Self assessment returns, income tax planning and capital gains for individuals, directors, employees with complex affairs and anyone whose tax position goes beyond a simple PAYE return.
If you have income from self-employment, property, investments, a directorship, overseas sources or simply a combination of things that PAYE doesn't capture — you need a self assessment return. And it needs to be right.
HMRC's own online system is fine for straightforward returns, but it doesn't tell you what you can claim, it doesn't spot opportunities to reduce your liability, and it doesn't check whether everything has been included. We do all of that as a matter of course.
We prepare self assessment returns for a wide range of individuals — from sole traders and company directors through to employees with more complex affairs, landlords, and people with investment or overseas income. The return is prepared by someone who knows what they're looking at, not submitted via a portal with no review.
Complete self assessment returns covering all income sources — employment, self-employment, property, dividends, interest, pensions and any other income that needs to be reported.
CGT on shares, property and other assets — including 60-day reporting on residential property disposals, annual exempt amounts and any available reliefs.
Company directors receiving a combination of salary and dividends need self assessment returns that correctly reflect both — and we advise on the most efficient combination each year.
Property rental income from one property or several — correctly reported alongside other income, with all allowable expenses claimed and the overall tax position managed efficiently.
Higher and additional rate taxpayers can claim additional pension tax relief through self assessment — an area that is commonly overlooked and can represent a significant saving.
Foreign employment income, overseas property, foreign dividends and the interaction with UK tax — including any double tax treaty claims and the remittance basis for non-domiciled individuals.
Every return is prepared and reviewed by someone who understands tax — not submitted via a portal after a quick data entry. If something looks wrong, or if there's an opportunity to reduce your liability, we'll find it.
Employment, property, dividends, pensions, investments — we see the whole picture and make sure everything interacts correctly. The tax system is more joined-up than most people realise.
We work to a structured timetable that means your return is done well before the January deadline. No chasing, no last-minute scrambles, no late filing penalties.
Free initial consultation, no obligation. If you're not sure whether you need to file, we can tell you that too.