Welcome to Robert Fearon & Co, a specialist tax practice providing Private Clients, Trustees, Executors, Accountants, Solicitors and other professionals with compliance and tax planning advisory services, covering Income Tax, Capital Gains Tax and Inheritance Tax.

Some of our services include:

Providing tax planning advice to Private Clients on Income Tax, Capital Gains Tax and Inheritance Tax, including Will and Trust Planning.

Providing ad hoc advice to solicitors, accountants and other professionals in relation to tax as it affects their Private Client, Trust and Estate clients, offering that all important ‘second opinion’.

Providing assistance to solicitors, accountants and other professionals with the completion of Trust and Estate Accounts, Trust & Estate Self Assessment Tax Returns, Inheritance Tax Forms in relation to Trusts and Estates (IHT100, IHT205 and IHT400).

Providing Trustees and Executors with assistance in running the Trust or administering the Estate. This could involve completing all necessary accounts and tax returns or merely advising on the likely tax consequences arising through the life of the Trust or Administration Period.

A complete Private Client Service covering completion of Self Assessment Tax Returns, advising on future tax liabilities along with timely reminders on important forthcoming dates. All of this at a fixed price.

Robert Fearon  MAAT FCCA CTA TEP

Robert founded the Firm in September 2009. He was for many years Head of Private Client Services at a leading Worcester based firm, where he dealt with all aspects of tax as it impacted on Private Clients, Trusts and Estates.

He has recently gained experience with a specialist National Tax Practice, dealing with Ultra High Net Worth Individuals, Offshore Trusts, non-residents and non-domiciliaries.

“People with varying degrees of wealth need specialist tax advice, not just an accountant. The expertise I offer helps my clients make informed choices and decisions regarding their financial affairs.“

“Clients want difficult tax issues explained in language they can understand and want to build a long-lasting relationship with their advisers.”

The Firm is founded on the principle of offering a specialist tax service to those clients who want an alternative to larger local and national firms without compromising on the quality of advice or the individual service.