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Personal tax
Your tax return filed; the year ahead in view.
We prepare and file your Jersey personal tax return, work out your liability, and use what we learn to plan for the next one.
Bring us the question you’ve been putting off. Book a call.
Tax, and the thinking around it.
We prepare and file your return, work out what you owe, and tell you clearly what to pay and when.
We look across your wider position and find where there is room to grow your wealth and optimise your set-up, so you protect what you have built.
Your financial life keeps moving. So does our thinking.
From filing a personal tax return to advising on the bigger decisions around it, like how to hold a rental or when a sole trader should become a company, each one is considered alongside the rest.
Our clients deal with the same senior adviser year in, year out, who understands their position, remembers the decisions behind it, and anticipates what is coming next.
Depth of knowledge. Strength of relationship.
Tell us where you’re heading, this year and further ahead. Our services will help you get there.
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Tax investigation support
Tax investigation? You are not on your own.
If Revenue Jersey raises a query, dispute or an assessment you disagree with, we deal with them directly, handle the correspondence and get it settled.
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Sole trader
Self-employed and never caught short.
We keep people working for themselves compliant with every obligation, including your accounts, your tax return and your social security contributions, so every deadline is met and you can get on with the work.
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Converting a sole trader to a company
The timing and the transition, incorporated.
When your sole tradership has grown, a company can be more tax-efficient and keep your personal finances and the business separate. We handle the timing and the move itself, so the switch is tidy and daily business continues, without missing a beat.
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Setting up a company
When a company is the right next step.
We work out whether a company suits you and what type it should be, then form it through BR Secretaries Limited. The right structure from the outset saves costly restructuring later.
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Self-invested pension plans & investment holding
Saving for later, sorted for now.
We handle the accounting, tax and administration behind self-invested pensions and investment holding companies, so your longer-term savings sit neatly with the rest of your position. We work alongside your financial adviser.
Advisory-led accountancy, grounded in compliance.
Frequently asked questions
Your questions, answered.
The questions individuals ask us most about personal tax and the planning that comes with it.
Do I need to file a personal tax return in Jersey?
If you’re a Jersey resident, or you’re a non resident but have income arising from property, then you most likely will need to complete a Jersey income tax return. Unlike the UK where if you are PAYE you do no not need to file a Self Assessment, in Jersey everyone is required to file a personal income tax return even if you are only salaried and all your tax is covered through ITIS.
Does Jersey have capital gains tax?
No. Jersey does not charge capital gains tax, which is one of the reasons decisions around property and investments often look different here than they would in the UK.
Does Jersey have inheritance tax?
No, Jersey does not levy inheritance tax. Your wider estate can still be affected by rules in other jurisdictions where you hold assets, which is exactly the kind of interaction we look at as part of your planning.
What's included if I have income or assets in more than one country?
All of it gets looked at together: your Jersey income, property you own elsewhere, investments held off-island, pensions you left behind in the UK. Treating the Jersey return as a self-contained job is how reliefs get missed and how problems surface two years later. If you have advisers in other jurisdictions, we can work with them to ensure the correct amounts are filed in each jurisdiction and the relevant reliefs are applied.
What happens if Revenue Jersey queries or disputes my return?
We take it on, dealing with Revenue Jersey for you until it is resolved. You don't have to work out what the letter means.
What's the actual difference between filing it myself and using an accountant?
Filing it yourself gets the form in. What you don't get is anyone watching the year while it's still happening. Most of the value in what we do lands months before the deadline: whether to draw a dividend now or after December, whether you or your partner should declare a certain income or allowance, what selling an off-island holding does to your Jersey tax. By the time the return is being typed up, those decisions have already been made for you or against you.
What do I need to give you?
We’ll get in touch early each year to prompt information that we might need to complete your return, and we work collaboratively to determine which documents are most useful to completing your return.
Personal tax advice in Jersey
A new job, a property sale, an inheritance or retirement. Each one changes your tax position, and we help you plan for it.
Advice grounded in Jersey’s own tax rules, from people who work with them every day.
