Tax Services - Personal
Personal tax support that keeps things clear and under control. We help you understand what you owe, claim what you can, meet deadlines, and feel confident dealing with HMRC.
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Personal tax can feel like a moving target, especially when you are running a business or juggling more than one income. We start by understanding your full position, then take care of the reporting, calculations and HMRC communication with clear, plain-English updates. You will know what is due, when it is due, and what you can legitimately claim. The goal is fewer surprises, less stress at year end, and a personal tax position that supports your plans.
Dividend Tax Planning
Practical dividend tax planning for owner-managed companies. Get the right salary and dividend mix, forecast your tax, and keep records HMRC expects. No last-minute tax shocks.
Rental Income Tax Returns
We prepare your rental income figures, claim allowable expenses and reliefs, and file your Self Assessment on time, with clear summaries and HMRC-ready records.
High Income Child Benefit Charge Returns
We calculate and file your High Income Child Benefit Charge through Self Assessment, confirm what you owe, and guide you on deadlines and next steps.
Tax Rebates & Refund Claims
We identify overpaid tax and submit accurate HMRC rebate and refund claims for sole traders and small businesses, then chase progress until payment lands.
HMRC Investigation Support
Support for HMRC enquiries and investigations, from the first letter to closure. We review your records, manage HMRC correspondence and help resolve tax and penalties.
Non-Resident Tax Returns
Preparation and filing of UK non-resident Self Assessment returns, including UK property income, relief claims and HMRC follow-up, so you stay compliant.
Inheritance Tax Planning
Inheritance tax planning that maps your estate, estimates IHT, and sets a clear action plan using reliefs, gifting and ownership changes where suitable for you.
Capital Gains Tax Advice
Practical Capital Gains Tax advice for business owners and sole traders. We calculate gains, check reliefs and handle HMRC reporting and deadlines across South Wales.
Personal Tax Planning
Personal tax planning for Cardiff business owners and sole traders. Forecast your tax bill, use key allowances, and plan payments and profit withdrawals.
Self Assessment Tax Returns
We prepare and file your HMRC Self Assessment tax return, check expenses and reliefs, and give a clear summary of tax due and key payment dates.