Personal Tax Advice
Get personal tax advice from a specialist tax advisor. We have decades of experience and can help advise you on all areas of personal taxation
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
- We provide you with bespoke tax advice based on your personal finances – minimising your tax liability and keeping you compliant with HMRC
- 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
- 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
- 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
Get personal tax advice today
Schedule a free consultation to find out how we can help
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.
- Very smooth process from start to finish. I was assisted with a complex matter which had been badly handled by my previous accountant and the resolution was quick under Mr Burge’s stewardship. Highly recommend.Henry B.
- No hesitation in recommending. Fantastic company!Catherine D.
- Very professional, reasonable and nice people!Dr. D.
- Excellent service from DS Burge and Co; very responsive and pragmatic and helpful approach. Extremely well priced service. My wife and I have used their services for a number of years and have always been extremely impressed.Julian T.
- After being extremely disappointed with the services of other accountants we took on DS BURGE & Co almost 20 years ago.I have never had any reason to feel anything but appreciation , gratitude and wholehearted satisfaction in our dealings.Darius has always been prompt , courtesious and available to offer sound advise and guidance.Their preparation of our accounts has been fastidious ever year.Can't recommend them enough !Special firm special peopleDarius , Serena and the torch bearer Kieron .If you like cricket that's a bonus on top.Don M.
- I always feel I am being given a personal service with Darius. He responds to any queries immediately and I trust his advice implicitly. Also he is a very nice man and his fees seem to me to be reasonable. A very professional service that I highly recommend.Sara H.
- Kieran and his team are the best accountants I've ever had! Their advice is always above and beyondHelene M.
- Kieran has helped with my accounts over the last few years and has been so great. He helps me understand things when I’ve not and bent over backwards to ensure my business is running smooth.Highly recommend Kieran to anyone who needs help with accounts.Ben ColemanBen C.
- Fabulous firm that goes above and beyond to ensure you are always in control of your accounts, especially if your company is going through changes or in the process of expandingTom L.
- 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.
- Great firm who are responsive and extremely knowledgeable.Nick L.
- Excellent service, would not hesitate in recommending you to anyone, and have.Miss P.
- Excellent service, helpful and informative, went above and beyondMadeleine D.
- Fantastic service, would highly recommend. They were able to answer all my questions and queries with a quick response and made life very easy!Jon L.
- Kieran and his team are brilliant! Always aiming to help in anyway they can.Marlando R.
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