Self-assessment tax returns

The majority of people have their tax affairs dealt with through their payslip and HMRC’s PAYE system.  However sometimes your tax affairs mean that they can’t be dealt with through PAYE and you have to prepare a self-assessment tax return? If that’s you then we can help. Perhaps you are retired or a higher rate tax payer with investment income or you have a property you let out?

Not only can we make sure that you pay the right amount of tax on the income you have received but we can only make sure that you have claimed all the expenses and other reliefs that you are entitled to.

Inheritance tax

As the saying goes, there are only two things certain in life – death and taxes.  Sometimes the two come together in the form of Inheritance Tax. With careful planning you can mitigate the amount of tax your estate pays on your death.  However you need to get the balance right to ensure that you have sufficient money to live on.

We can talk to you about your potential tax liability and what we can do to reduce this but leave you enough money for the rest of your lifetime.  We can also make sure that this is then reflected in your will by putting you in touch with one of our will writer partners.


We are delighted to be working with Kathryn as our Company Accountant. 
From the outset, Kathryn provided clear, simple advice on the set-up of the company and spent time to really understand the objectives of our fledgeling business. Since then Kathryn has proven to be a responsive, friendly, committed and accessible partner. She always goes the extra mile to help, consult and provide solutions that are tailored to the needs of our business. 
I am happy to recommend Kathryn to any organisation, or individual, who wants a holistic accountancy service that far exceeds the approach of a traditional supplier.

Director of Talent Services, Fiona Wilson