Self Assessment

Self Assessment

Increasing complexity, greater penalties and digitisation, complying with the tax rules has never been more important – or more challenging.

Our comprehensive personal tax service is a natural complement to the corporate tax service. As a firm of tax advisers we’ll ensure you pay the minimum amount of tax each year.

With computerised tax returns and electronic lodgement you will be advised of your tax liability for the current tax year and the payment required for the following year.

Our services include:

  • Annual review of your taxation affairs; providing advice on tax planning opportunities and claims.
  • Preparation of self assessment tax returns for:
    • Individuals including company directors
    • Sole traders
    • Business partnerships and partners
    • High net worth individuals
    • Others who have an obligation or requirement to prepare an annual tax return
  • Calculating your tax liability (or refund) and notifying you when payments are due.
  • General capital gains tax advice.
  • Dealing with post-submission issues, HMRC enquiries and investigations.
  • Advising on the obligation of the disclosure of tax planning schemes, capital transactions to HMRC and completion of any necessary forms.