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Self Assessment tax returns

Completing an HMRC self-assessment tax return can be daunting and time consuming and increasingly complex. Our team of Surrey-based personal tax specialists will do the tricky work for you. At the same time, we look for ways to reduce your final income tax bill with practical personal tax planning advice.

Annual personal tax planning service

Tailored to the specific needs of each client, our personal tax service includes:

  • Working with you to gather the information required for your self assessment tax return
  • Preparing and completing your HMRC self assessment tax return
  • Calculating your tax liability for the year and your payments on account
  • Submitting your tax return online with HMRC
  • Reconciling your statements of account as issued by HMRC
  • Giving practical advice on tax payments and repayments
  • Contacting HMRC to agree your tax position, discussing relevant issues on your behalf
  • Checking and agreeing PAYE coding notices

We place a high value on understanding you and your financial affairs. To develop tax saving strategies, we must first understand your circumstances and the ‘bigger picture’ taking into account your financial position and that of your immediate family (spouse or civil partner for instance) so no tax saving opportunity is ever missed.

RJP’s tax team can also assist you in the following areas:

  • Capital gains tax planning
  • Income tax advice
  • Tax advice during the purchase of investment property including overseas property
  • Inheritance tax planning
  • Probate services
  • Financial planning advice, for example, preserving wealth and retirement planning
  • Family business tax issues – ranging from governance through to re-organisation; share option schemes; succession tax planning advice
  • Effective remuneration tax planning for company directors
  • Tax efficient investments – Enterprise Investment Schemes, Venture Capital Trusts
  • Estate planning and trusts
  • Share incentive and bonus schemes – Enterprise Management Incentive (EMI)
  • Ex-gratia payments

31 December 2020 - Review disposals of chargeable assets to avoid a possible CGT increase

Capital gains tax is due to be reviewed by the government and if a CGT rise is announced, the new rates may become effective from the next tax year on 6 April 2021. Take advice now if you are thinking of selling property or have other assets giving rise to a capital gains tax liability.