Personal tax returns

Tax services for individuals

Looking after your own personal tax, outside your business, can be a challenge. We aim to make it, if not a pleasure, then at least as easy as it can be, with a flexible and smooth process that helps you get the most out of your money.

Your personal tax situation can change at many different points in your life. You might get a new high-paying job, for example, or buy a rental property, or even receive a substantial inheritance. We love the stories that lie behind the paperwork almost as much as we enjoy cracking complex tax problems.

Our personal tax accountants are qualified, experienced and easy to talk to. If you’ve got questions or ideas, they’ll always be happy to listen – and they have plenty of suggestions of their own, too. There are, after all, many reliefs and allowances available, and easy changes you can make, that could bring your tax bill down.

For most clients, we look after the processing of income tax self-assessment returns from beginning to end. We can also review draft tax returns you’ve put together yourself to give you the reassurance that they’re fully compliant.

With the roll-out of Making Tax Digital for income tax self-assessment (MTD for ITSA) underway, we’ll provide guidance on how you can comply with MTD using cloud accounting software from Xero or Sage.

Our services include:

• self-assessment tax returns
• pension contribution tax rebates
• buy-to-let rental income calculations
• sole trader business tax returns
• high-net-worth individual tax returns
• business partnership returns