Our tax review service can provide you with peace of mind that your tax affairs are in order and your compliance obligations are met.

It is your responsibility to inform HMRC if you need to complete a tax return or if there has been a change in your personal financial circumstances.

Once we have undertaken a review of your finances we will be able to advise you if you need to complete a tax return.

You will need to complete a tax return if:

• Your taxable income is more than £150,000
• You have investment income of more than £10,000
• You need to pay the High Income Child Benefit Charge
• You have income from property that is more than £2,500 a year
• You are self-employed
• You have income from outside the UK, including dividends and interest from foreign countries.
• You need to pay Capital Gains Tax

If you do not need to complete a tax return, you may still need to let HMRC know if:

• You have share dividend income of more than £1,000
• You have other untaxed income between £1,000 and £2,500, for example rental income

If any of these apply to you, please get in touch to discuss how we can help you.