Understand the requirement
We discuss your circumstances, what you need done and any dates or information already available.
Personal & business tax
Tax support, explained in plain English.
Tax return preparation, planning discussions and practical support with relevant correspondence from HMRC.
The service
Know what is being prepared and what needs your attention.
Tax requirements vary with a person’s circumstances, income and business structure. We can discuss self-assessment and relevant business tax work, explain the information needed and agree a suitable scope before starting.
Where planning is appropriate, the conversation considers your circumstances and the information available. We can also help you understand HMRC correspondence within the agreed service. Tax outcomes depend on the facts of each case and the rules that apply.
Every engagement starts with a conversation about your circumstances. We can clarify what is needed, agree a practical scope and explain how the work will proceed.
Discuss personal & business tax
What support can include
Tax work, with your circumstances in view.
Explore the areas we can discuss. The exact work depends on your needs and the scope we agree.
Your circumstancesOur agreed scopeA clear next step
01Self-assessment
Organise relevant income and expense information and prepare personal tax returns within the agreed engagement.
02Business tax
Discuss tax work related to your business structure and reporting obligations, based on your records and circumstances.
03Tax planning
Review relevant options and considerations with reference to your circumstances and the information available.
04HMRC correspondence
Help interpret and respond to relevant HMRC letters or questions within the agreed scope.
05Inheritance tax matters
Discuss inheritance tax questions and whether they fall within the support required for your circumstances.
06Clear next steps
Explain information requirements, submission responsibilities and any actions you need to take.
How we work
A clear process from first conversation to next steps.
Clear responsibilities and useful information help the work run more smoothly.
Agree scope and inputs
We confirm the proposed work, the information needed and the responsibilities before beginning.
Review and explain
We complete the agreed work and explain relevant outcomes, actions and questions to consider next.
YOUR NEXT STEP
Talk to our teamClearer information. Practical actions.
The agreed work is explained, with relevant questions and responsibilities to consider next.
Tax support questionsYour circumstances.
Your circumstances.
The relevant questions.
Useful answers about personal and business tax work, records and how an engagement begins.
Ask our teamDo you help with personal and business tax matters?
Yes. We support private clients and businesses with relevant tax returns, planning discussions and HMRC correspondence. The work depends on your circumstances, the information available and the engagement scope we agree.
Can you help with a self-assessment tax return?
Yes. We can discuss the income, expenses and other information relevant to your circumstances and the return you need prepared. Let us know the periods involved and any relevant filing or payment dates when you first contact us.
What records should I gather for tax work?
The records depend on your circumstances. They may include business accounts, income statements, expense records, relevant employment documents or other supporting information. We discuss your situation and the specific records needed before beginning.
Can you help me understand a letter from HMRC?
Send an outline of what the letter relates to and any stated response date. We can discuss the correspondence, the relevant records and what support falls within the proposed engagement.
Can tax planning be discussed before I make a business decision?
Yes. Relevant tax considerations can be discussed before a transaction or change where the information and scope allow. The advice depends on the facts and applicable rules, so early discussion is more useful than assuming one approach suits every client.
Do you support wholesalers and food importers?
Yes. The practice specialises in accountancy for wholesalers and food importers, where business tax and VAT records can connect with stock, purchases and annual accounts. Explore our sector support.
Can tax work be coordinated with annual accounts?
Yes. Accounts and relevant tax requirements can be discussed together. We clarify which work is included, how the records connect and what information or responsibilities remain with the client.
What if a tax deadline is approaching?
Tell us the date and the current state of your records as soon as you contact us. We can assess the requirement and discuss a practical scope. Work and timing need to be agreed before assuming a return or response can be completed.
Can you advise when my personal circumstances change?
You can contact us about changes that may affect your tax position. Explain what has changed and any relevant dates or documents so we can discuss the tax questions and the proposed work in context.
Will tax advice guarantee a particular saving?
No single tax outcome applies to every situation. The useful starting point is accurate information about your circumstances and a clear discussion of the relevant options, responsibilities and rules.
A helpful first step
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