Tax Consultancy & Planning
Income Tax & National Insurance (NICs)
Personal tax and National Insurance advice for individuals and directors — self-assessment done right, with reliefs claimed and deadlines met.
What’s included
- Self-assessment return preparation and filing (SA100).
- Income tax planning around allowances, reliefs and personal circumstances.
- PAYE and director remuneration planning — salary, dividends and benefits in kind.
- Landlord and rental income tax, including mortgage interest relief and capital gains.
- National Insurance classification and strategy across Class 1, 2 and 4.
How we work
01
Review
We assess your current position and flag risks and opportunities.
02
Set up
The right approach, configured around your business.
03
Run & support
Ongoing work delivered on time, with a named specialist on call.
Frequently asked questions
Do I need to file a self-assessment return?
You generally need to file if you're self-employed, a company director, have untaxed income, or your income (or a partner's) exceeds certain HMRC thresholds. We can confirm whether you're required to register.
What's the deadline for self-assessment?
Online returns for a tax year are due by 31 January the following year, with the tax owed due the same date. We build in time to review your return before it's filed.
Is it more tax-efficient to take dividends or salary as a director?
It depends on your company's profits, your other income and current tax rates and thresholds. We model both routes and recommend the mix that works best for your situation.