About Bristol Tax
Who We Are
We are a team of experienced accountants and specialist tax advisors, providing support and advice to individuals, their families and businesses.
We work with a varied portfolio of entrepreneurs, owner managed businesses and high net worth individuals.
Our team of accomplished professionals is dedicated to helping clients achieve their financial objectives through tailored advice and strategic planning.
Joe Grimes
Joe founded Bristol Tax in 2024, building on 14 years’ experience advising individuals and business owners at leading large accountancy firms.
Joe focuses on delivering advisory services to our clients, including tax planning for business exits, tax efficient remuneration planning and supporting families with succession and Inheritance Tax advice.
Joe is a member of the Chartered Institute of Taxation (CIOT)
Kerry Mohide
Kerry holds 14 years of professional practice experience, complemented by 5 years within internal finance teams.
Specialising in corporate tax, VAT, and accountancy services for family businesses, Kerry also provides expert support in cashflow management, accounting software solutions, and management accounting.
Kerry is a Fellow of the Chartered Association of Certified Accountants and a member of the Chartered Institute of Taxation (CIOT).
Liam Paget
Liam leads our tax compliance services, supporting clients to manage their obligations in a tax-efficient and timely manner. This includes personal tax returns and Making Tax Digital filings.
With over a decade of experience across Income Tax, Capital Gains Tax and Inheritance Tax, Liam is well placed to provide comprehensive advice on a wide range of tax matters.
As a member of the Chartered Institute of Taxation (CIOT), Liam guides individuals through all aspects of their tax affairs.
Charlotte Maybee
Charlotte brings over two decades of experience advising owner managed businesses across a variety of industries.
Charlotte specialises in providing financial reporting advice for small businesses and cloud accounting software solutions.
Additionally, Charlotte assists her clients with all corporation tax and VAT compliance matters.
As a Fellow of the Chartered Association of Certified Accountants and holder of an ACCA practising certificate, Charlotte combines technical proficiency with a pragmatic approach to support her clients effectively.
Our Approach
At Bristol Tax, we are passionate about understanding the unique needs of our clients, including their family and business interests.
By delivering pragmatic, personalised advice, we aim to ensure tax efficiency while supporting clients' long-term financial goals.