Self Assessment Tax Accountant
We can assist you with your tax compliance obligations, which mostly involves the preparation and submission of Self Assessment tax returns, but also includes the preparation and submission of tax repayment claims, tax elections, Non-Resident CGT returns and much more.
In addition, as Self Assessment accountants, we register as your tax agent with HM Revenue & Customs (HMRC) and liaise with them directly regarding your tax affairs, taking that burden off you.
What is Self Assessment?
Self Assessment is the main system HMRC uses to collect direct tax and is the way in which tax returns are submitted. Essentially individuals, businesses and trusts ‘self assess’ their income and gains and include these on their own tax returns and submit these to HMRC.
Tax is usually deducted automatically from wages, pensions and some savings. Individuals with other income must report it in a tax return. Businesses and trusts are also required to report their income in a tax return.
Self Assessment tax returns - Individuals
We have extensive experience preparing and submitting Self Assessment tax returns for individuals, and have experience of a wide range of different types of individual clients, including the below.
For a free, no obligation consultation or a fee quote, please contact us.
Self-Employed individuals
We can assist self-employed individuals with accounts and tax compliance obligations, which mostly involves the preparation of annual accounts and submission of Self Assessment tax returns.
In addition, Making Tax Digital for Income Tax (MTD) is being introduced in stages for self-employed individuals. Those within the rules are required to keep digital accounting records using compatible software and submit quarterly updates to HMRC, in addition to completing their year-end tax reporting.
MTD became mandatory from April 2026 for qualifying individuals with combined gross self-employment and property income exceeding £50,000, with the threshold reducing to £30,000 from April 2027 and £20,000 from April 2028.
We can help with every stage of MTD, including choosing and setting up suitable accounting software, maintaining digital bookkeeping records, preparing quarterly submissions and completing your year-end tax return.
For more information, see our Making Tax Digital page.
High Net Worth individuals
High net worth individuals often have complex tax affairs, comprising not only earned income, but a large amount of investment income too, often from a number of sources. In addition, it is not uncommon for a number of capital transactions to occur every year.
As a result, the preparation of a Self Assessment tax return for a high net worth individual is often very involved, and tax planning is considered at every stage.
UK Tax Residence and Foreign Income & Gains
An individual’s UK tax position can be heavily influenced by their tax residence status and their connections with the UK:
UK residents are generally subject to UK tax on their worldwide income and capital gains, although relief may be available under the new Foreign Income and Gains (FIG) regime.
Non-UK residents are generally subject to UK tax on their UK-source income and certain UK gains, although the position will depend on their individual circumstances and any applicable Double Taxation Agreement.
Qualifying new UK residents may be able to claim the four-year Foreign Income and Gains (FIG) regime. This can provide exemption from UK tax on eligible foreign income and gains arising during their first four years of UK residence, provided they were non-UK resident for at least the previous 10 consecutive tax years.
Former remittance basis users may also be able to benefit from the Temporary Repatriation Facility (TRF), which provides a limited opportunity to designate certain pre-6 April 2025 foreign income and gains at a reduced tax rate and bring those funds to the UK without the normal remittance basis tax charge.
UK residence, overseas income and capital gains can be particularly complex, especially where an individual is moving to or from the UK, has income or assets overseas, or has previously claimed the remittance basis.
This is an area of taxation in which we specialise. As well as advising on the Statutory Residence Test, split-year treatment, the FIG regime, the Temporary Repatriation Facility and Double Taxation Agreements, we prepare Self Assessment tax returns to ensure overseas income, gains and residence positions are correctly reported to HMRC.
For more information around services we offer expats, see our Expat Tax page.
Property Landlords
From single property buy-to-let landlords to seasoned property investors, we prepare Self Assessment tax returns for landlords as well as offering tax advice to help maximise the tax efficiency of landlords’ portfolios.
For more information around services we offer for landlords, see our Property Tax page.
