Personal tax & Self Assessment tax returns

Self Assessment tax returns

Whether you're employed, a company director, self-employed, a contractor or a landlord, we take the stress out of your tax return and make sure it's filed correctly and on time. We work with clients in Oxford and across the UK. If you earn extra income – for example from renting out a property or a room, working for yourself, or making a profit from selling assets such as a second property or shares – you may need to file a tax return, even if most of your income is taxed through PAYE.

Our Self Assessment tax return service makes the process simple. We prepare and submit your return to HMRC, make sure you claim all the tax reliefs you're entitled to, and help you understand what you owe. We'll also remind you of key deadlines so you avoid late penalties. With our support, you’ll pay the right amount of tax – no more, no less. Get in touch to find out how we can help.

Self-employment income, incl. Personal VAT return

If you are self-employed we can help you report business earnings and expenses correctly, ensuring you claim all eligible deductions. If your combined self-employment and property income is over £50,000, you now also fall under Making Tax Digital (MTD) for Income Tax – keeping digital records and sending HMRC quarterly updates. We'll set you up on compatible software and handle the quarterly filing for you. For VAT-registered individuals, we handle your Personal VAT returns, advising on when to charge VAT, what you can reclaim, and ensuring timely submissions to avoid penalties. Get in touch to find out how we can support you.

Capital gains tax planning

Our Capital gains tax planning service helps you manage taxes when selling or giving away valuable assets. We'll show you legitimate ways to reduce your tax bill through available reliefs, exemptions, and careful timing of disposals. We guide you through reporting requirements while making sure you don't pay more than necessary when transferring property, investments, or business assets.

Inheritance tax planning

Our Inheritance tax planning service helps you protect more of your assets for your loved ones. We'll show you legal ways to reduce the tax burden on those who will receive assets from your estate, including gift allowances, trusts, and exemptions. We work with you to create a clear plan that safeguards your legacy while following all HMRC rules.

Land and property tax planning

If you are a property or land owner, we'll show you which expenses you can claim, how home improvements affect your taxes, and the best times to sell or give away property to reduce your tax bill.

We help you manage rental income taxes efficiently while staying within HMRC rules. Whether you own residential, business properties, or land, we'll set things up in the most tax-friendly way, ensuring you get all the tax breaks available to you.

Investment income

Regardless of whether you have trading income, rental income, or other investment earnings, we'll help you manage taxation on your dividends, interest and rental income. We'll guide you through reporting these earnings correctly while finding compliant ways to reduce your tax.

We ensure you benefit from all available allowances and reliefs specific to different investment types, while providing advice on structuring your investments tax-efficiently. Get in touch to find out how we can support you.