Taxpertise
Tax Planning & Personal Tax Advice
We help individuals, landlords, and business owners take control of their taxes with expert planning, practical advice, and proactive support.
Why Tax Planning Matters
Paying too much tax? Missing deadlines? Feeling overwhelmed with HMRC jargon?
We help you get ahead of it all.
Tax planning isn’t just about filing a return — it’s about making informed decisions all year round. At Taxpertise, we simplify complex rules and find legal ways to reduce your liabilities, whether you’re a sole trader, property investor, or company director.
Who We Work With
Freelancers & self-employed professionals
Small business owners & limited companies
Landlords with one or multiple properties
Contractors under the CIS scheme
Our Tax Planning Services
Self-Assessment Tax Returns
We take the stress out of submitting your return. From expenses to income streams, we handle it all.
- Digital submissions to HMRC
- Multiple income stream management
- Deadline tracking & reminders
Income Tax Planning
Keep more of what you earn with structured, year-round planning.
- Optimising tax bands
- Allowance maximisation (e.g., dividends, pension, marriage allowance)
- Forward-looking projections
Capital Gains Tax (CGT) Planning
Selling property or investments? We’ll help you reduce your CGT exposure legally.
- Main residence relief advice
- Split ownership strategies
- Timed disposals & rollover reliefs
Business Tax Efficiency
We help limited companies and self-employed professionals structure their finances for smart, tax-efficient growth.
- Profit extraction strategies
- Salary/dividend optimisation
- Flat-rate VAT and R&D relief opportunities
Ready to pay less tax without the guesswork?
Let’s create a plan tailored to your income, goals, and business.
Explore Our Services in More Detail
Want to dive deeper into what we offer? Explore our full range of services below and find the support that fits your needs best.
Accountants
- Small business accounting
- Bookkeeping & financial reporting
- Online support across the UK
Business Accounting
- Bookkeeping, VAT & year-end accounts
- Financial reporting & forecasting
- Xero & QuickBooks setup
Specialist Accounting
- CIS for contractors
- Landlord tax
- Payroll for growing teams
Meet the Team – Real People Behind Your Numbers
At Taxpertise, you’re not just working with a faceless firm — you’re partnering with a close-knit team of professionals who care about your success, understand your challenges, and speak your language.
Grace Annemarie Bartley
Founder & Lead Accountant
Grace is the founder of Taxpertise and your go-to for strategic tax advice, business planning, and compliance done right. With over 15 years of experience in accounting and tax, she’s worked with everyone from landlords and contractors to startup founders and self-employed professionals across Northern Ireland.
Grace launched Taxpertise to deliver an accounting experience that’s modern, supportive, and genuinely helpful — not cold or corporate. She’s known for breaking down complex topics into plain English and helping clients feel in control of their finances.
- Based in Lisburn, serving clients across the UK
- Over 15 years of experience in accounting & tax planning
- Known for breaking down complex tax issues into plain English
- Passionate about helping clients grow sustainably & stay compliant
- Specialises in small businesses, landlords, and self-employed professionals
Megan Craig
Client Accounts & Bookkeeping Specialist
Hi, I’m Megan — I work closely alongside Grace here at Taxpertise, supporting clients with everything from bookkeeping to supplier accounts and daily financial operations. With over 14 years of experience in finance and banking, I know how to keep things running smoothly behind the scenes, so our clients can focus on doing what they do best.
I’ve spent the past two years as Grace’s right hand, making sure clients have clean records, clear numbers, and someone they can rely on to handle the details with care and accuracy. At Taxpertise, I’m here to remove the stress from financial admin — keeping things simple, organised, and always client-first.
- Based in Northern Ireland, supporting clients across the UK
- Over 14 years of experience in finance and banking
- Known for attention to detail and friendly, responsive support
- Passionate about making finance less overwhelming for clients
- Specialises in bookkeeping, client accounts, and financial admin
Our Process
1
Book Your Free Consultation
Choose a time that works for you and tell us what you need. It’s a no-pressure chat to understand your goals, your situation, and how we can help.
2
Get a Tailored Plan
Based on your needs, we’ll recommend the right services — whether that’s tax planning, accounting support, or industry-specific help. You’ll get a clear, upfront quote with no hidden fees.
3
We Handle the Hard Stuff
We take care of the numbers, compliance, and submissions while keeping you in the loop. No chasing. No confusion. Just peace of mind and timely support.
4
Grow With Confidence
With your finances in order and expert guidance on hand, you can focus on running your business, growing your portfolio, or simply sleeping easier at night.
Frequently Asked Questions
Q: Is tax planning legal?
A: Yes — absolutely. Tax planning uses legal strategies and government-approved allowances to help you reduce what you owe. It’s not avoidance, it’s smart planning.
Q: Do you help with personal and business tax?
A: We do both. Whether you're an individual, sole trader or limited company director, we offer tailored advice based on your income and structure.
Q: How early should I start planning my tax?
A: The earlier the better — ideally at the start of the tax year. This gives us time to implement effective strategies before deadlines hit.
Q: What if I’ve already submitted my return?
A: We can still advise on how to prepare better next year — and check for missed reliefs or errors in your previous submissions.
Q: Can I work with you remotely?
A: 100%. We work with clients across Northern Ireland and the UK using secure digital tools and virtual meetings.
Q: Do you offer fixed pricing?
A: Yes — we offer transparent, flat-rate packages based on your situation. No hidden fees or unexpected bills.
Book Your Free Consultation
Your finances deserve more than generic advice.
Let’s work together to build something smarter — and simpler.