Self Assessment

If you’re a company director, landlord, sole trader, or have income outside PAYE, you likely need to file a Self Assessment tax return. We prepare and file it for you — capturing income from all sources, claiming every allowable expense and relief, and making sure it’s submitted before the 31 January deadline.

No last-minute panic, no missed allowances, and no penalties. We tell you exactly what to pay and when.

Do you need to file a Self Assessment return?

You generally need to file if you are:

• Self-employed or a partner in a partnership;
• A company director with untaxed income;
• A landlord receiving rental income;
• A higher earner, or someone with significant dividends, savings, capital gains or foreign income;
• Affected by the High Income Child Benefit Charge.

If you’re not sure, ask us — getting it wrong in either direction is costly.

What we handle for you

We gather your income from every source, calculate your liability, and make sure you claim all the allowable expenses and reliefs you’re entitled to — pension contributions, Gift Aid, the marriage allowance and more. We file online with HMRC and give you a clear breakdown of what to pay.

Deadlines, payments on account and penalties

Online returns and any tax owed are due by 31 January following the tax year, with a second payment on account due 31 July. Miss the deadline and HMRC charges an immediate £100 penalty, with daily penalties and interest mounting after that. We file well ahead so you know your liability in good time — and we look for ways to reduce it through proactive tax planning.