Individual services

CK and its staff are experienced in helping with the financial and tax aspects of individuals and their families. The rules and regulations are constantly changing and CK’s team are here to help.

We can help with:

  • Personal and family tax compliance
  • Tax and trust planning and advice
  • Trust and deceased estate administration and compliance
  • Inheritance tax planning

CK are proud to have Katy Shepherd leading the private client team, being a member of STEP (Society of Trusts and Estate Planning), she has gained the expert qualifications to best advise clients on this often complicated area.

Take a look at some our useful resources including a breakdown of tax rates and allowances.

Take a look

Katy Shepherd profile pic

Contact Katy Shepherd for more information on 01384 245246 or email katys@ckca.co.uk

Meet our team

CK is built on exceptional people who truly care. Click here to meet the team.

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