Belinda went to see an 87 year old house bound lady last week about her tax return. She has a large investment portfolio with a bank and for several years they have been doing her tax return for her through their Personal Tax Service. We are pretty appalled at the excessive fee that they have been charging for this!
The banks have now decided that they are no longer offering this service as it’s not cost effective for them. Fortunately for this lovely lady one of our clients put her in touch with us.
If you know of anyone within your family or friends who need this service then please do pass on our details as they probably don’t use a computer to look for help. We don’t overcharge and can offer a home visit to collect the information from them if required.