Personal Tax Advice | DS Burge & Co Accountants

Personal Tax Advice

Personal tax advice from DS Burge & Co is available to anyone looking to get on top of their finances and reduce their personal tax liability. We can help you make the most of any available tax relief and ensure you stay compliant with HMRC.

There are many ways you will have to pay tax. For example, on your personal income, gains from the sale or disposal of assets, and on inheritance. The amount of personal tax you owe will depend on many factors, and your individual circumstances, which can make calculating your tax bill a complicated task.

We have provided tax advice to a range of customers to help them navigate the complexities of personal taxation. Our team of dedicated tax accountants keep on top of the latest legislation, so you don’t have to. We’re here to give you the best tax advice, help you plan for the future, and make sure you don’t pay more than you need to HMRC.

How personal tax advice from DS Burge & Co’s can help you

How personal tax advice from DS Burge & Co’s can help you

1. We provide you with bespoke tax advice based on your personal finances – minimising your tax liability and keeping you compliant with HMRC
2. With our personal tax planning, you get a complete understanding of your wealth profile, with periodic reports providing visibility on your tax risk and exposure, as and when you need them
3. Our expert tax accountants can help advise in all areas of personal tax, from audit through to tax returns, as well as providing business tax advice if you’re a director or shareholder of your own company
4. Let us handle the stress of dealing with HMRC. We can advise what you do and don’t need to disclose, and can liaise with them on your behalf

Personal tax advice

Personal tax advice

We offer fully bespoke tax advice. Not only will we help advise you on any available allowances and relief, but we can also offer a complete range of accountancy services to help you stay on top of your personal taxation, from audit through to tax returns. Depending on your needs, we can help with:

Self Assessment Tax Return – if you’re employed, and your only income is through an employer’s payroll (PAYE) then your income tax will have already been deducted. However, specific individuals such as business owners, freelancers and high earners need to submit a self assessment tax return.
Capital Gains Tax (CGT) – if you’ve made or are planning to make any ‘gains’ from the sale or disposal of assets you may be required to pay CGT. The tax you’ll pay depends on several factors, the type of asset, and your allowance. Whether you need help as a private individual or a business, we can offer capital gains tax advice.
Inheritance Tax – Inheritance tax is payable on an estate (property, money and possessions) of someone who has died. There are a multitude of considerations when calculating the inheritance tax due to HMRC. We must take the estate’s value, any available tax relief and tax exceptions into account. If you need inheritance tax advice or want to understand the overlap with capital gains tax, we’re here to help.
Pension Tax Relief – Frequently, pension providers will calculate your contributions from your gross pay and take payment from your net salary. The provider will often claim back you tax relief at the basic tax rate, but if you pay the higher rate of income tax, you may be eligible to claim additional pension tax relief. We can help process your claim when we submit your tax return, or by contacting HMRC on your behalf.

Testimonials

DS Burge & Co

5.0 Stars - Based on 189 User Reviews

Kieran and his team are brilliant! Always aiming to help in anyway they can.

Marlando R.
1/26/2022
I am a book keeper and have worked with DS Burge & Co Accountants via a number of clients for a few years now. I have always found them to be friendly, incredibly knowledgeable, helpful and quick to respond to queries. Indeed, Kieran has often gone above and beyond to resolve queries that I have had. I would definitely recommend them and have to some of my clients, who are also very satisfied with the service that they have received.

Tamsin V.
1/26/2022
As a new client of Burge we've received excellent and super-efficient advice, help and service from day one. Highly recommended.

Julian G.
11/26/2023
Have used DS Burges for a number of years now and always feel secure knowing they are looking after my affairs professionally and attentively.

Timothy S.
1/26/2022
I started using DS Burge and Co following a recommendation from my brother. I have been with them now for 6 or 7 years now and I always find them to be extremely responsive and efficient. Kieran and Darius are extremely knowledgeable and up to date. I have recommended them to a number of friends who have started using them and then told me how good they. This reflects well on me but it has also confirmed my impression that they are a quality outfit.

Dr M.
1/26/2020
Very helpful and professional

Sarah J.
1/26/2022
I was recommended DS Burge several years ago by a friend to do my tax return. Kieran is always a calm guide & explains all points clearly. It gives me peace of mind to work with a professional. I strongly recommend this firm.

Leonora T.
1/27/2024
DS Burge & Co is a family business who provide accountancy services and financial advice for a wide range of clients from large companies to individuals who need help with their tax return. For the last 35 years they've provided me with this service in a professional and friendly way and I can wholeheartedly recommend them

Andy J.
7/27/2021
I’ve been using Kieran from DS Burge & co for a number of years now and I can’t rate them highly enough. I had never used a professional accountant for my self assessment before, so was anxious at how it would work and what to expect. Kieran was fantastic, he put me at ease immediately and was great at explaining everything to me, and answered all my questions in a clear and extremely helpful way. Since our initial meet, he had always been incredibly responsive to any emails or calls from me. Very professional, super responsive, great service. I wouldn’t use anyone else.

Emma K.
4/18/2021
I have used DS Burge for over a year now and have been very impressed with the way they have handled the accounts for my business. They have provided me with clear advice and information as well as being quick to respond to any queries I've had. I have also recommended them to friends who are very satisfied with their services too.

Jeremy C.
2/10/2024
I am delighted with the service I receive and the help I always get and the availability of Kieran and Yuko to assist me. I am extremely grateful that the fees have not rocketed up. I feel safe in their hands and a valued customer. I have only positive comments to give.

Marion L.
1/26/2022
Have been through a number of accountancy firms over the past 25 years. Thankfully we found DS Burge & Co and we are super happy. They are 100% part of our team and trusted completely. Always proactive, always on time, always great pricing. Thanks Kieran and all!

Preston C.
2/17/2024
DS Burge & Co Accountants have been our accountant for more than 3 years, and we couldn't be more satisfied with their services and expertise.

Pernille L.
1/26/2022
I am happy with the service I receive for both my companies, Kieran and his team are very professional and great value for money. Happy that I changed!!

Agnes T.
1/26/2022
DS Burge & Co chartered Accountants have always offered excellent personalised service and have been very helpful with all my queries no matter how varied they were. I have been using their services for years and can highly recommend this company.

Karin B.
1/26/2022

Close

Call Us

We offer a full range of services. To find out more and get a free no obligation quote, please get in touch today

Chat With Our Team

If you have any questions about our services or would like more information, you can start a live chat with one of our team.

Start a live chat session