Our Fees - Tax Return and Other Tax Services
Self Assessment Tax Return
Our fees for completing Self Assessment Tax Returns. The Basic Tax Return fee will apply in all cases.
Basic Tax Return
This covers all entries on the main tax return form (SA100) plus:
- up to 5 employments
- Interest < £1,000
- Dividend < £2,000
Investor / Saver
An additional tax return fee where:
- Interest > £1,000
- Dividend > £2,000
Landlord
An additional tax return fee per rental property.
A discount of 20% on this charge is offered where we complete the returns for all individuals with a share in jointly properties.
Non Resident / Non Domicile
An additional tax return fee for completion of the SA109 (Residence, remittance basis) pages. No additional charge where non resident and non domicile or where a split year treatment claim is made.
Remittance Tracking
To track remittances to the UK from an overseas mixed funds.
Due to complexity involved, fees will be determined on a case by case basis.
EIS / SEIS / VCT investors
To make a tax relief claims, keep a track of investment made, making the most beneficial claims to suit your circumstances.
No charge applies to the first £1,500 of tax relief. Applies per £30,000 tax relief in excess of first £1,500 tax relief.
Self employment
An additional tax return fee per self employment trade.
No charge for those covered by the trading allowance.
Capital Gains
An additional charge to calculate capital gains on the sale of land, property or shares or other asset.
This charge will not apply where the gain has been calculated as part of an investment portfolio.
Foreign income
An additional charge for completion of the SA106 (Foreign) pages.
*per £50,000 of foreign income.
Other Tax Services
Our fees for Other Tax Services.
Overpayment claims
Where you have not claimed for tax reliefs in a previous tax year. A written claim can be made for each tax year.
*per tax year of unclaimed tax relief.
HMRC Tax Investigations & enquiries
Assistance with HMRC enquiries.
*per response to HMRC.
HMRC worldwide disclosure facility / Let property campaign
Where you have not fulfilled your obligations and failed to report income to HMRC, you have the opportunity to "catch up", before HMRC "catch up".
We can assist you with getting your tax affairs up to date. Reporting before HMRC prompt you will also help you to avoid harsher penalties.
*per tax year of unreported income.
These tax return fees apply where total amounts and organised records are provided to us. Should excessive time be required to calculate taxable income such as rental profits, self employed profits or capital gains, additional charges may apply.