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.

Self Assessment Tax Return options that we offer are as follows

Simple Tax Return

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

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

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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