Individuals & families
Personal tax for individuals and families
Whether you have a second income, overseas assets or have just moved to the UK, we make sure your personal tax affairs are correct and explained in plain language.
Common challenges we solve
- Not sure whether you need to file a tax return at all
- Income or assets in China, Hong Kong or elsewhere overseas
- Understanding UK tax residence in your first years here
- Letters and penalty notices from HMRC
How we help
Self Assessment tax return
Prepared and filed for employees with extra income, investors and high earners.
New to the UK
Residence status, foreign income and gains, and the four-year new arrivals regime.
HMRC letters & enquiries
We explain what HMRC wants and deal with them on your behalf.
Child Benefit & High Income Charge
Check whether the charge applies and report it correctly.
What you get
- Confidence that your return is right
- Overseas income handled correctly
- Someone to call when HMRC writes
From clients like you
“Being able to discuss my overseas income in Mandarin made a huge difference. Everything was explained patiently.”
Sample review — replace before launch
Frequently asked questions
Do I need to file a Self Assessment tax return?
You usually need to file if you are self-employed, a company director, a landlord, have untaxed income above certain limits, or have overseas income. We can confirm your position in a short call.
Do I need to report income from overseas?
UK residents are generally taxed on worldwide income. New arrivals may qualify for the four-year foreign income and gains regime. Double tax relief can prevent you paying tax twice.
When is the Self Assessment deadline?
Online returns are due by 31 January after the end of the tax year, which runs from 6 April to 5 April. Any tax owed is also due on 31 January.
Not sure where to start?
Book a free 15-minute consultation and we will tell you exactly what you need.