You are a company director
Salary, dividends, benefits, expenses and director’s loans need consistency with company records.
London-based Chartered Certified Accountants and Chartered Tax Advisers preparing personal tax returns for clients across the UK. Fees start from £400 and are agreed before work begins.
Expert perspective
We prepare Self Assessment returns for landlords, company directors, professionals, sole traders and investors. We also handle returns involving foreign income and gains, with specialist advice scoped where the residence or cross-border position needs further work.
Your agreed return service includes a tailored information request, preparation of the return and calculation from the records supplied, a review of relevant claims and reliefs, your approval before submission, and an explanation of the balance due and any payments on account. HMRC agent authorisation is arranged where required.
Personal tax services start from £400. The final quote depends on income sources, properties, disposals, overseas matters and the condition of the records. Bookkeeping, historic corrections, separate property CGT returns, HMRC enquiries and substantial tax planning are agreed separately where needed. There are no unexplained additions to the agreed scope.
Personal tax services start from £400. The final fee depends on the agreed scope. How our fees work.
When this matters
Early review creates time to find evidence, correct assumptions and make choices before a deadline fixes the result.
Salary, dividends, benefits, expenses and director’s loans need consistency with company records.
Property schedules, finance costs, jointly owned income and losses must connect to the wider return.
Dividends, interest, fund distributions and gains can be incomplete on a single platform summary.
PAYE codes, duplicate income, missing relief or payments may need correction through the return or direct correspondence.
The technical review
A defensible answer is based on the full factual pattern and is reported consistently across every relevant return.
P60 and P11D figures, expenses, professional subscriptions, share awards, termination payments and tax-code adjustments.
Self-employment, partnership allocations, salary, dividends, benefits and director’s loan consequences.
Rental income and costs, finance-cost relief, losses, joint ownership and furnished holiday letting transitions where relevant.
UK and foreign interest, dividends, fund distributions, offshore reporting status and tax already withheld.
Share pools, property, cryptoassets, gifts, losses, relief claims and separate property-return information.
Pensions, Gift Aid, loss claims, tax deducted, student loans, High Income Child Benefit Charge and payments on account.
What changes the answer
We distinguish tax for the completed year from advance payments and other deadlines so you know what each amount represents.
How UA Tax works
You know what to provide, what we will prepare and when you need to approve and pay.
Tell us your income sources, properties, disposals and deadline. We confirm the work, fee and information needed before starting.
Complete client checks and send the requested records through the secure route we arrange. We identify gaps and queries early.
You receive the draft for approval, with the liability, assumptions and payments on account explained.
After your approval we submit the return, confirm filing and explain payment dates and relevant next-year actions.
Questions worth asking
Usually employment forms, dividend and interest statements, pension and Gift Aid evidence, rental records, disposal documents and details of tax paid. We provide a tailored checklist based on your known circumstances.
With authority, we can access certain HMRC data, but it may be incomplete or delayed. You remain the best source for complete bank, investment, property and overseas records.
They are advance instalments towards the next year’s income-tax and Class 4 National Insurance liability where the statutory conditions apply. A balancing payment later reconciles them to the final return.
A return can normally be amended within a statutory window. After that, overpayment relief or disclosure routes may exist depending on the issue and dates. Penalties and interest should be addressed promptly.
We consider tax deducted and coding adjustments when reconciling the return. If a code is clearly using outdated or duplicated information, we can agree the next correction step.
After we understand the number and complexity of income sources, gains, property and international matters. We agree the scope and fee before preparing the return.
UA Tax personal tax services start from £400. The final fee reflects the number and complexity of income sources, properties, gains and overseas matters, as well as the records available. We agree the fee and scope upfront.
Yes. We can take over your personal tax return, review a defined issue or provide specialist advice alongside your existing accountant. Responsibilities, authority and any professional handover are agreed before work begins.
No. We work with clients across the UK using secure digital records, telephone calls and Microsoft Teams. Any in-person meeting is arranged in advance.
Tell us promptly whether you have a UTR, when you applied and what HMRC has issued. We review registration or reactivation alongside return preparation. A later filing notice does not automatically extend the tax payment date; the scope and delivery timetable must be agreed first.
Tell us the tax year, main income sources, number of rental properties, any asset sales or overseas income, and whether the records are complete. Include any HMRC deadline. We confirm the fee and timetable after reviewing the scope.
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“he took the time to explain every step”
Tell us the main income sources and any deadline. We will confirm whether we can help and agree the scope and fee before work starts.