Adam Copeland Chartered Tax Adviser

Clear advice for your personal tax affairs.

I can help you understand your tax affairs. I’m a personal tax specialist with 20 years’ experience advising individuals, business owners, investors, and professional advisers on UK tax matters. As a qualified member of the Chartered Institute of Taxation, I have the expertise to support you, whether you need help with tax compliance or want proactive tax advice.

Email an enquiry Call 07845 294 328
20
Years’ tax experience
CTA
Chartered Tax Adviser
UK
Personal tax specialist
Adam Copeland, Chartered Tax Adviser and founder of Copeland Tax
Adam Copeland CTAFounder, Copeland Tax

01 / Services

Personal tax support, start to finish.

I’m a tax specialist, which places me uniquely to support individuals who don’t necessarily need an accountant — individuals who need a tax adviser.

A Copeland Tax folder marked Chartered Tax Adviser beside an open notebook and pen
  1. 01

    Self-Assessment and Making Tax Digital

    Accurate and timely preparation and submission of your self-assessment tax return, with a clear explanation of your tax position. Covering trading, partnership, rental, investment income and more. I can also support you with Making Tax Digital for Income Tax.

  2. 02

    Employment Income and Benefits in Kind

    Sometimes employment income isn’t as simple as just reporting the P60 and P11D on your tax return. Employer share schemes, benefits in kind and multiple income sources all need careful handling. I can give you confidence it’s all been reported correctly.

  3. 03

    Capital Gains Tax Support

    Whether you own a share portfolio, crypto currency, or a property I can assist you with guidance on disposals, reporting requirements and tax implications. I am registered with HMRC to also support with 60-day Capital Gains Tax return obligations.

  4. 04

    Inheritance Tax, Trust, and Estate Planning

    If you need to submit an inheritance tax return, trust tax return or need help planning I have the expertise to assist.

  5. 05

    Foreign Income and residence

    If you are living in the UK and receive income from overseas, or you are living overseas and wish to understand your UK tax obligations I can support you.

  6. 06

    Tax planning and advice

    With 20 years’ experience working in tax I have a broad and detailed understanding of the UK tax system and can help you plan ahead to make the most of the reliefs and allowances available to you.

02 / Who I help

I support a range of clients with their personal tax.

If any of these sound like you, I have the expertise to support you.

  • 01

    Self-employed & Partnerships

    You need support registering with HMRC, ensuring your tax return is submitted accurately and guidance on what expenditure you can claim. Making Tax Digital may also be on your mind.

  • 02

    Landlords

    You are a landlord with one rental property, or many, and want your reporting handled correctly. I’ll also help you stay on top of Making Tax Digital and any 60-day Capital Gains Tax requirements.

  • 03

    Investors

    You may have an investment portfolio and aren’t sure what needs reporting or want to plan disposals tax-efficiently. Perhaps you’ve invested in Crypto currency and need help understanding your tax position.

  • 04

    Employees with complex income

    You have benefits in kind, share scheme income or multiple income sources to report.

  • 05

    Living abroad or receiving foreign income

    You receive income from outside the UK or split your time between the UK and overseas. Perhaps you’re a non-resident landlord wishing to meet your UK tax obligations.

  • 06

    Accountants and other Professional advisers

    You have a client with a tax situation that needs specialist input and want a safe pair of hands to bring in. Or perhaps you need a particular form drafting such as 60-day CGT return, Gift Holdover Relief form (HS295) or more.

03 / How I work

In tax, everyone’s affairs are unique.

Clear, personal advice — with the same adviser from first conversation to final submission.

  1. 01

    A personal service

    I tailor the advice I give to your individual circumstances, rather than working from a template.

  2. 02

    Explained in plain English

    Good tax advice should leave you feeling clear and confident, so I explain complex matters in a straightforward, easy to understand way.

  3. 03

    You deal with me throughout

    You will deal with me throughout our engagement, giving you peace of mind.

  4. 04

    Beyond basic compliance

    Many advisers offer basic tax support alongside a range of accounting services. My focus has always been personal tax, which positions me to really support individuals with their tax affairs.

Adam Copeland sitting at a table with a cup of coffee

04 / About me

20 years spent getting to know personal tax.

I’m a Chartered Tax Adviser (CTA), a member of the Chartered Institute of Taxation. I’ve specialised in personal tax for 20 years, advising individuals, business owners, investors, and professional advisers on UK tax matters.

Over the course of my career I’ve worked across a broad range of tax areas, but my passion has always been personal tax.

I am particularly fond of meeting a client over a coffee and really getting to understand their affairs. After all, personal tax is personal — and I enjoy being able to give that personal touch.

Adam CopelandChartered Tax Adviser

Let’s talk

Start with a straightforward conversation.

Feel free to reach out for any tax planning or compliance support you need. Connect with me on social media for updates.

enquiries@copelandtax.co.uk
Call07845 294 328
Visit1 Woodhall Drive
Beverley, HU17 7JF
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