Our unique combination of financial and legal services…

Are you looking for a tax return service from a trusted team of advisers?

We all lead busy lives, and doing the annual tax return is one extra time-consuming activity that we could all do without. So, whether you do your own tax return or have an existing adviser, we can take away the hassle.

We provide a fast, efficient tax return compliance service to ensure that you know what to pay and when to pay it. We can also obtain the information direct from your banks and investment advisers, to avoid you needing to collate and send information to us.

Thanks to our tax planning expertise, we can also look for opportunities to minimise your tax liabilities by taking advantage of your (and your family’s) allowances and rate bands.

We can also prepare your tax returns if you have investment portfolios, rental properties, trust income or overseas interests.

To find out more about how we can help you, please get in touch.

As a current or new client of Progeny, you may be entitled to a complimentary tax return or a contribution included as part of your overall package. Please speak to your adviser to find out more.

Basic Tax Return

£500 plus VAT per person

  • Employment income, benefits in kind and expenses
  • Pension income
  • Bank interest
  • Claims for Gift Aid payments and pension contributions
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Standard Tax Return

£750 plus VAT per person

  • Employment income, benefits in kind and expenses
  • Pension income
  • Bank interest
  • Claims for Gift Aid payments and pension contributions
  • Investment income from your Progeny portfolio including a small number of Capital Gains Tax transactions
  • One rental property income and expenditure account
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Complex Tax Return

from £1,000 plus VAT per person

  • Employment income, benefits in kind and expenses
  • Pension income
  • Bank interest
  • Claims for Gift Aid payments and pension contributions
  • Investment income from your Progeny portfolio including multiple Capital Gains Tax transactions
  • More than one rental property income and expenditure account
  • Trust and estate income
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Family packages are available, especially where there are joint assets such as property or investment portfolios.

Non-residency pages at additional cost, to be determined dependent upon complexity.

Let’s get started!

Express your interest today and we’ll be in touch to take things forward.

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