Personal tax and planning services.
Managing your personal tax affairs does not need to be stressful. UK tax rules are becoming more complex, which can make it easy to miss reliefs or make costly mistakes.
At Bernard Rogers & Co, we aim to take that burden off your shoulders so you can focus on what matters most to you - your work, your family, and your life outside tax. We take that burden off your shoulders, helping you avoid costly mistakes and giving you confidence that everything is handled properly.
Our team ensures your financial obligations are met with absolute precision and care. Whether you are a high-earner or a business owner, we help you navigate the ever-changing landscape of HMRC regulations.
Taking the stress out of your personal tax affairs
AThe annual Self-Assessment deadline often brings a sense of dread. Our comprehensive service handles every detail from the moment you decide to delegate. We manage the entire process, including registration and the final submission to HMRC.
We go beyond simple data entry by reviewing your records for accuracy and potential savings. You can feel confident that your return has been carefully reviewed and submitted correctly. We aim to submit every return well before the 31 January deadline.
This proactive approach helps you avoid last-minute rushes and ensures you know your liabilities early. If you want to discuss your current filing status, we offer a free, informal chat.
Our philosophy at Bernard Rogers & Co focuses on your long-term financial health. We look beyond the basic requirements of compliance to offer practical, proactive advice. We look for ways to reduce your future tax burden while keeping you firmly within legal guidelines. By understanding your unique circumstances, we provide a service that is both personal and professional.
Strategic tax planning and wealth preservation
Effective tax management requires looking at the bigger picture. We ensure you are utilising all available allowances to protect your hard-earned wealth.
This includes maximising ISA limits, optimising pension contributions, and applying for marriage allowances where applicable. Strategic planning ensures that your assets work as hard as possible for you.
Capital Gains Tax (CGT) planning is a vital part of our service. This is particularly important for those selling property, shares, or business assets. Without careful timing and application of reliefs, a significant portion of your profit could be lost to tax. Furthermore, we provide detailed Inheritance Tax (IHT) reviews.
Early planning can protect your family’s legacy and minimise the tax burden for future generations. The team at Bernard Rogers & Co stays up-to-date with shifting UK tax legislation. This means you do not have to spend your weekends reading HMRC manuals.
Specialist support for landlords and property owners
Landlords currently face a unique set of challenges in the UK. The restrictions on mortgage interest relief, known as Section 24, have impacted many buy-to-let investors. We help you understand these rules and their impact so you can make sensible decisions about your portfolio. Additionally, we guide you through the transition to "Making Tax Digital" (MTD). This requirement for digital record-keeping is a significant shift for many property owners. Our team ensures you have the right systems in place to stay compliant.
When selling a residential property, the rules are particularly strict. You must report and pay any CGT due within a 60-day window. We handle these urgent filings to ensure you avoid heavy penalties. We also identify tax-deductible expenses that landlords often overlook. From maintenance costs to professional fees, we ensure you never pay more tax than is legally necessary. To explore how we can support your property business, please reach out for a free, informal chat.
Protecting you against HMRC enquiries
HMRC has increased its focus on individual compliance in recent years. Tax enquiries can be triggered by specific red flags or can be entirely random. Regardless of the reason, an investigation is a stressful and time-consuming experience. To mitigate this risk, Bernard Rogers & Co offers a robust Tax Fee Protection service. This service covers the professional costs incurred when we defend you during an HMRC investigation.
We act as your direct point of contact for HMRC. Our experts handle all correspondence and negotiations on your behalf. This prevents you from having to deal with the tax authorities directly. Having an expert negotiator ensures that enquiries are resolved swiftly and fairly. We protect your interests and work to ensure enquiries are handled fairly and efficiently.
Ready to simplify your taxes?
Let's talk!
The first step toward better tax efficiency is a free, informal chat. Whether you are switching from another accountant or filing for the first time, the process is seamless.
We pride ourselves on a personal service where you are never just a number. You will have a dedicated contact who understands the nuances of your financial situation.
You can get in touch with our Warwickshire office easily. Simply fill out our website contact form, give us a direct phone call, or send an email. We are here to provide the clarity and confidence you need to manage your wealth.
If you are ready to streamline your finances, why not contact Bernard Rogers & Co for a free, informal chat.
How we can help
Here are some common business challenges that we help businesses like yours resolve.
We offer comprehensive personal tax planning, including allowances optimisation, relief claims, tailored strategies for multiple income streams and proactive planning to minimise liabilities. We work with you year-round so you’re never caught out by changing HMRC rules or deadlines.
We provide clear, sector-specific guidance for property income, dividends, capital gains and pensions. Our team will ensure you’re fully compliant, claiming appropriate reliefs, and structuring your tax affairs to support long-term financial goals.
Yes, we help clients approaching retirement manage income tax, pensions, drawdown strategies and inheritance tax planning, so you can make confident decisions and protect your wealth for future generations.
With a dedicated specialist, you don’t repeat your story with different people. They understand your circumstances, anticipate upcoming liabilities, provide tailored reminders and updates, and help you plan rather than just react.
Our goal is simple: to give you back your time, reduce stress, and keep your business running smoothly so you can focus on doing what you do best.
It’s easy as
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Book in a free, informal call today
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Tell us your challenges and needs
We’ll come up with a proposal for how we can best support you.
Easy setup or transfer
We set you up on our system and take care of any transition from your current accountant.
Get in touch with David
Contact David directly, or fill out the form below and we'll be in touch ASAP.
David Rogers
(Kenilworth Office)
