Self Assessment Tax

Completing a Self-Assessment tax return can be time-consuming and confusing, particularly when your income comes from multiple sources or circumstances change during the year. UK tax legislation places responsibility on the individual to accurately report their income and claim any available reliefs; any errors can result in unnecessary tax liabilities and penalties

Our experienced team support a wide range of individuals, directors, landlords and self-employed professionals with all aspects of the Self-Assessment process. We ensure your tax return is prepared accurately, submitted on time, and is reviewed for any potential tax efficiencies so you can rely on the fact you will be paying the correct amount of tax and not too much.

We assist clients with simple tax returns as well as those with more complex requirements, providing clear advice and communication to ensure you stay fully compliant and can spend your time and focus on what matters most – you and your business.

Our Self-Assessment services include: 

  • Preparing and submitting annual Self-Assessment tax returns

  • Advising on individual circumstances and keeping you up to date of changing legislations that may impact you or your business

  • Calculating your tax liability and payments on account

  • Identifying allowable expenses and tax reliefs

  • Advice for self-employed individuals and sole traders

  • Tax returns for company directors

  • Reporting property rental income for landlords

  • Declaring investment income, dividends and calculating capital gains

  • Advice on capital gains tax reporting requirements and available reliefs

  • Assistance with HMRC enquiries or compliance checks

  • Filing amended tax returns if corrections are needed

  • Advising on tax planning opportunities to minimise future tax liabilities

  • Managing deadlines and correspondence with HMRC on your behalf

  • Trust tax returns and associated repayment reclaims for beneficiaries

 

Discuss your requirements

If you would like to talk through your situation or upcoming deadlines, please contact us. We are happy to arrange an initial discussion without charge.

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