Personal Tax & Planning

By leveraging our expertise, you can ensure that you are making the most of available tax-saving opportunities.

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Ensure Your Business Stays Compliant and Efficient

At The Mgroup Partnership, we understand that navigating personal tax obligations can be complex and overwhelming. Our team of experienced accountants are here to help you manage your tax responsibilities efficiently and effectively.

Personal Tax Planning involves systematically organising your financial affairs to minimise your tax liabilities while complying with the law. This process includes analysing your income sources, potential deductions, credits, and other tax benefits you may be eligible for. By leveraging our expertise, you can ensure that you are making the most of available tax-saving opportunities.

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Key Areas we Cover

Income Tax

We help you understand your income tax obligations, including filing personal tax returns and optimising your tax code.

Capital Gains Tax (CGT)

We provide guidance on managing and reporting capital gains from the sale of assets, such as property or investments.

Inheritance Tax (IHT)

We assist in planning to minimise your inheritance tax liability, ensuring your estate is passed on according to your wishes.

Trusts

We offer advice on setting up and managing trusts to protect and manage your wealth for future generations.

Latest News

Keep up to date with the latest news & Updates from The MGroup

Jul 22 2025

Five Years On: How Business Has Changed Since COVID and How The MGroup Has Adapted

It’s been over five years since the world changed overnight. In 2020, business went remote, offices emptied and digital-first became essential. Now, in 2025, the...
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Jul 22 2025

Successful Sale of UK Logistics Firm Facilitates Retirement Exit

SFI Logistics Ltd (SFI), based in Twickenham (SW London), is one of the largest furniture installation companies in the UK and their extensive range of...
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Jul 15 2025

When Founders Fall Out: Expert Advice for a Strategic Exit

In business, relationships matter. Many companies are founded on trust, shared vision, and a handshake between friends, colleagues, or family members. But as time goes...
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Jul 08 2025

From Trainee to Partner: Why The MGroup’s Training Programme is More Than Just a First Job

We’re proud to have been recognised as a Gold ACCA Approved Employer since 2002, a status we’ve maintained for over two decades. ACCA carry out a detailed...
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Jun 25 2025

Making Tax Digital for Income Tax: What Self-Employed Professionals Need to Know Before 2026

From April 2026, significant changes are coming for individuals who are self-employed or receive income from property. As part of HMRC’s ongoing Making Tax Digital...
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Jun 17 2025

Game On: The MGroup’s Business 6-a-Side Tournament Dream Teams Are Forming, Are You In?

There’s something brewing at The MGroup and it’s not just year-end accounts. Save the date: Thursday 10th July 2025. Two teams. Two captains. One goal. Glory at...
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Jun 12 2025

Spending Review Sparks Instability – Are You Exit-Ready?

The UK Government’s recent Spending Review revealed a series of ambitious, long-term investment plans designed to shape the country’s future. From infrastructure...
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May 08 2025

Beat the Tax Rise – Exit Before April 2026

If you are a business owner with thoughts of selling or exiting your business in the next few years, there’s a crucial deadline looming that could have a significant...
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May 07 2025

How Long Does It Take to Sell a Business? A Realistic Timeline for Business Owners

Selling a business is a major milestone for any entrepreneur. Whether you're looking to retire, pivot to a new venture, or simply cash in on years of hard work, it’s...
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Apr 24 2025

🌄 We’re Taking on the Yorkshire Three Peaks for SeeSaw Oxford! 🌄

This May Bank Holiday, a team from The MGroup will be swapping calculators for crampons as we take on the Yorkshire Three Peaks Challenge in aid of SeeSaw Oxford, an...
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Jordan Lyne

Partner

Jordan has worked with various client’s over his ten years at The MGroup. The services provided range from bookkeeping, VAT returns, annual accounts and management accounts. He has been involved in recruitment of new staff members and helped move the firm on with it’s systems by creating and improving internal controls and procedures.

Jordan manages his resources efficiently to meet deadlines and where clients have specific requirements, he works closely with them to ensure these are both feasible and met in a timely manner. Jordan has clients in various sectors, ranging from international companies to smaller locally based businesses.

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j.lyne@themgroup.co.uk

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Wendy Tatham

Partner

Wendy joined the firm in 2015, after starting in finance for the NHS and then qualifying with another local firm of accountants. She brought with her experience across all areas, having previously managed payroll support, corporate and personal tax compliance and planning alongside other general practice elements.

