Tax Consultancy – Clergy

Leave all your tax correspondence in our capable hands.

BWMacfarlane is proud to have assisted a large portfolio of clergy clients for over 30 years. Having dedicated specialists in clergy taxation we can help you with all aspects of Self Assessment and Working Tax Credits.

We are based in the commercial heart of Liverpool and have grown our business over the years through building strong and loyal relationships.

Our specialist team is headed by the Principal of the Firm, Peter Taaffe and prides itself in both the quality and the personal nature of the tax service our clergy clients have been enjoying for years.

The services we can offer are far ranging:

• We are able to assist in the preparation and on-line submission of annual Self Assessment Tax Returns
• We can offer advice on working tax credits and prepare any necessary forms
• We can assist with charitable giving
• We can deal with any queries raised by the HM Revenue & Customs on your behalf
• We undertake an annual financial health check to ensure your affairs are in order
• We offer Inheritance tax advice and have good links with local solicitors who can prepare wills and powers of attorney
• We also have tried and tested links with local independent financial advisors who are able to assist our clergy clients with their investment, pension, insurance and mortgage needs
• We offer all our clients regular tax updates and newsletters
• We can offer assistance in the preparation of Estate Accounts and Tax Returns
• Our fees are based on an affordable fixed price each year. Of course any additional work requested by you would be subject to a separate fee, which would be agreed with you in advance.

If you think that we could help you in any way and would like to talk with one of our dedicated team please do contact us.