Personal tax, sorted without the stress
Whether it's a tax return, rental income, a share sale or higher-rate planning, we'll handle your personal tax properly — and make sure you never pay more than you owe.
A personal tax accountant prepares and files your Self Assessment, works out any capital gains, and plans around dividends, side income and higher-rate thresholds. We check every allowance and relief you're entitled to, meet the 31 January deadline, and translate the whole thing into plain English so you always know where you stand.
Your tax, off your mind
Handing your personal finances to someone else is a genuinely big step — this is your money, your privacy, your peace of mind. We don't take that trust lightly. From the first conversation, our aim is that you feel listened to, never judged, and completely clear on what's happening and why.
Maybe you've got rental property, sold some shares, crossed into the higher-rate band, or picked up income on the side. Each of those brings its own rules, allowances and traps. We know them inside out, and we'll make sure every relief you're due is claimed — and every deadline is met without you lifting a finger.
You'll get a return prepared, checked and filed well before 31 January, a clear figure to pay, and honest answers whenever a question crops up. No January scramble, no jargon, and no sense that you're just another file in a pile.
Does any of this ring true?
- The 31 January deadline sends a small wave of dread through you.
- You've got rental income and aren't sure what you can offset.
- You've sold shares or a property and don't know your CGT position.
- You've tipped into higher-rate tax and wonder if you're planning well.
- You're taking dividends but aren't certain you're doing it right.
- You've a bit of side income and worry HMRC will come knocking.
Bring us any of it — the messier it feels to you, the more relief you'll feel once it's off your plate.
Everything your personal tax needs
A calm, thorough service that covers your whole picture, not just the boxes on a form.
Self Assessment filed
Your tax return prepared, checked line by line and submitted to HMRC well ahead of 31 January.
Landlord & rental tax
Rental profits worked out correctly, with every allowable expense and relief properly claimed.
Capital gains tax
Gains on property, shares or investments calculated, reported and reliefs applied within the rules.
Dividend & higher-rate planning
Sensible, legitimate planning around thresholds, dividends and allowances to keep more in your pocket.
Side & multiple income
Freelance, gig or investment income pulled together and reported cleanly, so nothing is missed.
HMRC dealt with
If HMRC writes, calls or opens an enquiry, we speak their language and handle it for you.
Three easy steps to a filed return
A quick, friendly chat
We get to know your full picture — income, property, investments and plans — so nothing relevant slips through.
We do the heavy lifting
You send your details once; we prepare, cross-check and optimise your return, chasing any gaps ourselves.
You approve, we file
We show you the figure in plain English, file once you're happy, and confirm exactly what to pay and when.
Personal tax dates worth marking
Your online Self Assessment for 2025/26 must be filed and paid by 31 January 2027, with a second payment on account due 31 July. Capital gains on UK residential property must be reported and paid within 60 days of completion. And Making Tax Digital for Income Tax begins phasing in from April 2026 — we'll get you ready in good time.
I have three rental properties and used to dread January. Now it's a five-minute email and it's done. They found reliefs my old accountant never mentioned.DDavid M.
Landlord, High Wycombe
Personal tax questions, answered
You usually do if you're self-employed, a landlord, earn over £150,000, receive significant dividends or savings income, have capital gains to report, or claim certain reliefs. If you're unsure, tell us your situation and we'll give you a straight answer — and register you with HMRC if you need it.
It depends on the asset, your other income and your available allowances. For 2025/26 you have an annual exempt amount before CGT applies, and residential property is taxed at higher rates than shares. Gains on UK residential property must be reported and paid within 60 days of completion. We'll calculate it precisely and apply every relief you qualify for.
There's a dividend allowance each year, and dividends are taxed at lower rates than salary once you cross it. The right mix of salary and dividends depends on your wider income and goals. We'll plan it with you so you draw money efficiently and stay clear of nasty surprises at the higher-rate thresholds.
If your extra income goes over the £1,000 trading allowance in a tax year, yes, it needs declaring. Getting ahead of it is far cheaper and calmer than waiting for HMRC to notice. We'll fold your side income neatly into your return and make sure it's all above board.
You might also need
Want your personal tax genuinely off your mind?
Book a free, no-obligation chat and we'll review your position, flag any reliefs you're missing, and give you a clear, fixed quote — then you can stop thinking about it.
We reply within one working day.