Completing an HMRC self-assessment tax return can be daunting and time consuming and increasingly complex. Our team of Surrey-based personal tax specialists will do the tricky work for you. At the same time, we look for ways to reduce your final income tax bill with practical personal tax planning advice.
Annual personal tax planning service
Tailored to the specific needs of each client, our personal tax service includes:
- Working with you to gather the information required for your self assessment tax return
- Preparing and completing your HMRC self assessment tax return
- Calculating your tax liability for the year and your payments on account
- Submitting your tax return online with HMRC
- Reconciling your statements of account as issued by HMRC
- Giving practical advice on tax payments and repayments
- Contacting HMRC to agree your tax position, discussing relevant issues on your behalf
- Checking and agreeing PAYE coding notices
We place a high value on understanding you and your financial affairs. To develop tax saving strategies, we must first understand your circumstances and the ‘bigger picture’ taking into account your financial position and that of your immediate family (spouse or civil partner for instance) so no tax saving opportunity is ever missed.
RJP’s tax team can also assist you in the following areas:
- Capital gains tax planning
- Income tax advice
- Tax advice during the purchase of investment property including overseas property
- Inheritance tax planning
- Probate services
- Financial planning advice, for example, preserving wealth and retirement planning
- Family business tax issues – ranging from governance through to re-organisation; share option schemes; succession tax planning advice
- Effective remuneration tax planning for company directors
- Tax efficient investments – Enterprise Investment Schemes, Venture Capital Trusts
- Estate planning and trusts
- Share incentive and bonus schemes – Enterprise Management Incentive (EMI)
- Ex-gratia payments
I wanted to write and express our gratitude for your help and hard work in getting Probate through and settling all the taxes. I am so pleased that we selected RJP, as your professional help and updates throughout this process have been invaluable. If at any time in the future Probate assessment may be needed, you will be our first port of call. Once again, many thanks to the whole team.
Dan Cook, Probate clientI just wanted to drop you a short note to say how grateful I am for the support that RJP has provided over the past 4 weeks while our Financial Controller was away. I struggle to comprehend how much work your staff get through during their weekly visits and they are always a pleasure to have around the office.
I Evans, CFO, MoblicitiJust a quick e-mail from me to thank you for achieving the target for producing the draft accounts – it is very much appreciated and gives a first class impression of your firm. Many thanks.
J Stanfield, Chairman, BBS Actuaries LtdI would like to take this opportunity to thank you very much for the amazing job you have done navigating us through this whole process. My family and I also really appreciate the care and compassion demonstrated by you and your team in every dealing. Our thanks to everyone.
M Goldsmith, Probate ClientRJP provide our company with a complete service which takes the stress and strain away from the day to day running of our accounts! Their understanding of our business and their patience and advice is invaluable.
Outsourcing Client60 Day Deadline for CGT Returns and Tax Payments
If you sell a property and incur capital gains tax on the transaction, you will need to file a tax return and also pay any tax that is due within 60 days of completion, or penalties will arise. Need help with your property taxes? Talk to us.