Services > Personal Tax

Personal Tax

Whatever your personal tax needs and no matter the complexity, we’ve got it covered.

Our Tax Brain. Your Freedom.

Whether you're completing a straightforward tax return or dealing with more complex tax affairs, getting the right advice can save time, reduce uncertainty and help you make informed decisions.

Our personal tax team works with individuals, business owners, landlords, investors, trustees and people with overseas interests, providing practical support with both tax compliance and longer-term planning.

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“Charlton Baker made things so much easier. The highest level of expertise I could ask for”

Matt Benham, Benham Bodyworks

Working together for your financial freedom.

How We Can Help

Support can include:

Self Assessment Tax Returns
Income Tax
Capital Gains Tax
Inheritance Tax
Property & Rental Income
Dividend & Investment Income
Trust Returns & Tax Advice
Cryptoasset Tax
Residency & Non-Resident Tax
Overseas Income & Tax
Tax Reliefs & Allowances
Personal Tax Planning

Whether you need help meeting your reporting obligations or want to plan ahead, we'll help you understand your position and make sure the right tax considerations are taken into account.

More Than Just Your Tax Return

Personal tax isn’t only about completing a return once a year. Changes to your income, investments, property, business interests or family circumstances can all have tax implications.

We can help you look beyond the immediate tax deadline, making sure you’re using relevant reliefs and allowances and considering the tax implications of important decisions before you make them.

With the right planning, you can understand your position, meet your obligations and structure your affairs tax-efficiently for the future.

When Might You Need Personal Tax Advice?

You don't need to wait until there's a tax problem or a filing deadline approaching. It can be worth speaking to us if you're:

Starting or selling a business
Buying, selling or letting property
Receiving income from several different sources
Selling shares or other investments
Receiving dividends or investment income
Planning to move to or from the UK
Receiving overseas income
Dealing with an inheritance or estate planning
Investing in or disposing of cryptoassets
Experiencing a significant change in your financial circumstances
Unsure whether you need to complete a tax return

Getting advice early can make it easier to understand your options and the potential tax implications before you act.

"Hi Jenna. You are an absolute star. Your kindness and services will be remembered and recommended without hesitation. You restore one's faith in human nature, and it's such a pleasure doing business with you and your company. Thank you, again."

Mike L.

Why Choose Charlton Baker?

Personal tax can often overlap with your wider financial, family or business circumstances. Our tax advisers work alongside specialists across the firm, helping you access joined-up advice when your circumstances require it.

Established since 1984
ICAEW Chartered Accountants & Tax Advisers
Award-winning firm
11 offices across the South West
Personal Tax, Business & Financial Expertise in one place

From annual tax returns and tax planning to more complex changes in your personal circumstances, you'll have experienced advisers to call on when you need them.