If you want to provide for your family, protect your wealth and save tax, we can help you.
We provide expert advice and support for a range of needs including tax advice, estate planning, wills, trusts, lasting powers of attorney, probate, technical training and more.
Clients trust Tax Steps for our expertise, clear and practical advice, and ability to simplify complex matters — making tax and estate planning straightforward and effective.
With a background in law and tax, plus experience in a Big 4 firm and private banking, we provide expert, clear, and client-focused tax and estate planning advice, with a transparent and pre-agreed fee structure.
OUR SERVICES
From inheritance tax planning to business structuring, our tailored tax services help you navigate complex tax matters efficiently – ensuring peace of mind, compliance and effective use of allowances, reliefs and exemptions.
Contact Us TodayOUR SERVICES
Estate planning ensures your wishes are clearly defined, protecting your loved ones and assets in the event of death, serious illness, or incapacity.
This includes wills, tax mitigation, LPAs, life insurance, pensions, death benefit nominations, protection policies, shareholder agreements, guardianship, funeral arrangements, and your digital estate.
Everyone should have an estate plan – a plan made in advance – to specify who, what and when, in respect of how things should happen on your death, or if you suffer a serious illness or incapacity.
Start PlanningOUR SERVICES
Wills, trusts and Lasting Powers of Attorney ensure your wishes are recorded, your assets are protected, and your loved ones are cared for—whatever the future holds.
Contact Us TodayWhatever your age, marital status, family situation and financial circumstances, it is important that you have a Will. We also ensure that your will is tax efficient.
The use of trusts can be a useful option to provide various benefits and protection for you and your family, in appropriate circumstances.
A Lasting Power of Attorney (LPA) allows your loved ones to take care of you and your finances if you become unable to do so yourself.
OUR SERVICES
Dealing with a person’s estate after their death, in what is a difficult and emotional time, can be a daunting and complicated process.
We have connections with professional providers in this area, in addition to our own knowledge and experience, and would be happy to assist you to achieve a speedy and stress-free administration of your loved one’s estate.
Contact Us TodayOUR SERVICES
We have over 20 years’ experience of designing and delivering exam courses (STEP, CTA, ATT, ACA, ACCA) and CPD training in tax, trusts, wills and probate.
Clients include professional bodies, exam training companies, CPD providers, professional firms and universities.
Contact Us TodayTRANSPARENT COSTS
We provide clear, upfront pricing with no hidden costs. We usually charge on a fixed fee basis. Our transparent approach ensures you know exactly what to expect.
We believe in complete transparency when it comes to fees, ensuring there are no surprises. Our fees are always discussed and agreed upon in advance, tailored to the nature of the engagement. Depending on your specific needs, we can offer pricing on an hourly rate basis. Our goal is to deliver expert advice and other services with integrity and value, ensuring you receive a high-quality client service at a cost that is clear from the outset.
Contact Us TodayTESTIMONIALS
Don’t just take our word for it — hear from the individuals, fellow professional advisers, businesses and other clients who have trusted us with their tax and estate planning needs and requirements. Their experiences reflect our commitment to providing expert guidance and exceptional service.
Contact Us TodayI have been working with Michael in a professional capacity since 2000. He is extremely knowledgeable and takes time to focus on what a client wants to achieve and is very clear in explaining the options and delivering suitable client recommendations. I regularly refer clients to Michael as a I trust his advice.
KO
I’ve studied for CTA and STEP and Michael was the best tutor I’ve ever had.
DD
I would have no hesitation in recommending Michael to assist with tax advice
CM
Really impressed – Michael made something that could have been very complicated – Wills and Powers of Attorney - into something simple, easy and even fun! I highly recommend his services.
AF
Michael’s expertise in the area of taxation is unrivalled and is delivered in a clearly understandable format, which is a rare combination indeed. He is able to assess current situations and anticipate future needs, to ensure that his guidance is robust.
AP
Michael created an extensive and thorough report, which proved invaluable in helping me understand everything. His advice proved to be clear and very useful
KT
Our employees are really engaged in the sessions, they find Michael knowledgeable and fun. This has been across all our sessions so far, and we are looking forward to having him back for more.
SE
Ready to secure your future with expert tax advice and/or estate planning? We're here to help. Whether you have a question or want to schedule a consultation, contact us today and start planning, for peace of mind. Don’t put it off any longer!
Contact Us Today