“As executors of the estate and trustees of the will trust, we were always impressed by the efficiency and punctuality with which you attended to all the many issues involved.”
− Kevin Feeney, Wealth Management client
Personal Tax Compliance
Self assessment can be a time consuming and often confusing business for busy individuals.
And judging by the hundreds of thousands of taxpayers who are penalized by HM Revenue & Customs each year it can also be very costly if:
- Deadlines are missed
- Incorrect returns are delivered
- Appropriate records are not retained or presented
We aim to spare you all these headaches and free up your valuable time by offering a comprehensive Individual Self Assessment service, including:
- Liaising with your bank, building society, stockbrokers etc to gather the relevant data for your annual returns
- Calculating your tax liability
- Completing and filing your tax return on your behalf
- Advising you when various payments are due and how much to pay
- Advising on appropriate record retention
- Introducing you to any relevant tax saving ideas
- Representing you in the event of your being selected for investigation by HM Revenue & Customs
