Basic Service from
£180 to £250 incl VAT
This is our entry level service for people with a Tax Return or Tax Claim to complete.
If your income is straightforward and it consists of salary/benefits/pensions and some bank interest or a few dividends this is the service you will be offered.
Each year we complete your Tax form, calculate your tax position and advise you accordingly. We submit the form (after you have approved it) and agree matters with HMRC for you.
Please note this service is not one where we would anticipate providing “in depth ongoing advice” over the year, if you need advice on a regular basis the Standard Service is more appropriate.
A professional peace of mind service.
Standard Service from
£300 to £350 incl VAT
As with the Basic Service we complete your Tax Return and calculate the position, advise you accordingly and deal with HMRC direct.
The level of service is higher, additional pages may be needed to the Tax Return for any combination of Rental Income from Property, Self Employment (simple income and expenditure accounts), Capital Gains (a few disposals of shares etc), Foreign Income, Residence Pages (ex pats) and so on, meaning additional time is involved.
It is possible that you will need advice over the year in addition to the form being completed, covering ongoing tax efficiency or simply making sure all options are considered to ensure you do not fall foul of tax laws as changes occur in your personal situation.
Premium Service from
£400 to £525 incl VAT
As with the services before we will complete your Tax Return and calculate your tax position, advise you accordingly and deal with HMRC direct.
Clients offered this service include those employed but in receipt of extensive remuneration packages, individuals who have a more substantial property portfolio, the self employed with an annual turnover of more than £85k and those with a higher than average individual “net worth” with resultant investment income from many sources.
This level of service may be appropriate to work more of a one-off nature, which may or may not lead to becoming a client at the same or different levels by reference to annual returns in later years. An example might include work and advice related to a property sale (CGT returns) or by reference to a more substantial share portfolio.
Bespoke Service £
Some individuals have more extensively complex tax affairs with many income sources and circumstances that lead to significant time employed. As with our menu pricing before we will complete your Tax Return and calculate your tax position, advise you accordingly and deal with HMRC direct.
If you operate as a Limited Company annual statutory accounts must be prepared and filed with Companies House. In addition, you might need ongoing advice re payroll, VAT, corporation tax and dividends. This is all in addition to the normal responsibilities under Self Assessment with your own Tax Return.
Our fees are competitive and we would invite you to compare a quote from ourselves by reference to your own situation, with other firms.
This service may also apply to a Partnership where there are more than 2 partners.
If we are to advise on Inheritance Tax Planning or specific tax planning again this will be by arrangement.
It is not possible to cover all situations that might apply to an individual on this website. If you would like to discuss your own circumstances in order to find out which level of service would be appropriate and the fees that would apply please call one of our offices or email us at email@example.com