Personal tax planning

Plan with calm and confidence

All of us are subject to personal taxes that change from year to year. It’s simple if your only source of income is from employment – the PAYE solves everything for you.

But if you have more complex (and multiple) sources of income, personal taxation can be difficult to stay on top – especially if you want to keep the money you’re actually entitled to.

We don’t think that anyone should feel overwhelmed by taxes. We’re committed to helping individuals and business owners manage them. Whether you need help accurately completing your self-assessment tax return, reporting a capital gain or managing your estate, we’re here to help.

But we’re not just interested in helping you stay compliant – we want to help you manage your tax bill, so you can spend more of your own money however you see fit. So, we’ll help you mitigate taxes on the sale of assets and property, advise you on how you can reduce your income tax bill, and assist you in giving more of your estate to your beneficiaries tax-free.

Our tax planning specialists will help and support you with up-to-date and practical guidance. We always take the time to explain the reliefs and allowances that apply to you. That way, you can plan with calm and confidence.

What’s it like to
work with us?

“I moved to Barcant Beardon in 2011 and have been consistently impressed with their professional and proactive approach. They introduced me to XERO accounting in January 2013, which with their dedicated support and expertise was a very smooth transition. XERO has made managing my financial affairs easier and less time consuming and I have not looked back since!”

- Louise Petre

Speak to us about your finances

We’re committed to giving you our time, respecting you and your business, and showing you the difference a great accounting service makes.