Individual services

David Owen & Co offer a range of bespoke accountancy and advisory services aimed at individuals. We know that everyone has different financial needs and personal goals, so we spend time with you in order to gain a thorough understanding of your circumstances and learn about your future plans, before deciding on the levels of advice and support that you need.

The services we suggest always take into account both the short-term and longer-term objectives and consequences, and are tailored to you and your families’ specific circumstances. We guarantee to support you every step of the way, with a choice of clever and strategic solutions designed to optimise your tax position, whilst meeting all the necessary compliance requirements.

We have specialists who can help and advise you across a wide spectrum of taxation, financial planning and wealth generation issues including:

Personal Tax            

Trust & Estate Management

Inheritance Tax Planning

Capital Gains Tax Planning

We specialise in
  • Agriculture

    Farming and rural businesses continue to face a variety of challenges in what is a rapidly changing industry. Our specialist team of agricultural accountancy experts deliver trusted support to increase your profitability and minimise your tax liabilities.

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  • Charities

    With a wealth of charity clients, our specialist team of charity accountants is fully up-to-date with changes in accounting, tax and other legislation which affects charitable organisations, ensuring operational effectiveness and a positive impact on your beneficiaries.

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  • Legal

    With increasing amounts of rules, regulations and legislation, our specialist team provide tailored and added value accountancy services to the legal services sector, to help you maximise tax savings, promote growth and remain compliant.

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  • Academies

    With increasing numbers of schools converting to academies, our specialist knowledge and experience ensure that academies can confidently meet their new challenges and regulatory responsibilities, and are encouraged to grow and develop in an efficient way.

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Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales