Self-Assessment / Personal Tax

Do you need to complete a self-assessment tax return?

If you meet one of the following, you will need to submit a tax return for the tax years 6 April - 5 April):

  • Self-employed (i.e. a Sole Trader) and earned more than £1,000 (before taking off anything you can claim tax relief on)

  • A Partner in a business partnership

You may also need to submit a tax return if you receive any untaxed income such as:

  • Rental income

  • Some COVID-19 grants/support payments

  • Commission and tips

  • Income from savings, investments and dividends

  • Foreign Income

  • Annual income of £100,000 or more (before tax)

We deal with all self-assessment tax matters and ensure that this dovetails into our client’s commercial businesses where this is appropriate.

We will consider and advise on self-assessment matters including: pensions, marriage allowance, charitable contributions, personal allowances and other allowable deductions. We ensure that our clients maximise tax allowances available to them.

Any Questions? Contact us

Manchester: 3 Hardman St, Manchester, M3 3HF

☎ 0161 932 1550

Warrington: Trimble House, 9 Bold St, Warrington WA1 1DN

☎ 01925 445 445