Personal Tax and Self Assessment for Individuals

Many people pay all their tax through PAYE and never need a tax return. Others have income or gains that HMRC needs to hear about through Self Assessment, such as dividends, savings interest above the allowances, foreign income or capital gains. We confirm whether you need to file, prepare the return from your records and explain the tax due and any payments on account.

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Common challenges

  • Not knowing whether a tax return is required
  • Several income sources with no single summary
  • Payments on account arriving unexpectedly
  • Capital gains or foreign income that need careful reporting

How we help

  • Confirm whether you need to file a Self Assessment return
  • Register you with HMRC where a return is needed for the first time
  • Prepare and file your return after you approve the draft
  • Calculate Capital Gains Tax on disposals you report

Related services

These services are most often relevant for individuals. Each service page explains what is included and how the process works.

  • Self AssessmentSelf Assessment Tax Returns for individuals, sole traders, company directors and other taxpayers, prepared from the relevant income, expenses and supporting tax information.
  • Capital Gains TaxCapital Gains Tax calculations for disposals of shares, business assets, residential property and other chargeable assets, with reporting through the correct HMRC route.
  • Inheritance TaxInheritance tax calculations, estate reporting and lifetime transfer analysis. Probate and will drafting are not provided.
  • HMRC RegistrationsRegistration with HMRC for Self Assessment, Corporation Tax, PAYE, VAT and CIS, so each tax is set up correctly and on time.

Frequently asked questions

Often not, if all your income is taxed through PAYE. You may need to file if you have other untaxed income, capital gains to report, the High Income Child Benefit Charge to pay outside PAYE, or a notice to file from HMRC.

Yes. You can engage us for one tax year or on an ongoing basis.

Talk through your circumstances

Tell us what you need and we will outline a clear next step before any engagement begins.

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