Personal Tax

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.