PERSONAL TAX SERVICES AND ADVICE

We prepare and submit your Self Assessment tax return accurately and on time, reviewing income and gains alongside available allowances and reliefs. Your Self Assessment accountant explains the tax due and payment dates, helping you avoid missed deadlines and late-filing penalties. With a Self Assessment tax return accountant handling the paperwork, you can ask questions before submission and understand the figures being reported. We also check whether National Insurance contributions affect your final tax calculation.

Making Tax Digital for Income Tax is changing how some landlords and self-employed individuals report their earnings to HMRC. Those affected need to keep digital records and send more regular updates using compatible software. We help you understand what applies to your circumstances and prepare for the reporting requirements. Our support makes the process clearer, so you know which records to maintain and when information needs submitting, with practical guidance as your reporting arrangements change.

Having tax deducted through Pay As You Earn may not cover every reporting requirement. Multiple jobs or pension arrangements can leave questions about whether deductions reflect your circumstances. We review information from your employer or pension provider and check your PAYE tax code where relevant. Your Personal Tax Account can help you check the information already held. We explain whether anything needs reporting separately, so you understand your responsibilities beyond the deductions shown on statements.

Rental receipts need checking alongside the expenses you can claim. Your landlord tax accountant reviews these records and explains how the profit affects your overall position. We help you report correct figures without assuming every cost is deductible. Making Tax Digital for Income Tax is being introduced in stages for eligible landlords and self-employed individuals, with start dates determined by qualifying income. This involves digital records and more regular submissions. Discuss future property decisions through our Tax Planning service.

Selling property or disposing of shares and other investments may create a reporting obligation. We review the transaction and explain your potential liability, including any CGT calculation required. Capital Gains Tax on UK property can involve a separate reporting deadline, so contacting us when a disposal happens matters. We establish what needs submitting and when payment of tax is required. For advice before a future sale, our tax planning service can consider the wider options.

Interest earned on savings and dividends from shares can affect your position even when they seem modest beside your salary. We review the statements when preparing your personal tax return, checking how these amounts should be treated alongside other receipts. This helps establish how much tax is payable without overlooking investment earnings or amounts already deducted. If you want to explore investment arrangements, our Tax Planning service provides a separate opportunity to discuss their implications.

A letter can be unsettling, particularly when the information requested is unclear. Where authorised, we communicate with the tax authority on your behalf and help address enquiries about your return. We review requests for supporting records and explain what is needed before preparing a response. You stay informed about progress and any action required from you. If correspondence concerns outstanding tax, we help clarify the figures and the response or payment needed to resolve matters.