PERSONAL Tax Services
To individuals, including the completion of Self-Assessment Tax Returns, providing advice to UK and non-UK resident clients, to include the rental and disposals of UK properties.
HMRC Enquiries
We have successfully dealt with many HMRC enquiries over the years as we, having worked previously for HMRC, know how they work and the guidance they must follow. As a result, we are able to deal with these more cost-effectively saving you fees.
Appeals against HMRC Penalties
Again we have an excellent track record in getting HMRC penalties overturned without recourse to the FTT (First-Tier Tribunal).
Subcontractors working in the construction sector
If you are working self-employed, under CIS, then we can help you file your tax return efficiently and assist with claims to expenses, some of which you may not be aware are deductible, as well as reclaiming any overpaid CIS deductions.
Repayment Claims
If you are leaving the UK we are able to deal with your claim to repayment from HMRC. In addition, if you are an employee we are able to check to see if you are due for any refunds for previous tax years as you could, without your knowledge, have been on the wrong tax code and therefore overpaid tax!
Income and expenditure accounts
If you are trading as a sole trader, have property(s) you rent out, and require income and expenditure accounts we can prepare these for you.
The Worldwide Disclosure Facility
The HMRC Worldwide Disclosure Facility (WDF) is a voluntary disclosure of UK tax due in relation to offshore matters. Information from numerous countries has been passed to the UK under the Organisation for Economic Co-operation and Development’s Common Reporting Standard (CRS) annually.
The process of calculating tax due and settling liabilities is complex. Different rules in the UK for income and capital gains can add to this. The rules may be different for non-UK domiciled individuals or where there are periods of non-UK tax residence.
With years of experience, we offer a confidential service to clients who need to disclose to the WDF having received a ‘prompt’ letter from HMRC or those who wish to make a voluntary disclosure.
Experienced Personal Tax Specialists
We have worked in tax for over 40 years, with the majority of this time spent working for HMRC, latterly in the role of a tax inspector. After leaving HMRC we have more than 30 years working in private practice as personal tax consultants.
We have always been customer-service-driven. Indeed, on more than one occasion has a client commented on the fact that they were pleasantly surprised, having sent an email on the weekend, to receive a reply on the same day.
We relish taking on HMRC enquiries; when we worked with HMRC we were the gamekeeper now we are the poacher.
As for penalties, we have a 99% track record in getting them waived which gives us enormous satisfaction.
In this modern tech-savvy age, we have had many clients who live in other parts of the country and overseas which is not a problem given the facilities of Microsoft Teams, Zoom and Skype at our disposal.
