Individual

INDIVIDUAL

We offer bespoke support to individuals around their tax position, including income tax, Capital Gains Tax and Inheritance Tax. We also provide Self-Assessment Tax Return services to remove the burden of completing and filing your Return.

Our fees for Self-Assessment Tax Returns are as follows

Simple Tax Return
from £175 (plus VAT)

The Simple Tax Return service for individuals covers unlimited income from employment (P60), employment benefits (P11D) and bank interest and dividends totalling less than £10K.

Capital gains and losses are not included.

Gold Tax Return
from £250 (plus VAT)

Our Gold Tax Return service includes anything covered by the Simple service and also covers:

  • Bank interest / dividends of up to £25K from up to ten sources
  • One rental property (not including furnished holiday let)
  • Capital gains/losses of up to £25K from up to five sources
  • Company Share Schemes

Platinum Tax Return
from £400 (plus VAT)

Our Platinum Tax Return service is for clients with more complex financial affairs. This includes anything covered by the Gold service as well as:

  • Bank interest or dividends of up to £25K from up to twenty sources
  • Up to three rental properties (not including furnished holiday lets)
  • Capital gains/losses of up to £100K from up to ten sources

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