Nobody likes changing accountants. Some of our clients haven’t done so in over 25 years.

Our personal tax advisors have been making sure our client’s don’t pay a penny more than they have to in personal taxes. They’re a pretty varied bunch too; from high net-worth individuals to small business owners and dynamic entrepreneurs and their startups.

April comes but once a year, thankfully

Each April your attention is drawn in the inevitable direction of the need to submit a personal tax return. Personal tax certainly elicits its fair share of ‘groans.’ Regardless of how you feel about it though, you need to be sure that your tax exposure is kept to a minimum and that any accountant you use protects your interests but ensures that you pay exactly the right amount of tax. And that’s exactly what Berley’s personal tax advice service is all about.

Our commitment to you:

  • We’ll ensure your taxation affairs remain in tip-top shape.
  • We’ll use our wealth of personal tax advice and knowledge to keep any exposure you have to a minimum through every legitimate means.
  • We’ll keep you fully informed. So if a decision needs to be made, we’ll explain everything in a clear, concise and friendly manner.

As a start-up business owner, your personal tax position may have just got a lot more complicated and this could be the first time you have needed to turn to a tax accountant for advice.

However, if you are an entrepreneur looking to move your personal tax service needs to another accountancy firm, you will need to consider the benefits to you and probably your business of moving to a new firm. We know that you have a cool head to make the tough decisions so once you discuss your ongoing concerns with us and understand why we will make a difference to your personal taxation, that you will feel ready to make the move.

Sound personal tax advice from trusted advisors

We can offer you sound advice on how best to be paid from your business and ensure this is done in the most tax efficient way possible. There will be options for you to consider and we will then implement the option that suits you best.

If the sale of one of your businesses is on the cards, we can help you to structure the management of the sale to minimise any capital gain tax owed. In addition, you could be eligible for entrepreneurs’ relief, which means capital gains tax is reduced to only 10 per cent.

Once your business is making money, your tax liabilities will change. There are options to consider such as investment into the business, pensions and bonuses payable to key staff, or perhaps share holder dividends. All of the options can give you additional flexibility for your personal tax planning.

As a high net worth person, whether through entrepreneurial activities or not, you may have assets you want to sell in order to invest elsewhere. We can help you to understand the tax implications for you in terms of capital gains tax and offer you advice on whether there are any tax saving vehicles for you to utilise in these circumstances.

Talk to the Berley Chartered Accountants today so we can get a firm grip on your tax liabilities now.

Your personal tax situation

Each client’s personal tax situation is different and as you are the client it is important to be clear about what you need from us. If you are not sure, one of the team can talk through your situation, the services we offer and provide you with sound advice on the level of input you may need from us.

At Berley, we know we can give you the advice you need to protect your interests but be secure in knowing that you have paid exactly what you owe; not a penny more, not a penny less.

How can Berley Chartered Accountants help?

We know that one size really does not fit all. You can be sure that we will get to know you to give you a personal approach to your taxation.

Our business is structured in such a way that our partners and managers are hands-on and personally involved with and committed to all our clients. This commitment ensures that we have given you the best advice possible regarding your personal taxation situation.

In addition, we will use all of our tax experience to ensure that all legitimate processes are used to limit your exposure and that you are kept informed every step of the way.

Tax avoidance schemes have been featuring more and more in the media and are on the radar of HMRC, so you won’t find avoidance schemes nor overly creative accounting at Berley Chartered Accountants; just solid and professional tax advice to protect you and or your business.

We don’t promise to overly excite you about personal tax issues. We do hope though that our enthusiasm for it will convince you that Berley is the team for you.

Contact us today

If you would like to discuss your personal tax situation with us, you can call on 020 7788 8261 and one of our experienced personal tax advice team will be on hand to help. Alternatively, you can email us on info@berley.co.uk or complete our Online Enquiry Form and we’ll be in touch shortly.