Personal Tax Advisors in Edinburgh
Anderson & Edwards is a firm of chartered tax advisers based in Edinburgh. We work with individuals across Scotland on everything from straightforward self-assessment returns to complex multi-year tax planning. If tax is on your mind and you’re not sure where you stand, that’s the conversation we have every day.
Getting your tax right requires strategic planning
Tax as an individual is rarely simple, even when it looks like it should be. You sell a property, someone dies, you move abroad for a few years, you start earning in a way that doesn’t fit neatly into PAYE. Suddenly you’re dealing with HMRC correspondence you don’t fully understand and obligations you didn’t know you had.
Personal Tax Services in Edinburgh and Across Scotland
Self-assessment tax returns
Prepared and submitted for you. We make sure you’re claiming everything you’re entitled to and nothing gets missed.
Capital gains tax
Selling property, shares, business assets. We calculate what’s due, identify reliefs that apply, and make sure the reporting is right.
Property tax in Scotland
Buy-to-let, rental income, selling a second home. Property tax in Scotland has its own set of complications on top of the UK-wide rules, and we know both.
Inheritance tax and estate planning
If you’ve lost someone and need to deal with the tax side of their estate, we handle that. If you’re thinking ahead about how to pass on wealth while keeping the tax down, we can plan for that too.
Pension tax, including SIPP and SASS
Tax relief on contributions, lifetime allowance issues, self-invested pensions. This is one of the areas where the right advice saves real money. We also have a dedicated pensions page if that’s specifically what brought you here.
Tax residency
Moved to or from the UK? Split your time between countries? Your tax position can get complicated quickly. We advise on residency status, and how to structure things properly.
Voluntary disclosures
If you’ve made errors on previous returns or haven’t filed when you should have, we help you sort it out with HMRC. Better to deal with it now than wait for them to come to you.
If this sounds like you, we can help
- You need a self-assessment return filed and want it done properly
- You’ve sold a property, shares, or a business and aren’t clear on what you owe
- Someone has died and you’re suddenly dealing with estate taxes (the administration period)
- You’ve been living or working abroad and your residency status is a mess
- There’s a letter from HMRC sitting on your desk that you haven’t opened yet
- You know you’re paying more tax than you should but don’t know what reliefs exist
- You’ve been putting this off. The pile is getting bigger
Speak to James about your personal tax.
James Edwards MA ATT CTA – Tax Director
Phone or email us. We’ll ask a few questions about your situation: what’s happened, what you’re dealing with, what’s worrying you. Personal tax comes from a dozen different directions so we need to understand your circumstances before we can advise. From there, we’ll book you in to meet James at our Edinburgh office.