Personal tax accountant in Aldbury

We work with you and your figures to understand your income and current financial position to ensure we complete a tax-efficient personal tax return for you whether you’re employed, self-employed, retired or a company director.
Contact US
BAS Offices
Benefits of BAS

How we help…

All BAS clients are actively encouraged to get in touch and ask as many questions as needed (without the risk of being charged). This approach helps us offer tailored support and helps clients receive key details to enable informed decision-making.

We have qualified team members that work across our services, and are specialists in specific areas such as Tax, Vat and Payroll.

Every client benefits from a dedicated client manager, and as an additional layer of support, have access to our business development team who are trained in business rather than finance.

We’ve been completing personal tax returns for individuals in Aldbury for over 20 years!

Our ACCA and CIMA qualified specialist Chartered Accountants are on hand to support you, so you just concentrate on what you do best!

Personal tax accountant in Aldbury

Our in-house team act as your personal tax accountant, supporting you with all your tax needs! We offer a completely bespoke package so you can select the services you would like and don’t end up paying for services you don’t want or need.

Here are our personal tax support services:

BAS Associates About Header Final Copy
E

Take care of initial self-assessment registration

E

Completing personal tax returns, including all taxable income and reliefs

E

Preparation of any required capital gains tax calculations, including the Capital Gains Tax on UK Property (60-day) Return

E

Supporting with tax issues on foreign income or UK residency status for income tax purposes

E

Handling tax issues on life insurance policy pay-outs, and reliefs on EIS/SEIS investments

E

Fee protection protecting individuals should they be subject to an HMRC enquiry

You need to submit a personal tax return if :

E

You are self-employed

E

You are a partner in a business

E

You earn over £100,000

E

You receive money from rental properties

E

You receive income from savings, investments and dividends

E

You receive tips or commission

E

You receive income from savings, investments and dividends

E

You have foreign income

Wills, Probate and LPA’s for people living in Aldbury

Some of our senior tax experts are also qualified in Wills, Probate, and LPA’s… do you have a Will? If you do, is your Will up to date?

Often when people speak about a Will, they say they don’t have anything to leave. A Will isn’t “just” about leaving money to loved ones, it’s about:

  • Safeguarding your home
  • Protecting your partner if you’re unmarried
  • Naming your children’s guardian
  • Selecting who should care for your pets
  • Protecting digital assets (photographs, social media, music etc.)
  • Preventing family disputes
  • Planning for inheritance tax (in come cases prevent it)
  • Supporting a charity that’s close to your heart
  • Create a legal Will if you’re recently married or divorced

None of us know what the future holds. Our experts are on hand to support you and ensure your hard work is protected and your cared one’s futures have been planned for.

Hands BAS Branded Image

Everything starts with a conversation,
how can we help?

Brett Smith

Brett Smith

Tax & Accountancy

Sian Smith

Sian Smith

Business & Development

BAS Associates are based in Buckinghamshire and provide personal tax accountancy services to individuals that are based in Aldbury, Hertfordshire, England