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
Our team of personal tax accountants are 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 personal 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
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- We provide you with bespoke personal 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 personal 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 with one of our tax accountants 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.
Testimonials
- 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
- Extremely knowledgeable, helpful and communitive. Inexpensive quality service. Highly recommended.Doyne-Ditmas M.8/19/2021
- DS. Burge & CoProfessional . Very Friendly and Helpful with our accountsAlan B.7/13/2021
- Prompt, efficient service.Michelle W.1/30/2024
- I’ve been really pleased with the service I’ve received.Matthew S.1/24/2024
- When creative people get together their first topic of conversation isn't writing or film or music - but accountants. I have nothing but good things to say about Kieran Burge at D. S. Burge. As a professional author I need a good accountant, and Kieran is friendly, accurate, fast and good value. I'd not hesitate in recommending this firm -- Henry Gee, Author of 'A (Very) Short History of Life on Earth' and 'The Accidental Species, Mistunderstandings of Human Evolution'Henry G.1/26/2022
- I'd highly recommend Kieran who I've used to complete my basic accounts and tax return. He was responsive, professional and easy to work with.Jennifer H.1/26/2022
- I have always had good, and prompt, advice and service from DS Burge. I would be happy to recommend them to anyone.Nick H.1/26/2022
- A great service, very approachable, reliable and professional. Wouldn’t use anyone else and wouldn’t hesitate to recommend.Emma K.12/26/2023
- Experienced, organised and knowledgable, I felt looked after and in safe handsDr C.1/26/2022
- It’s great working with Kieran and the team. Fast and efficient and extremely knowledgable.Marieke S.1/26/2022
- Very helpful and professionalSarah J.1/26/2022
- I totally recommend DS Burge & Co. They are always super helpful, highly knowledgable and are genuinely nice guys.David J.1/26/2022
- I've been working with Kieran and the team at DS Burge since 2017. They were invaluable in helping me to setup my business and continue to provide a fantastic service, both from a pure accounting perspective and advisory as needed.Peter B.1/26/2022
- 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
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