Welcome to RB Taxation Services
RB Taxation Services is a specialist practice with particular expertise in personal and capital taxation. With experience both inside and outside of HM Revenue & Customs, we are happy to advise regarding tax problems as well as to help clients with their tax returns. We welcome the opportunity to advise clients not only when they have incurred liabilities, but also when they are contemplating a transaction, want someone to review advice given already, or are simply looking ahead.
At RB Taxation Services, we aim to help clients to claim relevant deductions and to use reliefs available within the law. I try to provide tax advice, and to propose solutions, which fit the needs and personality of those involved, recognising that, even at similar stages of life, people have different aspirations and financial priorities.
About Us
The practice was established more than 25 years ago when, from premises in London, we worked for clients in both the Home Counties and the local area. Since that time, we have specialised, to some extent, in personal taxation, including advising in connection with capital gains tax and inheritance tax. Because the firm has remained a small practice, whenever you approach RB Taxation Services to discuss a need, a proposed transaction, or a tax problem, we are able to offer attention to your tax affairs at principal level.
In this connection, the firm’s principal has a background in taxation, and more than 40 years' experience in the profession. He has assisted individuals who have received an enquiry or other communication from HM Revenue & Customs, and has negotiated with HMRC on their behalf. Of course, taxation is an ever-changing field and the firm encourages continual learning and/or training in order to keep up to date.
Latest News
November 2025 Budget and subsequent events...
Although the Chancellor did not increase the basic rate of income tax, her announcements included a mixed medley of tax increases, some of the most significant being the freezing of personal tax allowances and thresholds for income tax. She also froze the nil rate bands for Inheritance Tax until 6 April 2031.
The inclusion of pension fund balances in the value of estates for IHT purposes is scheduled to take effect from April 2027.
Whether recent events will result in further changes in order to fund expenditure on defence and infrastructure remains to be seen…
Disclaimer: The material contained in this news item neither purports, nor is intended, to be advice on any particular matter. RB Taxation Services cannot accept any responsibility or liability to any person (whether a client or not), in respect of anything done or omitted to be done by any such person in reliance, whether sole or partial, upon the whole or any part of the material in this news item.
© RB Taxation Services – 19th June 2026
Our Services
Capital Gains
Computations & Reliefs
We prepare calculations or estimates based on information provided by you (this would include advice requested in connection with a prospective transaction)
we advise you regarding any relevant claims, elections or reliefs which may be available
if requested, we advise you regarding the entries required on your tax return
or, if we are preparing the return, we complete the relevant entries and prepare any necessary claims or elections
Tax Return
Completion
we prepare tax returns for a wide variety of clients: we use information provided by you or supplied by third parties in order to complete the returns for your approval
we try to ensure a high level of accuracy in order to assist you in complying with your obligations and minimise the risk of enquiries
we calculate your liabilities under self-assessment and advise you thereon
we advise you regarding any relevant claims or elections which may be needed and, from time to time, we may make suggestions to minimise future tax liabilities or improve tax-efficiency as a result of a review of your tax position
Inheritance Tax
Considerations
following a request from you, we should be happy to review your assets, how these are held and the potential liability of your estate to inheritance tax
Our review would take into account also your current needs and your current income including pensions, income from business interests, investments and/or property, as well as the estimated capital values of the assets mentioned above
we should then discuss with you possible actions which you might wish to take in order to carry out your estate plan effectively and mitigate the potential liability
if appropriate, we might refer you to financial advisers or other specialists (e.g. if legal work is required)
Negotiations with
HM Revenue & Customs
we are happy to advise you if you have received an enquiry or some other communication from HM Revenue & Customs
our approach would depend on the nature of the enquiry and this would be discussed with you
we should then need to establish any relevant facts and, if appropriate, to prepare a report or draft reply to HMRC for your approval
we should then respond and, if necessary, negotiate with HMRC on your behalf
