Tax Planning & Advice
Tax should not just be about compliance; it is about planning ahead and making informed choices.
At Bernard Rogers & Co, we provide clear, proactive tax advice UK wide that helps both individuals and businesses make the most of every opportunity while staying fully compliant with UK law.
We take the time to understand your personal and business goals so we can structure your affairs efficiently and plan for the long term. With tax rules changing regularly, our experienced team of tax advisors ensures you always have up-to-date, relevant guidance.
Inheritance Tax Planning & Trust and Estate Taxation
Our inheritance tax planning helps families reduce potential liabilities and protect assets for future generations.
We provide straightforward, sensitive inheritance tax advice from a qualified accountant, ensuring your estate passes to the right people in the most efficient way.
Trusts and estates can be complex, but they can also play a key role in protecting family wealth.
We advise on the creation, management and taxation of trusts and estates, ensuring they are structured efficiently and in line with current legislation.
Emmerson Press
Emmerson Press is a family-run business owned by John Emmerson and Jamie Emmerson. After more than thirty years with the same accountant, John decided it was time for a change. He wanted clearer advice, better access to his accountant and a more considered approach to tax planning and the distribution of company wealth. Bernard Rogers & Co have supported Emmerson Press for the last three years, providing straightforward, reliable advice and a more personal accounting experience.
years with a previous accountant
years with Bernard Rogers & Co
Bringing clarity, trust and practical tax advice to a long-established family business
John first approached Bernard Rogers & Co to explore tax planning opportunities and the distribution of company wealth. He already had a clear idea of what he wanted to achieve and wanted to sense-check whether it was feasible. David reviewed the legal and tax implications, advised on the most appropriate structure and facilitated the process from start to finish. John values receiving advice that is practical, sensible and rooted in real business understanding rather than theory.
Before moving to Bernard Rogers & Co, John had worked with his previous accountant for more than thirty years. As Emmerson Press evolved, he felt ready for a different type of relationship with his accountant. He wanted someone he could speak to easily, who was willing to offer informal, practical advice, and who understood both him and his business. As a Kenilworth business owner who grew up on the High Street where our office is based, working with a local, independent firm felt like a natural fit. He passes the office every day and valued the reassurance of dealing with a firm that is part of the local community.
From the outset, John’s experience was very different. He describes Bernard Rogers & Co as efficient, friendly and approachable. Emmerson Press had not previously used accounting software, so the transition took time. We provided patient, hands-on support and training throughout, ensuring John and his team felt confident rather than overwhelmed. Bernard Rogers & Co now manage their accounts, payroll, profit and loss reporting, supplier payments, quarterly reviews and ongoing tax advice.
John meets with David quarterly to review profitability and assess potential business investments. He values having an accountant who understands the wider commercial picture and follows through on commitments. Integrity and trust are central to the relationship, and John describes the accounting process as easy and effortless. He appreciates that when Bernard Rogers & Co say they will come back to him, they always do. As a result, he regularly recommends us to his own clients and suppliers, confident that they will receive the same level of care and attention.
Corporate Tax Planning
We work with companies of all sizes to identify opportunities to reduce their corporation tax liabilities. From timing of investments to reliefs such as R&D, capital allowances and group structures, our corporate tax planning advice is tailored to your goals and industry.
Personal Tax Support
For business owners, directors and individuals, we offer personal tax advice that looks beyond the numbers. Whether it is optimising your income between salary and dividends, managing property income or planning ahead for retirement, a tax accountant near me from our team will help you make informed decisions that support your lifestyle and ambitions.
Succession Strategies
We help business owners plan for the future; whether that means passing on a business to family members, preparing for sale, or introducing new stakeholders. Our goal is to make the process smooth, tax-efficient and aligned with your long-term vision.
Tax Efficiency Guide
Sometimes it is the small changes that make the biggest difference. As your accountant for tax return and planning needs, we regularly review client structures to ensure they remain tax-efficient as legislation evolves. By staying proactive, we help you plan ahead - not just react at year-end.
With Bernard Rogers & Co, you will have a trusted tax accountant who understands both the technical and personal sides of tax.
FAQs
Get the information you need to manage your business and personal taxes with confidence. Explore our frequently asked questions below or contact us for a free, informal chat.
No - effective tax planning happens throughout the year. We take a proactive approach, reviewing structures and decisions as legislation changes so you can plan ahead rather than react later.
Yes absolutely! We look at the full picture, supporting companies, directors and individuals. This ensures your personal and business tax positions work together efficiently.
We identify appropriate reliefs, allowances and planning opportunities, such as capital allowances, R&D claims and income structuring, always within UK tax legislation.
Yes, we support families and business owners with inheritance tax planning and succession strategies, helping protect assets and ensure smooth transitions for future generations.
Yes, we keep up to date with evolving tax legislation and proactively review client arrangements to ensure they remain efficient and compliant over time.
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)
"We've been using Bernard Rogers and Co for several years for all our business group's accounting needs, and we couldn't be happier with the service. The team (especially our client manager, Joanne) are always professional, knowledgeable, and quick to respond to any questions. Highly recommend!"
Contact us for a free, informal chat.
Message us today to explore tailored solutions that meet your unique business needs.
