that may be subject to capital gains tax. To date we have not paid any capital gains tax primarily as a result of applying top slicing over the life of any investment sold . I feel it would be useful to check out and have an independent professional view of our are tax affairs to ensure we are fully compliant. I feel we could achieve this at a realistic price with a tax expert in our area. Please advise suitable consultants.

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