Tax does not need to be worrying
After just one meeting you’ll feel more in control of your tax and your life
How we can help with your Tax
Are you finding it difficult to prepare your Self Assessment Tax Return?
Have you missed the 31st October deadline to file your Self Assessment Tax Return by paper?
Are you struggling to navigate the HMRC website or cannot find your login details?
You have outstanding Tax Returns from earlier years, and you are unsure how to report these to HMRC.
Do you need to notify HMRC of untaxed income you have received over a number of years?
Do you think you may miss the 31st January filing date?
You need a simple and no-nonsense approach to your personal Tax affairs?
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Stamp Duty
Have you bought a second home
or company shares
Are you a non-resident
Do you need assistance in reclaiming
higher rates of stamp duty?
Personal Tax
There are many reasons why you may need to complete a personal self-assessment tax return. These may include:
A higher earner of £100,000 Plus
Receipt of rental property income
Capital Gains Income
Foreign Income
Income from a Trust
Capital Gains Tax
The sale of an asset such as a portfolio of shares or a second property may result in you owing Capital Gains Tax.
The sale of a second property requires
a self-assessment tax return, a real-time disclosure and payment of the tax liability within 60 days of completion.
Trusts and Inheritance Tax
Both the income received by a Trust and the income paid by a Trust needs to be reported in their respective tax returns.
Trusts can also incur periodic charges every ten years which require additional reporting to HMRC within the specified time scale.
The Inheritance Tax rate is 40%, however there are many opportunities available to reduce this with some tax planning.
Tax Planning
Are you claiming all the tax allowances and opportunities to help reduce your tax bill and save you money?
Personal Pension Contributions
Enterprise Investment Scheme
Venture Capital Trust VCT
Capital Gains Tax
Inheritance Tax
Let Property Income
Income from renting a property must be reported even if there’s no profit.
HMRC operate a disclosure scheme to bring your tax affairs up to date and potentially minimise any penalties.
If you’re working abroad and renting your home this income also needs to be reported