Self Assessment returns

Not everyone needs to complete a tax return. If your tax affairs are straightforward you may already pay all of the tax due on your earnings or pensions through your tax code.

But you may need to complete a tax return if you have more complicated tax affairs, even if you already pay tax through your tax code. There are also certain circumstances in which you will always need to complete a tax return - for example if you’re:

self-employed
a company director
a trustee
receiving foreign income

Other situations where you may be required to complete a tax return include but are not limited to the following:

UK property - If you receive any income from UK property (including rents and other income from land you own or lease out)
Foreign - If you were entitled to any foreign income, or income gains have, or could have, received (directly or indirectly) income, or a capital payment or benefit from a person abroad as a result of any transfer of assets, or want to claim relief for foreign tax paid
Trusts etc. - If you receive, or are treated as having received, income from a trust, settlement or the residue of a deceased person’s estate
Capitals gains – If you disposed of any chargeable assets (including, for example, stocks, shares, units in a unit trust, land & property, goodwill in a business), or had any chargeable gains, or you wish to claim an allowable loss.
Non Resident Taxation, remittance basis etc - If for all or part of the tax year, one or more of the following applied to you – not resident, not ordinarily resident or not domiciled in the UK and claiming the remittance basis; or dual resident in the UK and another country

We are able to make completing your self-assessment tax returns ensuring legal compliance does not become a chore. We are able to offer advice concerning personal tax circumstances and inform you of the tax options you have open to you. Contact Us

Personal Tax Services

Self Assessment returns