Personal Tax

Personal tax is paid on money earned or received from pensions, savings or other forms of income. If you have other forms of income apart from employment, it is likely that you need to submit a self-assessment tax return. Even if you only have employed income, you could be required to submit a tax return.

“Cooke Watts have been outstanding in helping me grow my small business and navigate the world of tax. The advice and support they’ve given has been extremely bespoke to my situation which has been very valuable. No question is too small and they continue to deliver above and beyond my preconceptions.”

Joe Brookes / Director, Banner Department Ltd

We help you understand and manage your tax, making sure you are compliant and fully aware of what tax bill is on the horizon. We’ll prepare your tax return for you, claim exemptions and allowances where you can and do our best to try and save you paying more tax than you need to. We can also submit the return to HMRC on your behalf, keeping the whole exercise as stress-free as possible.

Our personal tax services include :

  • Tax compliance – preparing and filing your return
  • Income tax advice and planning
  • Capital gains tax advice, returns and planning
  • Landlords including rental income statements
  • Inheritance tax and estate planning

Why use Cooke Watts to help with your Personal Tax?

We’re friendly and approachable

We’re on the end of the phone and our door is always open. Feel free to drop in and please bring your waggy friends with you.

We’re experienced

We have many years of experience across general practice accountancy and senior financial positions in business, from accounting compliance to commercial advice, e have you covered.

We’re affordable

We truly believe we offer an excellent service for a cost-effective price. We are fully transparent on fees so you won’t have any unpleasant surprises.

We’re local

Specialists in small businesses and servicing Warwickshire, North Oxfordshire, Cotswolds and the surrounding area, we aim to be everything you’d expect from a local accountant.