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Working with Individuals

Whether you've got a rental property and need to submit a personal tax return, or need tax planning advice on the sale of your company, we can help. 

Here's how we get things up and running: 

- Understand personal taxation affairs

- Glean self assessment information from previous advisers (if previous returns have been submitted)

- Register you for self assessment with HMRC and help you understand the self assessment process (if no return has been filed before)

- Apply for agent access with HMRC

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Lets Begin

Ongoing Support

As part of your self assessment return, we'd typically capture: 

- Employment income

- Savings & dividend income

- Self employment income

- Property income 

- Capital gains/losses

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(This list is not exhaustive!)

Additional services we can provide you with: 

- Specialist tax advice and planning 

- SEIS/EIS relief

- Foreign income planning 

- Personal budgeting

 

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Additional Support

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