news

We aim to periodically share with you updates which you will hopefully find useful.

2025 Budget Summary
Here's our summary of the main talking points and changes introduced in the 2025 Budget on 26 November 2025. Whilst it's not intended as formal advice, hopefully you find it useful - if you would like personalised advice or have any queries, please do contact us!
Tax-Newsletter-UK-December-2025-Budget.p[...]
Adobe Acrobat document [340.7 KB]

2024-25 Self Assessment Tax Returns

Don't leave it too late - start gathering your information in good time!

Tax Return Questionnaire 2025
This document provides a comprehensive list of all of the information we may need to prepare your Self Assessment Tax Return. Please read it carefully!
TR Info Questions 2025.pdf
Adobe Acrobat document [521.3 KB]

When is the deadline?

We cannot guarantee your return will be submitted in time for the 31st January deadline if you present us with your information later than 31st October.

 

HMRC can charge penalties and interest when tax returns are submitted late.

 

 

Do i need to submit one?

If HMRC have sent you a "Notice to Complete a Return" then most likely, yes.

 

You might also need to register for Self Assessment, or even send in an 'unsolicited' tax return.

 

If you aren't sure, contact us and we will be happy to help.

 

 

What do you need?                                            

That depends on your circumstances, and in most cases you'll have already received our questionnaire which should help you cover everything.

 

In short though:

 

Details of your employment income, such as a P60, P45, or P11d

 

If you're self employed, details of your income and expenses, and supporting documents

 

Landlords - we'll need rental and mortgage statements and details of expenses

 

Investors - details of interest and dividends received during the year

 

Capital gains - have you disposed of shares, property or other assets during the year?

 

Have you paid money into a pension or made charitable donations? If so, let us know

 

And anything else that might be relevant - see the downloadable questionnaire below for the full details.

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