FAQs

Who are Protero Tax?

Protero Tax are a subsidiary company of Holtram-TLPI and JLA Chartered Accountants. The company was formed by Gareth Bertram, Director of John Charles Property Investments and Holtram-TLPI and Jeffery Lermer, Director of JLA Accountants.
Our mission is to help our clients protect and grow their wealth. We work hard to understand your personal situation and provide support, advice and knowledge to ensure you are fully optimised to save tax and continue to grow.

Why was Protero Tax formed?

Protero Tax was formed to bridge the gap and ensure that our investment clients have access to the best level of tax advice to support their investments and strategies. By working alongside Protero Tax, as well as support from experienced pension and property experts, you are assured that as you invest and grow, you are also supported by the very best tax planners.

What is Protero Tax’s area of expertise?

In a nutshell, Protero Tax are experts in investment strategy and tax planning, helping you become more profitable and protecting your wealth. With extensive experience and knowledge of HMRC, tax law and regulations, we can enable you to understand your business, your investments and support your plans for the future.

Can Protero Tax help me save tax?

On average, Protero Tax reduces corporation tax by 20%. By understanding your individual situation, our highly skilled team and bespoke tax planning service can minimise the tax you pay in a safe and proficient way. Protero can also offer experience and advice to ensure your succession and inheritance tax planning is optimised.