Individuals

We are able to help many different clients, with a wide variety of  needs.

Self Assessment Tax Returns

There are many reasons why you may need to complete a Self Assessment Tax Return, including, but not limited to, if you run your own business, if you have rental income, or if your income exceeds a certain threshold.

We are able to complete your Self Assessment Tax Return for your review and submit it electronically to HMRC once you have approved it. We will advise you of the amount of tax due, and the dates upon which payments need to be made to HMRC. 

We will discuss matters with you such as, for those with their own business, what any allowable expenses may be, whether it may be possible to claim a reduction for use of  your home as your office, whether you can claim business mileage, and so on.

For those with different sources of income who need to fill in a tax return, for example if you have rental income in addition to income from employment, again, we will discuss all aspects of this fully with you.

Making Tax Digital for Income Tax 

From April 2026, a new reporting regime known as ‘Making Tax Digital for Income Tax’ has been introduced for certain taxpayers. We are able to help you with the new reporting requirements if applicable, and will be very happy to discuss this with you.

Help and Advice

We want our clients to understand exactly where they stand, and we are very happy to offer advice in many different areas. A few examples are as follows, but if there is anything which you feel we may be able to help with, please do not hesitate to contact us.

  • PAYE- You may have received a coding notice from HMRC and wish to discuss the      implications of your new tax code, and the effect it may have on the amount of tax which you will be paying. We can review this with you and, if you wish, can deal with HMRC on your behalf if necessary.  
  • Landlords- If you are thinking of investing in property, or if you are an experienced landlord, we can offer advice on your reporting obligations, allowable expenses and any reliefs which may be claimed.
  • HMRC Correspondence- If you have been contacted by HMRC on any matter, and if you would like some advice as to how best to deal with it, we would be only too happy to help, and liaise with them on your behalf if necessary.