Tax returns, minus the hassle.
We help individuals stay compliant, avoid surprises, and plan ahead — whether you’re self-employed, a landlord, an investor, or just need help making sense of it all.
At BERT®, we handle all aspects of personal tax, including self-assessment tax returns, capital gains tax, and inheritance tax planning. We’ll make sure everything is submitted on time and help you understand exactly what’s due and why.
We’ll keep things simple, make sure you’re claiming what you’re entitled to, and be here for any questions along the way.
Making Tax Digital for Income Tax (MTD ITSA)
New from April 2026
From April 2026, many self-employed individuals and landlords will need to keep digital records and submit quarterly updates to HMRC under Making Tax Digital for Income Tax (MTD ITSA).
Those with qualifying income over £50,000 join first, followed by those with income between £30,000 and £50,000 in April 2027.
At BERT®, we’ll help you prepare:
- choosing compliant bookkeeping software
- setting up digital record keeping
- managing quarterly submissions
- avoiding late-filing penalties when the rules go live
If you’re unsure whether MTD affects you, or what you need to do, we’re here to guide you every step of the way.
Read our MTD for Individuals Tax Factsheet
Require more information?
If you would like more information or would like to speak to us directly then call us on 01865 980121. Or if you prefer, ask us a question online.