Expert services for individuals

 We support individuals and company directors with personal tax compliance and forward-looking planning. This includes Self Assessment tax returns, dividend and income planning, Capital Gains Tax calculations, and managing HMRC correspondence or enquiries. Our focus is on keeping your personal tax position compliant, efficient, and aligned with your wider financial goals. 

 We help sole traders stay on top of Self Assessment requirements while providing clear, practical advice on incorporation. Whether you’re newly self-employed, growing quickly, or weighing up the move to a limited company, we explain the tax, commercial, and practical implications—helping you choose the right structure and transition smoothly when the time is right. 

Get help with understanding  and complying with the new MTD requirements that come into affect in April 2026. Services include software set up, quarterly reporting and year end finalisation.

 We support individuals with property and rental income by handling tax compliance, reporting and planning—ensuring income is declared correctly, allowances are maximised, and future liabilities are understood. Clear, practical advice whether you own a single rental or a growing portfolio