Self Assessment Tax Returns
A Self Assessment return is how HMRC works out the tax you owe on income that is not fully taxed at source. We prepare and file it accurately, claim every relief you are entitled to, and tell you what to pay and when.
Who this is for
- Employees with rental, dividend, interest or overseas income
- Landlords and sole traders
- Company directors taking dividends
- High earners with a Child Benefit charge or pension-relief adjustments
- NRIs and anyone with income or assets outside the UK
What we cover
Employment, pension and savings income
We reconcile your P60s, payslips and statements so nothing is missed or double counted.
Property and self-employment
Rental profit, allowable expenses and trading income worked out and reported correctly.
Foreign income and gains
Overseas pages, foreign tax credit relief and the residence and domicile pages completed properly.
Reliefs and allowances
Gift Aid, pension contributions, Marriage Allowance and the Child Benefit charge handled for you.
Payments on account
A clear plan for what is due on 31 January and 31 July so there are no surprises.
How it works
- 1
Free call
We confirm whether you need to file and what we need from you.
- 2
Share your documents
Send your figures through the secure portal. We chase anything that is missing.
- 3
Review and approve
We explain the return and the tax due before anything is submitted.
- 4
We file and you pay
We submit to HMRC, confirm receipt and set out your payment dates.
Frequently asked questions
Do I need to file a Self Assessment return?
Usually yes if you are self-employed, a landlord, a company director with untaxed income, have foreign income, owe the High Income Child Benefit Charge, or have other income HMRC has not taxed at source. If you are unsure, book a free call and we will tell you.
What are the Self Assessment deadlines?
The online return and the balancing payment are normally due by 31 January after the end of the tax year (which ends on 5 April). Payments on account fall due on 31 January and 31 July. Missing the filing deadline brings an automatic penalty.
I only just realised I should have filed. What now?
Do not ignore it. We can register you, prepare the late returns and deal with HMRC on any penalties. The earlier it is dealt with, the smaller the problem usually is.
Can you file my return if I live abroad?
Yes. Many of our clients are NRIs or expats with UK income. We handle everything remotely.
Official guidance: GOV.UK: Self Assessment tax returns
This page is general information, not personal tax advice. Rules change and your circumstances matter, so please speak to us before acting.
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