Personal tax services, tax returns and tax advice

Personal Tax Support & Advice | Accountants In Burton On Trent

It’s important to think about your own personal tax situation and to make sure you’re maximising any potential allowances and reliefs. Depending on your circumstances you could be in the Self Assessment system for different reasons.

But whatever they are, there will still be various annual allowances and tax bands that expire on 5 April each year. By taking advantage of these different tax brackets, tax-free allowances and concessions – and making sure this happens before the year-end – you can, potentially, realise some significant tax savings.


We provide personal tax services for business owners and private individuals including…

  • All aspects of Self Assessment
  • Dealing with Tax Returns
  • Tax enquiries
  • Computation of liabilities
  • Tax disputes
  • Correspondence with HMRC
  • Inheritance tax planning
  • Tax Investigation Fees Protection
  • Trusts
  • Partnership tax returns


Get In Touch Now

Personal Tax Support & Advice

Planning for the tax year-end helps you to stay tax efficient. So, there’s real value in running through a checklist and getting your personal finances ready for the end of the tax year. As your accountant, we can help you get your numbers in order and advise you on any elements where you might need some help.

 

A word on HMRC Tax Investigations - It is an unfortunate fact of business life that you may come under enquiry by HMRC through no fault of your own or of your accountant. HMRC now investigates businesses at random as well as for specific reasons.

A full investigation is not a pleasant experience for anyone. Without expert defence it is possible to get trampled all over.

To protect against this, we sign all of our clients up to a tax investigation insurance policy that in the case of an enquiry will cover the cost of our fees to defend the investigation. 

To Find Out More About Our Personal Tax Support

Drop us a line and we’ll get back to you!

Sign up for our newsletter

Frequently Asked Questions

  • Do I need to submit a tax return?

    You may need to file a Self Assessment tax return if you are:

    • Self-employed or a sole trader
    • A company director
    • Receiving rental income
    • Earning over £100,000
    • Receiving income from savings, investments or dividends above certain thresholds
    • Claiming child benefit while earning over £50,000
    • If you're unsure, we're happy to advise.

  • What documents do I need to provide?

    Typically, we’ll need:

    • Your Unique Taxpayer Reference (UTR)
    • P60 or P45 forms
    • Self-employment income and expenses
    • Dividend and interest statements
    • Pension statements
    • Details of rental income and expenses
    • Any other income received during the tax year

    We'll send you a tailored checklist so you know exactly what to provide.

  • When is the tax return deadline?

    • For online tax returns: 31 January
    • Any tax owed must also be paid by 31 January
    • Any returns where the liability is coded into the following year’s PAYE code: 31 December

    We recommend getting started well before the deadline to avoid last-minute stress.

  • How much does it cost to have my tax return done?

    Our fees depend on the complexity of your return. For straightforward returns, we offer a fixed fee. If your affairs are more involved (e.g. multiple income sources, property, or capital gains), we’ll provide a tailored quote upfront with no hidden costs.

  • Can you help if I’ve never submitted a tax return before?

    Absolutely. We’ll guide you through the process, register you with HMRC if needed, and make sure your return is submitted correctly and on time.

  • Can you help if I’m behind or have missed deadlines?

    Yes, we can help clients catch up on late or missing tax returns. We can also communicate with HMRC on your behalf and help minimise any penalties where possible.

  • Can you deal with HMRC for me?

    Yes. Once we’re authorised as your agent, we receive copies of your HMRC correspondence and queries, providing you with peace of mind.

  • What happens after I send you my information?

    We’ll:

    1. Review your documents
    2. Prepare your draft tax return
    3. Send it to you for approval and explanation of any tax due
    4. Submit the return to HMRC once approved

    We'll also remind you of any payment deadlines and what to pay.

  • Do you offer support year-round, or just at tax time?

    We’re here all year round. Whether it’s a one-off query or ongoing advice, you’re welcome to get in touch with us any time.

  • Can you help me reduce my tax bill?

    Yes. We make sure all allowable expenses and reliefs are claimed and advise on tax-saving opportunities based on your situation.

STILL UNSURE?
SEE ALL SERVICES OR GIVE US A CALL