Individual Tax

Managing your personal tax efficiently can make a big difference to your financial wellbeing. At James, Stanley & Co, we provide tailored income tax planning that helps individuals control and plan their self assessment tax liabilities.

We review your income sources – whether from employment, self-employment, investments, or property – and identify opportunities to optimise your tax position. From making the most of allowances and reliefs to structuring income in a tax-efficient way, we ensure you’re not paying more than necessary.

For residential landlords, tax planning is essential. With recent changes to mortgage interest relief and property tax rules, understanding your obligations is more important than ever. We help landlords maximise allowable expenses, claim relevant reliefs, and plan for capital gains when selling property. Whether you own one rental property or a portfolio, our advice ensures compliance while protecting your profits.

We also assist with planning for dividend income, pension contributions, and other strategies that can reduce your overall tax bill. By forecasting liabilities and advising on timing, we help you avoid unexpected surprises and keep your finances under control.

Take the stress out of personal tax. Speak to us today for clear, practical advice that saves you money and gives you peace of mind.

Hear what our customers think
about our service

We had chatted to several accountancy firms without really feeling that any of them were any different to each other until we met Andrew through BNI whose personality and a genuine interest in our business shone through. This proved to seal the deal for both Alison and myself and our decision has been proven correct.

Over the last year James, Stanley & Co have handled my company's affairs quickly, efficiently & professionally. Nothing has been too much trouble...They are always available when I need some help and make the minefield of tax and accounts so much easier to navigate.

Turning our business into a thriving enterprise was my main concern. James, Stanley & Co has turned that challenge of developing what we already knew, but found hard to put into practice, a simple one-step process.

The service is efficient and client centered and takes account of our needs and experience. We know that any queries that we have will be quickly and efficiently dealt with

We are really pleased with the help and support given by James Stanley and Co. over the years. This financial year our accounts have been dealt with by Sarah Kent. We are most impressed and her help, advice and support has been first class. Please say thank you to Sarah (and Jayne Cox) for all their help

We have used James Stanley and Co for about 20 years - that probably speaks for itself. The staff are friendly, knowledgeable, professional in their approach and always aim to provide a value-added service