Personal Tax Services for Individuals

We help individuals across the UK take control of their personal tax obligations with clear, practical guidance and hands-on support. Whether you’re managing a complex tax situation, need help with your Self Assessment, or want to plan your finances more efficiently, our services are tailored to meet your specific needs.
 

What We Offer

We support individuals through three core personal tax services:

• HMRC Tax Investigation & Disclosure Support: Confidential advice and representation if HMRC contacts you or opens an enquiry into your affairs
• Personal Tax Planning Services: Strategies to manage income, capital gains, and inheritance tax efficiently and legally
• Self Assessment Tax Return Services: Hassle-free completion and filing of your Self Assessment tax return, with all relevant reliefs and allowances applied
   

Why It Matters

Staying on top of your tax obligations isn’t just about avoiding penalties – it’s about protecting your income, planning ahead, and having peace of mind. Whether you’re self-employed, have multiple income sources, or have received a letter from HMRC, the right support can make all the difference.
 

UK Tax Landscape: Key Stats

• Over 12 million individuals file a Self Assessment tax return each year (HMRC)
• Around 1 million people missed the 2024 filing deadline, facing late penalties (Gov.uk)
• In 2023, HMRC opened over 200,000 tax investigations (Financial Times)
• 1 in 3 people overpay or miss out on tax reliefs due to incorrect or incomplete returns (Which?)
   

Who This Is For

• Self-employed professionals and sole traders
• Landlords with rental income
• Individuals with overseas income or capital gains
• High earners subject to additional tax bands
• Anyone who’s received a letter from HMRC
• Individuals looking to plan ahead and reduce tax liability legally
   

Common Tax Challenges We Help Solve

• Missed deadlines, penalties, and interest from HMRC
• Confusion over allowable expenses or tax reliefs
• Complex income streams (e.g. dividends, property, overseas earnings)
• Uncertainty over how to respond to HMRC letters or disclosures
• Paying more tax than necessary due to poor planning
   

How We Deliver Our Services

• Fixed-fee tax return and planning services with no hidden charges
• Full Self Assessment preparation, submission, and HMRC correspondence
• Step-by-step support through any HMRC enquiry, review, or disclosure
• Proactive advice for year-round tax efficiency
• Confidential and professional service delivered by UK-based advisers
   

Key Insights from Trusted Sources

• HMRC: Late filing penalties start at £100, with daily penalties after 3 months
• Which?: 1 in 3 taxpayers either overpay or underclaim due to lack of professional input
• Financial Times: HMRC investigations are increasing, targeting higher earners and rental income
• ICAEW: Early tax planning is the best way to reduce liability and avoid costly surprises
• TaxAid: Many individuals only seek help after problems arise – but it’s more effective to act early
   

Is This Service Right for You?

If you’ve missed deadlines, received a letter from HMRC, have multiple income streams, or just want to be more tax efficient - we’re here to help. We’ll make sure everything is done correctly, filed on time, and structured in a way that works best for you.
 

Ready to Take Control of Your Finances?

Whether you’re filing a tax return, facing an HMRC issue, or planning for the year ahead, we can help simplify the process. Get in touch today and let’s get your tax affairs in order.

Frequently Asked Questions