Your tax return, handled properly and filed on time.
We prepare your Personal Tax return, claim everything you are entitled to and tell you exactly what to pay and when.
- Chartered Accountants
- Same-Day Responses
- Fixed Fees Upfront
What is Self Assessment?
Self Assessment is the system HMRC uses to collect tax that is not taken automatically through payroll. If you have income from self-employment, rental property, dividends, savings, investments or work abroad, HMRC usually expects a return each year.
The return reports your income for the tax year, applies the allowances and reliefs you qualify for, and produces the tax you owe. Filing late or getting the figures wrong can lead to penalties and interest, so it pays to have it reviewed properly.
We do the work for you: gather the figures, check the treatment of each source of income, prepare the calculation and file it once you are happy.
Common situations where Self Assessment is needed.
Sole traders
Anyone self-employed reporting business profits for the tax year.
Company directors
Directors with dividends or other income outside PAYE.
Landlords
Rental income from UK or overseas property, including holiday lets.
Higher earners
Where income triggers additional charges or restricted allowances.
People with side income
Freelance work, online selling or content income alongside a job.
Investors
Dividends, interest, crypto disposals or capital gains to report.
Exactly what we handle for you.
Scope is confirmed in writing before we start, so you always know what is covered.
Book a Consultation- Review of your income and expenses for the tax year
- Identification of relevant allowable expenses
- Treatment of employment, dividend, rental and investment income
- Capital gains and foreign income where applicable
- Preparation of your tax calculation
- Preparation of the Self Assessment tax return
- Submission to HMRC once approved by you
- Confirmation of your tax liability and any payments on account
- Explanation of relevant payment deadlines
- Support with HMRC queries relating to the return
A short list, not a paper chase.
Personal details
- —National Insurance number
- —UTR number if you have one
- —HMRC correspondence received
Employment & pensions
- —P60 and P45 documents
- —P11D benefits
- —Pension contributions
Self-employment
- —Income records or invoices
- —Business expenses
- —Bookkeeping records if kept
Property & investments
- —Rental income and costs
- —Mortgage interest statements
- —Dividend and interest summaries
Other
- —Gift Aid donations
- —Student loan plan type
- —Disposals of assets in the year
Do not worry about gathering everything upfront. During onboarding you receive a personalised information request tailored to your circumstances, and we chase nothing you do not actually need.
Simple from start to finish.
Send us your information
Upload your records securely, or we collect them from your bookkeeping.
We review your records
We check what is missing and ask focused questions rather than generic ones.
We prepare the return
Income, reliefs and allowances are applied and the calculation is produced.
You review and approve
We talk you through the figures before anything is submitted.
We submit to HMRC
The return is filed online and you receive confirmation.
We confirm what happens next
You get your tax due, payment dates and reminders in good time.
Key Self Assessment Deadlines
Tax year
6 April → 5 April
The UK tax year runs from 6 April to 5 April. Every Self Assessment deadline below is measured from the end of that tax year.
Notify HMRC
5 October
Someone who needs to complete a Self Assessment return for the first time will generally need to notify HMRC of chargeability by 5 October following the end of the relevant tax year, where the notification requirement applies.
Paper tax return
31 October
Paper Self Assessment tax returns are normally due by 31 October following the end of the tax year.
Online tax return
31 January
Online Self Assessment tax returns are normally due by 31 January following the end of the tax year.
Tax payment
31 January
Any balancing payment of tax is normally due by 31 January. The first Payment on Account, where Payments on Account apply, is also normally due on 31 January.
Second Payment on Account
31 July
The second Payment on Account is normally due by 31 July. Not everyone has to make Payments on Account, and amounts can be reduced in some circumstances — we confirm your position in advance.
Example: the 2025/26 tax year
- 5 April 20262025/26 tax year ends
- 5 October 2026Deadline to notify HMRC where required
- 31 October 2026Paper return deadline
- 31 January 2027Online return deadline, balancing payment and first Payment on Account where applicable
- 31 July 2027Second Payment on Account where applicable
Deadlines can differ depending on your individual circumstances and when HMRC issued your notice to file.
Deadlines and thresholds are set by HMRC and Companies House and can change. We confirm the exact dates and amounts that apply to you in writing.
Often needed alongside this.
Chartered expertise. Personal service.
Same-Day Responses
We aim to respond to client queries on the same working day, so you are never left waiting.
Personal service
One accountant who knows your situation and answers directly.
Clear communication
Plain English updates, and questions asked in one go.
Modern cloud accounting
Secure digital records, no envelopes of receipts.
Straightforward advice
What your options are, and what we would actually do.
Transparent pricing
Fees agreed upfront, with no surprises later.
Need help with self assessment?
Tell us a little about your situation and we will explain exactly how we can help, what it involves and what it will cost.