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Services for individuals

Personal accounting support that keeps complex tax matters understandable and manageable.

Bespoke advice for individual clients who want clear answers, accurate filings, and guidance that fits their circumstances.

Included in the starter plan

Self-assessment support, registration guidance, and the core essentials most individual clients need handled accurately and on time.

Package overview

A clear starter package for the personal tax support most individual clients need.

Structured like a pricing section: one focused package, a clear fit, and a direct route into the included support below.

Starter package

Personal tax return support, kept clear and manageable.

A focused package for individuals who want self-assessment handled accurately, registration support where needed, and clear advice on the tax points that matter most.

Best for

Individuals who want dependable annual filing support, a clear process, and help navigating HMRC requirements without jargon.

Core inclusions

  • Self-assessment return preparation and filing
  • Registration for Self-Assessment or CIS online
  • Clear guidance on the next steps and deadlines

Support style

Built for clients who want accurate handling, calm communication, and advice they can actually act on.

Typical needs

  • Annual tax return filing
  • HMRC registration support
  • Guidance on more nuanced personal tax questions

Personal services

Focused support for the tax questions and filings individuals feel most acutely.

From annual filings to more nuanced planning questions, the offer is structured to make the essentials easy to scan.

Personal Tax Planning

We provide simple, bespoke solutions while handling complex situations, giving you tax advice you can understand — covering a broad range of personal tax matters.

  • Income Tax planning & optimisation
  • Capital Gains Tax (CGT) advice
  • Inheritance Tax planning
  • Non-Domiciliary Tax guidance
  • HMRC investigation support

Self-Assessment

Over 11 million people file a Self-Assessment return in the UK each year. Our experts ensure yours is accurate, compliant, and submitted on time — no matter how complex.

  • HMRC registration & notification by the 5th October deadline
  • Preparation & filing of annual tax returns
  • Simple to highly complex return handling
  • Collaborative specialist review for maximum accuracy

Detailed inclusions

Everything in the individual starter package, clearly listed.

A simple reference view of the support included in the package above.

Individual Tax Returns
Feature Included
Self-Assessment Tax Return
Register for Self-Assessment or CIS online