Self assessment, capital gains tax, residency analysis, foreign income, marriage allowance, child benefit charge, inheritance tax planning. Delivered by Chartered Tax Advisers, with the same care and senior-level attention as our business work.
Full preparation and submission of Self Assessment returns for individuals who need to file — company directors, the self-employed, landlords, those with capital gains, foreign income, dividend income above the allowance, or income above £100,000. We prepare the return accurately, claim every relief properly, and file in good time before the 31 January deadline. Fees are agreed upfront on a fixed basis.
If you sell a UK residential property and make a capital gain, you must report and pay CGT to HMRC within 60 days of completion — a separate filing from your Self Assessment, with its own penalty regime for missed deadlines. We handle the reporting and the calculation, including all available reliefs (Private Residence Relief, lettings relief where it still applies, BADR for qualifying business assets). For non-property capital gains, we work the position into the Self Assessment return.
Whether you’re moving abroad, returning to the UK, or trying to stay non-resident while spending time here, the Statutory Residence Test determines your UK tax position. We provide formal SRT analysis, advise on day-count and tie management, and handle the practical consequences. From April 2025, the new Foreign Income and Gains regime replaced the historic non-dom regime — we advise new UK residents on whether and how to elect, the four-year window mechanics, and the long-tail UK IHT exposure for long-term residents leaving.
UK residents with foreign income (employment, rental, dividends, capital gains) face a tax stack that depends on the income type, the source country and the relevant double taxation treaty. We handle the UK position, claim the treaty reliefs and foreign tax credits properly, and where the foreign side is complex we coordinate with overseas advisers.
The IHT landscape changed materially with the April 2026 Business Property Relief cap and the April 2027 inclusion of pension pots in the estate. For most families with significant wealth, the planning that worked five years ago needs revisiting. We advise on lifetime gifting, family investment companies, the seven-year rule, taper relief, the residence nil-rate band and the practical mechanics of estate planning. For more comprehensive HNWI work see our High Net Worth Individuals page.
The Marriage Allowance saves up to £252 per year and is regularly missed by couples where one partner is a non-taxpayer. The Trading Allowance, Property Allowance, Rent a Room scheme, gift aid for higher-rate taxpayers, professional subscription relief, and pension contribution relief above the basic rate are all valuable and often unclaimed. We work through the full picture.
Personal tax services are the right fit for:
If your tax position is straightforward — employment income only, PAYE-only, no other complications — you may not need to file at all, and we’ll tell you that honestly.
Free tools and calculators that complement the personal tax service.
Book a Free Discovery Call. We’ll talk through the situation and provide a clear fixed-fee quote — or tell you honestly if you don’t need our help.
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