You are a company director
Salary, dividends, benefits, expenses and director’s loans need consistency with company records.
Individuals · Self Assessment
A tax return should reconcile the year, explain the liability and reveal what needs attention next.
We prepare Self Assessment from the underlying evidence, connect income and gains across sources and give you a clear payment timetable, not just a submission receipt.
- FCCA & CTA expertise
- Experience at BDO & KPMG
- Responses in hours, not days
- Fees agreed upfront
Expert perspective
Correct boxes depend on complete source data.
Self Assessment software can add figures, but it cannot know whether an investment report excludes offshore funds, whether a property cost is capital, whether an employment award appears on the P60 or whether a disposal has an earlier reporting deadline.
We request records by income type, compare them with the prior return and HMRC data, and investigate material movements. The computation is reviewed in the context of tax already paid, payments on account and any claims that require separate evidence.
Before filing, you receive the return and an explanation of the result. We flag estimates, elections, claims and record gaps, then list any action for the current year so the service creates value beyond historical compliance.
When this matters
Recognise when the position needs more than a form
Early review creates time to find evidence, correct assumptions and make choices before a deadline fixes the result.
You own rental property
Property schedules, finance costs, jointly owned income and losses must connect to the wider return.
You invest or dispose of assets
Dividends, interest, fund distributions and gains can be incomplete on a single platform summary.
HMRC’s calculation looks wrong
PAYE codes, duplicate income, missing relief or payments may need correction through the return or direct correspondence.
The technical review
The areas we bring into one review
A defensible answer is based on the full factual pattern and is reported consistently across every relevant return.
Employment
P60 and P11D figures, expenses, professional subscriptions, share awards, termination payments and tax-code adjustments.
Business and company income
Self-employment, partnership allocations, salary, dividends, benefits and director’s loan consequences.
Property
Rental income and costs, finance-cost relief, losses, joint ownership and furnished holiday letting transitions where relevant.
Savings and investments
UK and foreign interest, dividends, fund distributions, offshore reporting status and tax already withheld.
Capital gains
Share pools, property, cryptoassets, gifts, losses, relief claims and separate property-return information.
Reliefs and payments
Pensions, Gift Aid, loss claims, tax deducted, student loans, High Income Child Benefit Charge and payments on account.
What changes the answer
The final liability is also a cash-flow schedule.
We distinguish tax for the completed year from advance payments and other deadlines so you know what each amount represents.
- 01Are all sources included once, particularly amounts appearing in payroll, broker and HMRC records?
- 02Which costs or reliefs need a claim and what evidence must be retained?
- 03Does a payment on account reflect likely current-year income, or is a reasoned reduction appropriate?
- 04Are there property, CGT or amendment deadlines that do not wait for the next 31 January?
How UA Tax works
Technical work, explained in a usable sequence
You will understand what the evidence shows, what is uncertain and what happens next.
Clarify the facts
We establish the people, assets, income, dates and documents that determine the technical position.
Reconcile the evidence
Returns, statements, legal records and prior advice are checked for gaps or inconsistent assumptions.
Explain the options
You receive a practical comparison of the tax outcomes, risks, deadlines and decisions that remain yours.
Complete the agreed work
We prepare the returns, claims, disclosure or implementation plan within a defined scope and fee.
Questions worth asking
Frequently asked questions
What records do you need for my tax return?
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.
Can you obtain information directly from HMRC?
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.
What are payments on account?
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.
Can a late tax return still be corrected?
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.
Will you check my PAYE tax code?
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.
When will I know the fee?
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.
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Related advice
Get a clear view before the deadline drives the decision.
Arrange an initial call to outline the issue, or book a focused tax consultation when you need advice on a defined question.