Personal and Family Tax Planning

Benjamin Franklin’s often-quoted remark that “nothing is certain, except death and taxes” holds as true today as ever, but the quality and length of your life and how much tax you’ll pay are much more open to debate. Every client must account for taxes in one form or another, from a relatively straightforward Self Assessment Tax Return to a much more complex structure of business and individual taxes.

Preparing and filing a Self Assessment Tax Return can be stressful and demanding for many people. Even if your return is relatively simple, recognising and collating the accurate information that HMRC needs while understanding the various allowances and tax reliefs can be time-consuming.

A straightforward return can also quickly become more complex as income from investments, an element of selfemployment, and any income from a rented property get added to the mix. Our specialist personal tax team has years of experience and expertise in dealing with Self Assessment Tax Returns for many clients.

We can complete your Self Assessment Tax Return on your behalf, calculate your tax bill, and deal with HMRC. We will ensure we present all information correctly to mitigate your liabilities.

The Self Assessment Tax Return services we offer include the following:

• Assisting with the collation and preparation of your necessary financial information

• Assisting with the preparation of your Self Assessment Tax Return

• Accurately calculating your tax bills

• Advising you of all tax payments due

• Ensuring you meet the deadlines to avoid penalties and interest

• Dealing with HMRC on your behalf

• Dealing with any enquiries from HMRC following tax returns

• Handling other matters such as checking PAYE code numbers and statements of account.