Our tax advisory firm neath combines strong academic foundations and professional qualifications, including ATT, CTA, and Step Affiliate, to deliver leading tax planning and advisory services.

Services

Experienced Tax Advisors with More Than 25 Years of Expertise

Services

Leading Tax Advisors in Neath - Comprehensive Tax Services

Welcome to Rodgers Taxation Ltd, where expertise meets personalised client care.


Led by Latha Rodgers, a seasoned tax advisor with over 25 years in the field, we offer specialised tax advice tailored to private clients, families, and their businesses.

Our firm is grounded in a strong academic foundation and extensive professional qualifications, including ATT, CTA, and a Step Affiliate, making us leaders in tax planning and advisory services.

Your Tax

Our Priority


Welcome to Rodgers Taxation Ltd, where expertise meets personalised client care.


Led by Latha Rodgers, a seasoned tax advisor with over 25 years in the field, we offer specialised tax advice tailored to private clients, families, and their businesses.

Our firm is grounded in a strong academic foundation and extensive professional qualifications, including ATT, CTA, and a Step Affiliate, making us leaders in tax planning and advisory services.

Trust is the foundation of great service

Trust is the cornerstone of exceptional service, and at Rodgers Taxation, it underpins every interaction and piece of advice we provide. We understand that managing tax affairs, especially those as critical as tax planning, requires absolute confidence in the integrity and expertise of your advisors.


Our commitment to building long-lasting relationships with our clients is based on transparent communication, reliable services, and a deep understanding of their needs and aspirations. This trust not only fosters a conducive environment for strategic planning and decision-making but also ensures that our clients feel valued and genuinely cared for, knowing their financial and tax planning needs are in competent and trustworthy hands.

Our promise
✓ Trust ✓ Expertise
✓ Accuracy ✓ Experience
✓ Confidentiality ✓ Professional
Our Services

Testimonials

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I have known Latha for several years and have always found her to be professional, helpful and incredibly knowledgeable. She is an invaluable source of support and guidance, and is always on hand to provide advice. She is able to advise and assist in a very clear and concise way, with a friendly yet professional manner. Latha is my go to advisor for all tax related issues, and I can highly recommend her. 


Linda Hunter, Family Solicitor

A pair of black quotation marks on a white background.

I was looking for assistance to prepare my mother’s probate, wanting more bespoke advice. Rodgers Taxation unravelled the advice my parents had on their IHT planning to cut through the issues and provide a practical and knowledgeable answer, without incurring a massive bill. Throughout the process Latha was responsive, efficient and indeed sympathetic

Ms M Hazell, Executor

A pair of black quotation marks on a white background.

I have worked with Latha for a number of years and cannot recommend her highly enough. Her technical knowledge and attention to detail are second to none. She also genuinely cares about her clients and achieving the best outcomes for them

Amanda Bailey, TEP, Partner, Brabners

A pair of black quotation marks on a white background.

We would be delighted to recommend Latha to family and friends. It was refreshing to speak to a professional who offered clear and honest advice 

ANON

A pair of black quotation marks on a white background.
I have known Latha for several years and have always found her to be professional, helpful and incredibly knowledgeable. She is an invaluable source of support and guidance, and is always on hand to provide advice. She is able to advise and assist in a very clear and concise way, with a friendly yet professional manner. Latha is my go to advisor for all tax related issues, and I can highly recommend her. 


Linda Hunter, Family Solicitor

A pair of black quotation marks on a white background.

I was looking for assistance to prepare my mother’s probate, wanting more bespoke advice. Rodgers Taxation unravelled the advice my parents had on their IHT planning to cut through the issues and provide a practical and knowledgeable answer, without incurring a massive bill. Throughout the process Latha was responsive, efficient and indeed sympathetic

Ms M Hazell, Executor

A pair of black quotation marks on a white background.

I have worked with Latha for a number of years and cannot recommend her highly enough. Her technical knowledge and attention to detail are second to none. She also genuinely cares about her clients and achieving the best outcomes for them

Amanda Bailey, TEP, Partner, Brabners

A pair of black quotation marks on a white background.

We would be delighted to recommend Latha to family and friends. It was refreshing to speak to a professional who offered clear and honest advice 

ANON


Rodgers Taxation News

 IHT planning
By Latha Rodgers April 14, 2025
Latha Rodgers points out that ‘old’ inheritance tax planning may need to be revisited in some cases.
Enterprise Management Incentives
By Latha Rodgers December 2, 2024
Discover the qualifying conditions and tax benefits of Enterprise Management Incentives (EMIs). Tailored to individuals, EMIs help recruit and retain employees while offering tax efficiency. Explore key rules, limits, and practical guidance.
 Inheritance Tax (IHT)
By Latha Rodgers August 19, 2024
Discover the intricacies of the Inheritance Tax (IHT) ‘gifts out of income’ exemption. Understand what qualifies as income, the conditions to meet, and potential pitfalls for individuals and executors to avoid. Detailed insights by Latha Rodgers.
Show More
 IHT planning
By Latha Rodgers April 14, 2025
Latha Rodgers points out that ‘old’ inheritance tax planning may need to be revisited in some cases.
Enterprise Management Incentives
By Latha Rodgers December 2, 2024
Discover the qualifying conditions and tax benefits of Enterprise Management Incentives (EMIs). Tailored to individuals, EMIs help recruit and retain employees while offering tax efficiency. Explore key rules, limits, and practical guidance.
Show More