Tax support, explained in plain English.

Tax return preparation, planning discussions and practical support with relevant correspondence from HMRC.

Know what is being prepared and what needs your attention.

Tax requirements vary with a person’s circumstances, income and business structure. We can discuss Self Assessment and relevant business tax work, explain the information needed and agree a suitable scope before starting.

Where planning is appropriate, the conversation considers your circumstances and the information available. We can also help you understand HMRC correspondence within the agreed service. Tax outcomes depend on the facts of each case and the rules that apply.

Discuss personal & business tax
Client reviewing tax documents with an accountant

Tax work, with your circumstances in view.

01Self Assessment

Organise relevant income and expense information and prepare personal tax returns within the agreed engagement.

02Business tax

Discuss tax work related to your business structure and reporting obligations, based on your records and circumstances.

03Tax planning

Review relevant options and considerations with reference to your circumstances and the information available.

04HMRC correspondence

Help interpret and respond to relevant HMRC letters or questions within the agreed scope.

05Inheritance tax matters

Discuss inheritance tax questions and whether they fall within the support required for your circumstances.

06Clear next steps

Explain information requirements, submission responsibilities and any actions you need to take.

What to have ready.

The records depend on your circumstances. We confirm the specific list before we begin.

  • Business accounts
  • Income statements
  • Expense records
  • Relevant employment documents
  • Any other supporting information for your situation

Your circumstances.
The relevant questions.

Ask our team
Do you help with personal and business tax matters?

Yes. We support private clients and businesses with relevant tax returns, planning discussions and HMRC correspondence. The work depends on your circumstances, the information available and the engagement scope we agree.

Can you help with a Self Assessment tax return?

Yes. We can discuss the income, expenses and other information relevant to your circumstances and the return you need prepared. Let us know the periods involved and any relevant filing or payment dates when you first contact us.

Can you help me understand a letter from HMRC?

Send an outline of what the letter relates to and any stated response date. We can discuss the correspondence, the relevant records and what support falls within the proposed engagement.

Can tax planning be discussed before I make a business decision?

Yes. Relevant tax considerations can be discussed before a transaction or change where the information and scope allow. The advice depends on the facts and applicable rules, so early discussion is more useful than assuming one approach suits every client.

Can tax work be coordinated with annual accounts?

Yes. Accounts and relevant tax requirements can be discussed together. We clarify which work is included, how the records connect and what information or responsibilities remain with the client.

What if a tax deadline is approaching?

Tell us the date and the current state of your records as soon as you contact us. We can assess the requirement and discuss a practical scope. Work and timing need to be agreed before assuming a return or response can be completed.

Can you advise when my personal circumstances change?

You can contact us about changes that may affect your tax position. Explain what has changed and any relevant dates or documents so we can discuss the tax questions and the proposed work in context.

Will tax advice guarantee a particular saving?

No single tax outcome applies to every situation. The useful starting point is accurate information about your circumstances and a clear discussion of the relevant options, responsibilities and rules.