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Tax return services tailored to your circumstances. Get support with Self Assessment, investments, property income and more.
Our tax specialists provide professional tax return services tailored to your circumstances, helping you meet your obligations accurately and on time.
We identify relevant tax reliefs and planning opportunities while ensuring your tax position supports your wider financial goals.
Through our Connected Financial Thinking approach, our tax specialists work alongside financial planners, legal experts and asset managers to deliver joined-up advice, reducing complexity and helping you make informed financial decisions.
Discover how Progeny can simplify your tax return and support your wider financial ambitions.
Completing a tax return is about more than meeting an HMRC requirement. With the right professional support, it can provide an opportunity to better understand your financial position, identify relevant tax planning opportunities and make confident, well-informed decisions about your wealth.
Whether you need assistance with a straightforward Self Assessment tax return or have more complex affairs involving investments, property income or trusts, our experienced specialists provide a tailored service that makes the process clear, efficient and manageable.
We can liaise directly with your investment managers and other professional advisers to gather the information required on your behalf. By managing the detail and coordinating the process, we reduce your administrative burden, save you valuable time and help ensure your tax affairs are handled accurately and on time.
Changes in your personal or financial circumstances can create new tax obligations and planning opportunities. Our tax specialists provide clear, practical guidance to help you understand your responsibilities and make informed decisions with confidence.
You may benefit from professional tax return support and wider tax planning advice if you:
Seeking advice early can provide clarity, reduce administrative burden and help ensure your tax affairs remain efficient, compliant and aligned with your long-term financial goals.
Completing a tax return involves more than reporting income to HMRC.
Depending on your circumstances, you may need to report employment income, pension income, investment returns, rental property income, capital gains, trust income or overseas interests.
We can assist with Self Assessment tax returns, investment and property income reporting, Capital Gains Tax disclosures and more complex tax affairs. Our aim is to provide clear, practical advice and ensure that your tax affairs are managed effectively in support of your wider financial objectives.
Capital Gains Tax planning can help you manage tax liabilities when selling investments, property or other valuable assets. Our specialists can help you explore tax-efficient strategies tailored to your long-term goals.
With the right inheritance tax planning, you can help preserve more of your estate for the people who matter most. Our experts can help you create a clear and efficient succession plan.
If you are an expat, dealing with your tax affairs can feel complicated. Careful planning can ensure you are paying the right UK taxes and maximising the opportunities available to you as an expatriate.
Whether you’re managing investments, receiving rental income, planning for retirement or simply looking for support with your annual tax return, our tax specialists can help.
Get in touch to discuss your circumstances and explore how connected tax advice can support your wider financial goals.
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Tax returns generally apply to people with a large amount of income, self-employed people, people living overseas who are receiving income from a property letting in the UK, UK residents with foreign income and people with a large amount of investment income or gains. You can also use the form to claim tax allowances and reliefs. The tax return form can be submitted to the HMRC either by paper or online.
HM Revenue usually do not automatically refund overpaid tax and you may need to reclaim overpaid tax yourself. There are time limits for making an overpaid tax claim and applying for a tax rebate. It is important to manage your finances effectively, so you don’t miss any tax claims you are owed.
Even if you are not UK resident you can still be liable to pay UK tax as an expat. You must also be mindful of any taxes due where you are living overseas. You must inform the HMRC if you’re leaving the UK to live abroad permanently or going to work abroad full time for at least one full tax year.
A Self Assessment tax return is a formal declaration submitted to HM Revenue & Customs (HMRC) to report your income, capital gains and other relevant financial information. The details required will depend on your circumstances and may include income from employment or self-employment, investments, property rental, capital gains and overseas source[DB1s.
If you are non-resident it is not possible to submit online using HM Revenue systems, instead you must use one of the following options:
The amount of tax you are due to pay is determined by your sources of income and gains, available tax allowances and tax bands. Tax is most usually deducted at source from employment and pension income and sometimes too much tax can be withheld. However, if you are leaving the UK, the HMRC will work out if you’re owed a refund for the tax year you’re leaving the UK. In order to qualify for this, you need to fill in a P85 form and send it to the HMRC before you leave the country.
You must complete a Self Assessment tax return if HM Revenue & Customs (HMRC) asks you to do so. You may also need to file if you are self-employed with gross trading income above £1,000, are a partner in a business partnership, have Capital Gains Tax to pay, or receive income that has not been fully taxed at source, such as rental income, savings interest, dividends, tips and commission, foreign income or certain taxable income as a non-UK resident.
The information you need will depend on your individual circumstances. It may include details of employment and pension income, savings and investments, rental income, capital gains, pension contributions and charitable donations. You should also retain supporting documents, such as your P60 or P45, payslips, bank statements, investment and property records, and details of any allowable expenses or tax already paid.
Yes. Our tax specialists can support clients with investment portfolios, rental properties, capital gains and other more complex tax affairs.
Seeking advice before filing deadlines provides more time to gather information, understand your obligations and ensure your affairs remain organised.
Natasha Mortimer
BA (Hons), ATT, Assistant Tax Manager
Ben Heane
BA (Hons) ATT, CTA, Tax Manager
Josie Fryers
BSc (Hons), ATT, CTA, Tax Manager
Dale Butcher
CTA, STEP Affiliate, Senior Tax Manager
Gemma Sellers
BA (Hons), ATT, Tax Consultant
Tony Maleham
CTA, Partner & Head of Private Client Taxation
Adele Swaine
CTA Partner
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