Personal Tax
We work with you to ensure your tax affairs are structured in a tax efficient manner
Our personal tax team looks after the tax affairs of most of our limited company and self-employed clients, whilst also supporting individuals who have property or investment portfolios.
We help clients with the preparation of their annual self-assessment tax return ensuring all income is disclosed correctly and expenses are claimed in full.
We enjoy working with clients on more specialist tax matters, such as:
Capital Gains Tax Computations
We can assist with all areas of capital gains tax (CGT), both with preparation of CGT calculations and reporting with HMRC
Inheritance Tax Planning
We work with clients to help them pass down wealth through the generations in a tax efficient manner, providing financial security for your family for years to come
Trust Planning and Reporting
The use of trusts continues to be common place. We assist clients with trust tax returns, compliance and reporting with HMRC
Working with Bernard Rogers and Co is always a pleasure. Highly professional and always seeking to give their clients the best possible service.
Making informed decisions on tax matters is crucial and can stop unnecessarily large tax bills arising if planned properly. We spend time understanding clients’ future plans and needs before advising on the right course of action.
UK personal tax legislation is complicated and ever changing – we work with clients to ensure they remain compliant and are optimising their tax affairs.
