Tax does not need to be worrying

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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

With over 25 years of Tax experience, we ensure that all our clients sleep at night.

Call 01442 828006

Tring, Aston Clinton, Aylesbury,
Berkhamsted & Leighton Buzzard.