In addition, Making Tax Digital for Income Tax (MTD) is also being introduced in stages for individual landlords. Those within the rules are required to keep digital records of their property income and expenses using compatible software and submit quarterly updates to HMRC.
MTD became mandatory from April 2026 for qualifying individuals with combined gross property and self-employment income exceeding £50,000, with the threshold reducing to £30,000 from April 2027 and £20,000 from April 2028.
We can help landlords prepare for and comply with MTD, including setting up suitable software, maintaining digital property records, preparing quarterly submissions and completing the year-end tax return.
For further information, see our dedicated Making Tax Digital for Landlords page.
Employed individuals
Although tax is deducted at source on salaries, tax relief on pension contributions is often missed, as many individuals wrongly assume that they are receiving full tax relief on their contributions, but it can be the case with occupational pension schemes that only basic rate tax relief is obtained through the payroll, and the balance needs to be obtained though a Self Assessment tax return, which will generate a tax repayment/
Self Assessment tax returns - Partnerships
We can assist with business tax compliance obligations, including preparing and submitting Self Assessment tax returns for partnerships as well as their partners.
For a free, no obligation consultation or a fee quote, please contact us.
Self Assessment tax returns - Companies
As well as the preparation of statutory accounts for limited companies and submitting these to Companies House, we also prepare and submit corporation tax Self Assessment returns.
For a free, no obligation consultation or a fee quote, please contact us.
Self Assessment tax returns - Trusts and Estates
Most trusts which hold income generating assets (such as investments, rental properties or even bank accounts), or trusts that have capital gains, are required to submit Self Assessment tax returns to HMRC and pay tax on their income and gains. The same applies for estates where income and gains arise in the administration period.
Trusts and estates are a complex area of taxation, and it is an area that we specialise in. As well as providing tax advice in this area, we prepare Self Assessment tax returns for clients to ensure the correct information is disclosed to HMRC.
For a free, no obligation consultation or a fee quote, please contact us.
Other Related Services
Tax Repayment Claims
If you are not required to submit a Self Assessment tax return but a tax repayment is due (for example when an employee has not been reimbursed for expenses, or if a beneficiary receives a distribution from a discretionary trust), we can prepare tax repayment claims for you and submit these to HMRC.
Tax Elections
Tax elections can be made on a variety of things, such as Principal Private Residence (PPR) relief on a main home, Gift relief, Entrepreneur’s relief, relief for trading losses and much more.
A number of these are standalone claims, but some are claimed on the Self Assessment tax return, and we can assist with both types.
Online Capital Gains Tax (CGT) returns
Individuals are required to submit a Capital Gains Tax return to HMRC within 60 days of the sale of a UK residential property. The disposal is also required to be reported in the relevant Self Assessment tax return as well, but the first priority is the CGT return.
In addition, CGT returns also need to be submitted by personal representatives, trustees, partners in partnerships, companies and funds in certain circumstances and sell UK residential property.
We have extensive experience advising individuals regarding CGT as well as preparing and submitting CGT returns.
Tax Advice
As a Chartered Tax Adviser practice, we pride ourselves on providing tax advice to help you maximise your tax efficiency, on top of completing your accounts and Self Assessment tax returns. We can advise on a wide range of tax planning opportunities. For more information on what we do, see our services pages.
Tax Enquiries and Investigations
In the event of an enquiry or investigation by HMRC, we can deal directly with HMRC on your behalf to ensure the enquiry is dealt with in the most efficient manner, risks are minimised and additional tax liabilities & penalties are mitigated.
If we prepare a Self Assessment tax return for you, we offer an optional tax enquiry fee protection service, which for a modest annual fee covers our professional costs in dealing with an enquiry into your tax affairs.
Personal Service by Chartered Professionals
We take time to understand the needs of your personal & family situation and combine this with the technical expertise of Chartered Tax Advisers; our pledge for our personal & family clients is that your affairs will be overseen by a Chartered Tax Adviser.
Contact Us
If you would like a free, no obligation consultation or a fee quote, in respect of any of the services above, please contact us.