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


At PBTA in Keynsham they are an amazing team. They were there to help me in the moment of need. They are very professional but also ready to listen to the client's concerns. They do not shy away from giving full support and going the extra mile to explain in layman terms what the alien world of taxation is about and how it affect us personally. The team is there to answer the call and goes through with you in details to every step of tax declaration making sure the client understand the issues. They never rush a consultation and there is plenty of time for reflection and coming back with more questions. I would highly recommend to anyone having troubles with our taxation system.

Dr Angelo


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

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.