Personal Taxation

PBTA are here to help with all of your personal tax needs.

We are here to help with all of your personal tax needs by offering clarity and certainty in your tax affairs.

Whether it is annual personal tax returns, inheritance tax or capital gains calculations on selling an asset. With significant experience and knowledge, we provide advice and access to solutions for all tax requirements in which individuals or companies may need to mitigate tax.

Meet our tax experts

Duane Shield

Duane
Shield

Partner

Paul Grant

Paul
Grant

Partner

Faye

Faye
Barrett

Claire Mullett

Claire
Mullett


I have been using PBTA since I set up my limited company. I had a very limited knowledge of my accounting responsibilities as a Director and Paul and Andy have been invaluable in supporting both the launch and growth of my business over the last ten years and navigating the highs and lows in between. In particular I have really appreciated the personal service that Andy has provided. From being able to answer my (very) basic questions to helping me with more complex ideas for the future And has always been incredible patient, knowledgable and personable. I choose PBTA because they were personally recommended to me by a friend and consider it to have been one of the best decisions I made when launching my business.

Catherine Joliffe
cathy@my-green-cleaner.co.uk
My Green Cleaner


My previous accountants were always very hard to get hold of and seemed to provide a “one size fits all” kind of service which didn’t work for us at all. So 10 years ago we switched to PBTA on a friend’s recommendation that they would be available to answer queries quickly and efficiently and also offer a personal touch in terms of advice tailored to our company’s individual circumstances. We have regular meetings throughout the year with one advisor (in our case, Andy) which gives me confidence that Andy and the team are fully up-to-date with the latest facts and figures affecting our performance and therefore able to forsee any issues we should be aware of in plenty of time. We have found their input and advice invaluable over the years and more so than ever this year with all the new pandemic related systems to work through. I would not hesitate to recommend PBTA to any business looking for fairly priced, reliable and most importantly, readily available accountancy and tax advice from a team who really care about their clients.

Claire
Jon Hurst Hairdressing Ltd

Require more information?

If you would like more information or would like to speak to us direct then call us on 0117 946 7333. Or if you would prefer, ask us a question online.