eFinance
What are you looking for?

Personal Taxation

Take the “Tax Worry” Out of Your Life

Dafferns Private Client Services

At eFinance, we understand the complexities of managing personal finances and taxes.Our goal is to provide you with peace of mind, ensuring your tax filings and accounts are accurate and compliant.

Who We Help

  • Individuals with multiple income sources or investments
  • Trustees or executors managing estates
  • Owners of family-run businesses seeking wealth preservation and transfer strategies

Our Services

We offer comprehensive tax and financial guidance for individuals and families facing diverse challenges. Whether you need a one-time consultation or ongoing support, our Private Client team is your trusted advisor.

Partner-Led Approach

Our team is led by experienced partners who collaborate with other advisors when needed. This holistic approach ensures your wealth is managed effectively and your tax strategies align with your overall family and business goals.

Beyond the Numbers

We combine our in-depth tax knowledge with a personal touch. This allows us to understand your unique circumstances and aspirations, ensuring our services are tailored to your specific needs.

Contact us today and let us help you achieve your financial goals with confidence.

Here's what we can do for you

Tax Compliance and Returns

Ensure your income tax filings are accurate and timely.

Remuneration Planning

Optimize your salary and benefits package to maximize your income.

Family Business Support

Guide you on structuring and managing a family-owned business, including “family investment companies.”

Wealth Management

Help you navigate capital gains tax, inheritance tax, and estate planning.

Wealth Transfer Strategies

Develop effective succession plans and utilize pension structures to transfer wealth across generations.

Tax-Efficient Investment Planning

Minimize your tax burden while maximizing your investment returns.

Trust Administration

Manage ongoing trust tax implications and ensure annual compliance.

Contact us

Have any questions,
let’s connect.

An individual approach, fulfilling the wishes of the client, professional recommendations – all this we found in the company.
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