Personal tax services

Self-Assessment Tax Returns

It is a common misconception that individuals only have to submit a Self-Assessment Tax Return if they are asked to do so by HMRC. The reverse is true. All individuals have a legal obligation to notify HMRC about any taxable income they receive during each fiscal tax year ending 5 April. Where you have not already done so, register with HMRC here.

We offer a friendly, quick and inexpensive service (from £100 plus vat) to prepare Tax Returns and calculate the tax you should be paying under Self-Assessment. If completing your Tax Return is one task you really dread, then let us do it for you.

First use our Tax Return Questionnaire to collect together the information you will need to complete your Tax Return.

Next call 01737 551904 to make an appointment to visit us. We can normally complete and file the Return the same day if you have brought along all the information needed.

We charge £35 per hour for preparation of Returns and accounts and £85 per hour for an overall review. All figures are net of VAT. Our typical charges are detailed here and the types of Return we process are shown here. A detailed quote can be supplied before we commence work each year which you agree and we will let you know if for any reason, we are materially outside the budget. We keep detailed time ledgers which are available upon request. For 2016/17 Returns the deadline is 31 January 2018.

Capital Gains planning (CGT)

The rules surrounding CGT are complex. If you are disposing of a property, a business or an investment then the sooner you take proper professional advice the better.

Entrepreneurs’ Relief (ER)

Published 13 September 2017.

Updated 23 November 2017.