Wendy works with clients across a range of sectors and enjoys supporting them with their statutory reporting, internal financial processes, corporate and personal tax planning and business advisory services. A key area of interest is working closely with her clients to support them with growing and restructuring their businesses to align with their long term goals.

In her spare time Wendy is the lead volunteer for Oxfordshire Scouts, supporting 95 Scouts groups across the county to deliver a fun programme of activities to young people aged 4 to 24.

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w.tatham@themgroup.co.uk

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Geoff Pinder

Corporate Finance Partner

Geoff has operated in the Mergers & Acquisitions and the corporate finance arena since 2004. He has held Executive roles leading and managing the performance and productivity of cross functional teams focused on delivering a high quality service to clients across complex portfolios.

Selling a business is a life changing event, and Geoff’s passion is working with businesses owners to help them explore the various exit options and strategies available to achieve their objectives, leading to excellent results for all stakeholders.

Geoff has been involved in over 500 deals across multiple industry sectors, working predominantly on the sell side of transactions, including sales to strategic buyers, private equity, and MBO’s.

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g.pinder@themgroup.co.uk
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Darren Green

Partner

Having grown up in North Oxfordshire, Darren joined The MGroup in 1999 as a trainee, qualified in 2003, and became a partner in 2010. Darren is best known for his ability to ‘go the extra mile’ for clients; even changing a flat tyre outside the office when it was discovered after a meeting, helping his clients to safely make their way home.

Aside from changing tyres, Darren enjoys helping clients to grow their varied and interesting businesses, and gaining insights into a wide range of sectors. In particular, he likes working within the corporate finance team, assisting with financial projections and due diligence for prospective buyers. Darren enjoys the challenging and pressurized nature of this type of work. Many of his clients are from manufacturing, technology or start-up backgrounds.

In his spare time Darren is a family man and he also enjoys sport, including football, skiing and running. He has taken part in a 26 mile walk for a cancer charity with colleague Geoff.

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d.green@themgroup.co.uk

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Peter Smith

Partner

Peter joined The MGroup in 1990 and became a partner in 1996. Originally from Wiltshire, Peter is a member of the Oxford Chamber of Commerce where he has been a Chamber council member for over 20 years.

Helping to provide a complete finance solution to companies is one of Peter’s key focus areas. He believes this to be a service that sets the partnership aside from its competitors, alongside The MGroup values and employees.

Peter provides financial mentoring, support with strategy and planning, solutions to increase profitability and improve cash flow, and help with expansion/diversification plans. His specialist interest areas include not-for-profit, healthcare and international organisations.

Peter enjoys the opportunities and challenges he is faced with every day at The MGroup and making a difference to clients’ lives. He is also a keen local charity supporter, regularly helping to raise funds and awareness for SeeSaw and SpecialEffect where he is an ambassador.

Outside of work, Peter is a Chelsea Football Club season ticket holder. He likes walking in the local area, especially if there is a pub or café at the end of the walk, and enjoys holidays in Devon, in particular to a secret escape in Dartmouth.

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p.smith@themgroup.co.uk
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Richard Clayton

Partner

In 1984 Richard became the youngest ever partner at The MGroup at the age of 27 and is now the longest serving partner. Richard is a true team player, having been a prominent local footballer in his early years. He very much brings the team ethos to The MGroup who like to work as an integral part of their client teams.

Richard qualified in 1982 and has worked with many of his clients for decades, evidence of the excellent service provided by both Richard and the firm. Richard is proud of the firm’s exceptional reputation. He continues to develop new strategies and explore improvements to the services they provide and remains highly ambitious and committed. Outside of work Richard enjoys golf, football, spending time with his family and the very occasional glass of wine (normally accompanied by too much food!).

Richard has a depth of knowledge and experience in all areas of the construction industry and also deals with most of the firms agricultural clients. He also deals with a wide range of other clients which include a substantial number of UK subsidiaries of overseas companies together with a number of high profile local businesses. Richard is a firm believer that the role of a trusted accountant is to provide clients with the best possible advice and support. The client does not always have to follow advice but he believes they must have all options on the table to form a meaningful decision.

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r.clayton@themgroup.co.uk

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