Individuals
Stanley Joseph Chartered Accountants - individual clients
Stanley Joseph Chartered Accountants have been in business for more than 20 years. Many of our individual clients have been with us almost as long. That's because when you find a chartered accountant you can rely on you don't want to change. Our individual clients tend to be busy business people who understand the importance of delegation - so they leave their accounts to the experts. Inheritance Tax Planning (IHT), Capital Gains Tax (CGT), personal Self Assessment Tax Returns, Property Rental Accounts and a host more - we have services individually tailored to our clients.
Bristol Chartered Accountants - individual clients
Personal tax legislation changes year by year. It can be a hassle if you don't keep on top of it, but our individual clients find that having their own Bristol based chartered accountants on call, turns it into an opportunity. You may be paying too much tax - we will help you not only get on top of your financial paperwork, but ensure you are as tax efficient as possible. And our individual clients are just that - your first meeting with Stanley Joseph Accountants will be a friendly, no obligation meeting to find out whether you like the way we work, and how we can help you.
Bristol based Accountants - individual clients
Vital though it is, using a reliable, Bristol based accountant is about far more than simply doing the books. Our individual clients quickly come to realise that employing a chartered accountant isn't a cost, it's an investment. As well as saving you money, we can work in partnership with you to grow your wealth. We have long-standing relationships with trusted partners to offer you independent financial advice if you need it - give us a call and we can arrange a meeting at our Bristol offices. Or give Stanley Joseph Chartered Accountants a call - we're always happy to talk
Income Tax & NI – Personal
With the increasing tax rates and capped personal allowances, it is important that you keep up to date with reliefs that are available to you. Our team can help you reduce your income tax to a minimum by the continual monitoring of changes in tax laws and by updating you with the changes and how this can be applied to your current situation.
Capital Gains Tax
This tax is due on the profits made from the sale of capital asset such as property or shares, for example. We can advise you of the best timing of the sale and look at different reliefs that may be available to keep your tax payable down to a minimum or even reduce the tax to Nil. Planning is key in reducing your CGT liability and we will implement the correct approach for you
Inheritance Tax
This is a tax that is, unsurprisingly, the least thought about but can cause significant damage to the future wealth of your family. IHT is not payable for estates (including gifts in the last 7 years) of less than £325,000. However, with the rise in property values over the last decade, the tax now affects more families than ever. It is essential that plans are put in place to maintain your family’s wealth and keep IHT to a minimum.
