Experienced Personal Tax & Financial Advisors

Tax & Financial Planning Services for Individuals

Personal tax and financial planning services are more than just a tick box exercise. They could help you understand your position, make informed decisions, and plan ahead with greater confidence.

Kirk Rice provides personal tax services and financial planning for individuals. Our experienced team uses up-to-date technology and focuses on regular, clear communication. This helps to ensure your tax affairs are handled accurately and your financial plans are aligned with your goals.

With tax specialists and independent financial planners under one roof, Kirk Rice brings joined-up expertise across tax and financial planning:

If you’d like support with your personal tax and financial planning, contact info@kirkrice.co.uk.

Our Personal Tax & Financial Planning Services

Click the links below to learn more about our tax and financial planning services.

When should I seek professional help with my tax return?

Professional advice is often appropriate where tax matters become more complex or where you are unsure whether all income, gains, and reliefs have been reported correctly. This often includes situations involving capital gains, inheritance tax planning, or overseas income.

When do I need to declare earnings or gains from abroad?

When do I need to pay Capital Gains Tax?

Our Team

Meet our tax & financial planning experts.

Richard joined Kirk Rice in 2024 having spent 15 years as a tax partner at Rice Associates. He advises clients from individual business owners to large corporate clients. Outside of work he enjoys outdoor life including running, cycling, and swimming plus spending time with his family. Richard Somerville Partner - Tax Thames Valley
Hadley looks after personal tax matters for many of our clients, as well as the tax compliance obligations for the estates of deceased individuals. He joined the firm in 2004, and is a Fellow of the Association of Taxation Technicians. Hadley is married with two daughters, is a church organist, pianist and singer. Hadley Baldock Partner - Tax West London
Michael started in retail management, before moving into a Financial Planning career. Before joining Kirk Rice, his experience spanned many years as a trusted advisor to business owners and private individuals in the insurance and banking industries. Michael is passionate about serving clients who are looking for truly independent advice that puts their interests first. Michael Powell Partner - Financial Planning North Hampshire
Lisa joined Kirk Rice Financial Services department in 2017; with 10 years of industry experience gained over numerous roles. Her background of paraplanning has led to a natural progression into the Financial Planner role. Outside of work she loves cooking, being at home, going to the gym and making memories spending quality time with her son, husband, family and friends. Lisa Smith Financial Planner Thames Valley
Toby joined us in as Financial Planner in 2025. Bringing extensive experience, his most recent role was with Price Ferguson in Guildford. When he’s not at work, Toby is loves to spend time with his family and is kept very busy by his two young children. Toby Clements Financial Planner Thames Valley

Simon Papworth

I have used Kirk Rice for nearly 20 years, for two businesses, numerous purchases of other businesses and two business sales, all our personal Tax and a tremendous amount of business and personal advice. My number one place to get advice from, and a trusted advisor.

stephen fox

I would highly recommend Jane Page We had an extensive tax return including pensions sale of property abroad rental income and earnings Jane explained very clearly and precisely the return and how it was calculated .. We had plenty of time to get the information and Jane was always on hand to explain the next step Thanks Stephen

Paterson MB

Kirk Rice's accountants have been patient, thorough, and knowledgable in helping me with my tax return.

Guy

I have been using Kirk Rice for over 20 years for my personal tax returns. The team provide me with a clear layout of items, so I fully understand how my tax bill is calculated, with all the relevant tax allowances included. If I have any queries on the figures (which is very rare), they are always keen to explain how the figures were calculated. I highly recommend Kirk Rice’s services …. Good to know I have fully verified records being sent to the HMRC.

Len Ve

I have been a client of Kirk Rice LLP for almost 20 years and always appreciated their very professional, efficient and timely assistance in all matters of personal taxation. Their advisers are very friendly and capable to discuss and explain rather complex issues in clear terms.

Nalini Patel

The Kirk Rice team are very professional, we have used the Financial Advisory and Tax Advice teams and are very pleased with the service provided. They were also great at chasing us for information without being too pushy!

ian turner

I have dealt with Kirk Rice over the last 20 years with various companies that I have been involved with, I have always found them to be proactive and knowledgeable in all elements of taxation corporate and personal affairs.

Louise Bradford

Amanda has been dealing with my tax issues for the past few years, and has made the whole experience totally stress free with her efficiency, knowledge and can do attitude. They are simply a lovley company to deal with. Bev T

Rob Ambler

I have been using Kirk Rice for over ten years, to handle both personal (Amanda Giles) and corporate tax affairs (Sarah Goodwin). I have always found them friendly and efficient, and their advice has been excellent.

Matt Bishop

I have been very well looked after by Amanda Giles and the rest of the Kirk Rice team for many years now. They always sort out my tax return efficiently, promptly, and courteously, and I would therefore have no hesitation whatsoever in recommending them.

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Contact Kirk Rice

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Experienced Personal Tax & Financial Advisors

Tax & Financial Planning Services for Individuals

Our Personal Tax & Financial Planning Services

Personal Tax Advice

International Tax Advice

Tax Compliance

Financial Planning

Trusts Advisory

Latest tax tables

How can we help you? Enquire now using the form, or call us on the numbers below.

Thames Valley

North Hampshire

Central London

South West London

If you have any questions, please get in touch

Frequently asked questions

When should I seek professional help with my tax return?

When do I need to declare earnings or gains from abroad?

When do I need to pay Capital Gains Tax?

Our Team