Our unique combination of financial and legal services…

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.

Basic Tax Return

£250 plus VAT per person

  • Employment income, benefits in kind and expenses
  • Pension income
  • Bank interest
  • Claims for Gift Aid payments and pension contributions
Express Your Interest

Standard 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
  • Investment income from your Progeny portfolio including a small number of Capital Gains Tax transactions
  • One rental property income and expenditure account
Express Your Interest

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
Express Your Interest

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.

Email communications are not secure and for this reason Progeny cannot guarantee the security of this email, its contents, or that it remains virus-free once sent.