Completing a self-assessment tax return can be difficult if you don’t know the tax system well or if your tax situation isn’t straightforward. If you are employed, tax is automatically deducted from your wages, pension or savings.
But if you’re a director of a limited company or LLP, self-employed, or have more than one source of income, you must complete aself-assessment tax return.
HMRC may ask you to do a self-assessment if you:
Why not save yourself time, worry and money by letting us deal with the complexities of your self-assessment tax return? We’ve designed our self-assessment tax services to keep you compliant and stop you from receiving late payment fines if you miss a deadline.
Make sure you take full advantage of all the tax saving opportunities open to you - Contact us today for a free personal tax planning review.
We conduct Free Personal Tax Reviews with all of our clients to ensure your tax affairs are set up in the most efficient way that suits your circumstances.
If you need to bounce ideas around aboutyour business or finances, just pick up the phone or email one of the team. Aspart of our service, we provide unlimited free advice to all our clients,providing help whenever you need it.
Our team will handle all HMRCcommunications and attend meetings on your behalf. We also provide advice andsupport during personal tax investigations, including undisclosed rental incomeinvestigations under the Let Property Campaign. If HMRC launches aninvestigation into your finances, we’ll give you free tax investigationinsurance which covers our team’s professional fees for handling and fightinginvestigations.
Our UK qualified accountants have over 25 years experience with tax and dealing with HMRC.
All of our fees are quoted for and agreed in advance. This makes it easy for you to budget and protect your cashflow with our monthly payment terms.
Tax and wealth management planning
When you’re busy running a business orraising a family, it’s easy to put off financial planning for the future. Ourtax planning experts will do the hard work for you by delivering a servicetailored to you and your family.
We’ll review your finances, includingpensions and investments, and suggest options for saving tax to maximise thegrowth of your personal wealth.
Free personal tax planning review
As part of our self-assessment taxservice, we’ll conduct a personal tax review to ensure your tax affairs are setup efficiently for your circumstances. We’ll cover all your income sources,shares and investments, life and critical insurance, Capital Gains andInheritance tax, estates and trusts and available tax reliefs.
Remuneration planning
You may want to structure your ownremuneration package or are putting a remuneration strategy in place for youremployees. Or you may be coming to the UK to take up employment. Whatever yourcircumstances, our team can offer you comprehensive advice on employment taxmatters. We’ll help you mitigate your personal liabilities throughtax-efficient remuneration that benefits both you and your staff.
Pensions and retirement planning
Our pensions and retirement planningservice will provide you with advice on the best way to build your pensionretirement pot. We’ll help you maximise contributions and make sure you don’tbreach the lifetime allowance. We’ll advise you on the best options dependingon your personal circumstances, including different kinds of annuities andflexi-access drawdown plans.
Inheritance and estate planning
Our inheritance and estate planningservices will protect your wealth, so you pass on as much as you can to yourbeneficiaries when you die. We’ll look to minimise your exposure to inheritancetax using available reliefs, transferring assets into trust and making giftswhere appropriate. We’ll also make sure you have enough money to enjoy yourretirement plans.
International tax
We provide a comprehensive range ofinternational tax services to UK domiciled, expatriate and offshore clients. Weadvise on property issues for both resident and non-resident landlords,immigration and emigration tax matters and prepare tax returns fornon-residents and expats.
Self-assessment tax return and administration
We’ll take the stress away from completingand submitting your self-assessment tax return to HMRC. We’ll also transferyour paperwork to the cloud so you have a complete and accurate set of digitalrecords should HMRC decide to inspect them.
We’ll create a profit-and-loss statementfor you to help you identify how you can increase revenue or reduce costs tobecome more profitable. We’ll also carry out an analysis of your financialliabilities and make sure you’re claiming all tax relief you’re entitled to.
Tax and wealth management planning
When you’re busy running a business orraising a family, it’s easy to put off financial planning for the future. Ourtax planning experts will do the hard work for you by delivering a servicetailored to you and your family.
We’ll review your finances, includingpensions and investments, and suggest options for saving tax to maximise thegrowth of your personal wealth.
Free personal tax planning review
As part of our self-assessment taxservice, we’ll conduct a personal tax review to ensure your tax affairs are setup efficiently for your circumstances. We’ll cover all your income sources,shares and investments, life and critical insurance, Capital Gains andInheritance tax, estates and trusts and available tax reliefs.
Remuneration planning
You may want to structure your ownremuneration package or are putting a remuneration strategy in place for youremployees. Or you may be coming to the UK to take up employment. Whatever yourcircumstances, our team can offer you comprehensive advice on employment taxmatters. We’ll help you mitigate your personal liabilities throughtax-efficient remuneration that benefits both you and your staff.
Pensions and retirement planning
Our pensions and retirement planningservice will provide you with advice on the best way to build your pensionretirement pot. We’ll help you maximise contributions and make sure you don’tbreach the lifetime allowance. We’ll advise you on the best options dependingon your personal circumstances, including different kinds of annuities andflexi-access drawdown plans.
Inheritance and estate planning
Our inheritance and estate planningservices will protect your wealth, so you pass on as much as you can to yourbeneficiaries when you die. We’ll look to minimise your exposure to inheritancetax using available reliefs, transferring assets into trust and making giftswhere appropriate. We’ll also make sure you have enough money to enjoy yourretirement plans.
International tax
We provide a comprehensive range ofinternational tax services to UK domiciled, expatriate and offshore clients. Weadvise on property issues for both resident and non-resident landlords,immigration and emigration tax matters and prepare tax returns fornon-residents and expats.
Self-assessment tax return and administration
We’ll take the stress away from completingand submitting your self-assessment tax return to HMRC. We’ll also transferyour paperwork to the cloud so you have a complete and accurate set of digitalrecords should HMRC decide to inspect them.
We’ll create a profit-and-loss statementfor you to help you identify how you can increase revenue or reduce costs tobecome more profitable. We’ll also carry out an analysis of your financialliabilities and make sure you’re claiming all tax relief you’re entitled to.
Make sure you take full advantage of all the tax saving opportunities open to you - Contact us today for a free personal tax planning review.
