Personal tax accountants

Are your tax strategies keeping up with an evolving world?

Our Personal Tax team is here to make sense of an ever-changing tax landscape and turn complexity into clarity for you. We combine deep technical expertise with a genuine understanding of your personal priorities, creating tailored strategies that not only work today but evolve with your needs.

OUR APPROACH

Evolving with you to turn opportunities into results

Personal tax is about more than numbers, it’s about your life, your family, and your ambitions. We provide guidance that evolves with your personal and financial goals, helping you navigate change, identity opportunities, and make decisions that support your future.

Tax advice that adapts with you

We take a proactive approach that considers the bigger picture of your life and ambitions. Whether it’s planning for your family’s future, supporting your business as it grows, or preparing for changing regulations, our personal tax strategies are designed to adapt with you, ensuring you always stay one step ahead.

Making your personal and business finances work together

Our joined-up approach ensures every aspect of your financial life works in harmony. By integrating personal and business tax strategies we provide clarity, maximise efficiency and give you confidence that your plans are optimised for today and the future.

Staying connected, planning confidently

We build relationships by taking a truly personal approach, staying in regular contact and understanding your goals, priorities and ambitions. By knowing you and your circumstances, we provide tailored advice that fits your life, helping you make confident decisions today while planning for the future with ease.

Built on agile thinking

As your life evolves, we adapt your personal tax strategies to meet new challenges. By being proactive and flexible, we guide you through change with confidence, helping you to manage risk and make the most of every opportunity.

OUR APPROACH

Evolving with you to turn opportunities into results

Life at Ballards is about more than the work we do. It is about the way we do it together. Our culture is shaped by values that guide how we collaborate, innovate, and grow as one team.

Tax advice that adapts with you

Making your personal and business finances work together

Staying connected, planning confidently

Built on agile thinking

OUR personal Tax SERVICES

Transforming ideas into results

On their own, each solution delivers measurable value. Together, they create a powerful, interconnected approach that transforms ideas into tangible results. By working with us, you gain a partner who helps you see the full picture, ensuring that every decision and every action takes you closer to your goals.

Let’s talk

Personal tax compliance

Managing your personal tax shouldn’t be a stressful tick-box exercise, it’s about having confidence and control over your finances. We work closely with you to anticipate challenges, identify opportunities, and ensure everything runs smoothly, giving you peace of mind and the freedom to focus on what truly matters.

Self-assessment tax returns

Tax enquiries and investigations

Planning and optimisation of personal tax positions

Guidance on tax implications of major life events (marriage, inheritance, property, investments)

Support with HMRC compliance and reporting requirements

Inheritance & succession planning

Your legacy matters. We provide practical advice to preserve wealth, manage risk, and guide complex decisions. By understanding your family, business, and goals, we help structure your affairs efficiently, plan with confidence, and ensure your wealth is protected and passed on according to your wishes.

Inheritance tax planning

Family succession planning

Business exit planning

Inheritance tax returns

Lifetime gifting and charitable planning

Trust & estate tax

Trusts and estates can be powerful tools for protecting wealth, planning succession, and securing the future for generations to come. But with opportunity comes complexity. Our specialist team help you navigate the rules with clarity, ensuring every decision is structured, compliant, and aligned with your goals.

Trust tax planning

Creating and dissolving trusts and settlements

Trust tax returns and accounts

Estate tax returns and accounts

Succession planning through trusts

Capital gains

Our team works with clarity and foresight to help you plan effectively around capital gains taxes. We guide you to minimise unnecessary exposure, make informed decisions, and fully utilise available reliefs, ensuring your wealth is protected and your long-term financial objectives are achieved with confidence.

Capital gains tax planning

Business asset disposal relief

Gift relief

60 day CGT returns for property disposals

Enterprise investment scheme (EIS)

Seed enterprise investment scheme (SEIS)

International tax

We help you navigate complex cross-border financial matters with clarity and confidence. Our expert guidance ensures your affairs are structured efficiently, fully compliant with regulations, and strategically aligned with your long-term goals, helping you optimise opportunities and manage risks effectively.

UK relocation and cross-border planning

Cross-border estate and succession planning

Inbound investment structuring

Tax residence planning

Worldwide tax advice through our international association AGN International

Meet our personal tax specialists

Our personal tax team draws on specialist knowledge to help you navigate complex financial decisions and make the most of every opportunity.

Our Personal Tax Accountants combine deep technical expertise with a genuinely personal approach. We don’t just focus on numbers, we understand your life, family, and ambitions. Our strategies are tailored, proactive, and designed to evolve with your changing circumstances.

How does Ballards personalise tax strategies for each client?

We take time to understand your personal circumstances, ambitions, and family goals. Every recommendation is tailored, considering your full financial picture, ensuring strategies are practical, proactive, and adaptable as your life evolves.

How does Ballards integrate personal and business tax planning?

Our joined-up approach ensures your personal and business finances work together seamlessly. By aligning strategies, we optimise efficiency, reduce duplication, and give you clarity and confidence in your overall financial plan. Find out more about Corporate tax planning.

How does Ballards make complex tax matters simple?

Whether it’s trusts, international tax, or capital gains planning, we translate complexity into clear, actionable guidance. Our team ensures you understand your options and can make informed decisions without feeling overwhelmed.

What kind of client relationships does Ballards build?

We prioritise long-term, personal relationships. By staying in regular contact, we understand your evolving goals and provide advice that fits your life, not just your taxes. You always know we have your interests at heart.

How do I get started with personal tax services?

You can contact us directly to arrange an initial conversation with one of our personal tax specialists. We’ll take the time to understand your organisation, discuss your challenges, and outline how our services can best support your goals.

Personal tax accountants

Are your tax strategies keeping up with an evolving world?

OUR APPROACH

Evolving with you to turn opportunities into results

Tax advice that adapts with you

Making your personal and business finances work together

Staying connected, planning confidently

Built on agile thinking

OUR APPROACH

Evolving with you to turn opportunities into results

Tax advice that adapts with you

Making your personal and business finances work together

Staying connected, planning confidently

Built on agile thinking

OUR personal Tax SERVICES

Transforming ideas into results

Personal tax compliance

Inheritance & succession planning

Trust & estate tax

Capital gains

International tax

Meet our personal tax specialists

Tim Lynch

Lucy Charles

Get in Touch

Great decisions start with a conversation

Insights

Deeper thinking

Making tax digital for income tax: A guide for landlords and sole traders

Understanding the different types of business taxes in the UK

R&D tax credits: Are you missing out on hidden savings?

Time running out to boost your state pension

Tax planning strategies to minimise your tax liability

Protecting your wealth: Smart inheritance tax strategies for 2024-25

Making tax digital for income tax: A guide for landlords and sole traders

Understanding the different types of business taxes in the UK

R&D tax credits: Are you missing out on hidden savings?

Time running out to boost your state pension

Tax planning strategies to minimise your tax liability

Protecting your wealth: Smart inheritance tax strategies for 2024-25

FAQs

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Expertise that adapts with you

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