SILVER

  • Annual sole trader accounts
  • Personal Tax Return to include any of the following:
    Sole trade profit/loss
    Capital allowances
    Salary from any employment(s)
    Dividends from UK Companies
    Bank interest                                   
    Pension income
    Gift aid donations
    Personal pension contributions

Silver service is available to you

from £15 per month

all inclusive

GOLD

  • Annual sole trader accounts
  • Rental Income & expenditure accounts (where applicable) 
  • Personal Tax Return to include any of the following:
    Sole trade profit/loss
    Capital allowances
    CIS refund (where applicable)
    Salary from any employment(s)
    Dividend income
    Bank interest
    Pension income
    Gift aid donations
    Personal pension contributions
    Rental income & expenditure

Gold service is available to you

from £25 per month

all inclusive

PLATINUM

  • Annual sole trader or partnership accounts
  • Rental Income & expenditure accounts (where applicable)
  • Personal Tax Return to include any of the following:
    Sole trade profit/loss
    Capital allowances
    CIS refund (where applicable)
    Salary from any employment(s)
    Dividends from UK Companies
    Dividends - overseas companies
    Bank interest
    Pension income
    Gift aid donations 
    Personal pension contributions
    Rental income & expenditure
    Capital gains/losses
  • Other reliefs such as:
    Gift relief
    Entrepreneur's relief
  • Annual tax review
  • Annual meeting with a Chartered accountant

Platinum service is available to you

from £35 per month

all inclusive

Fixed monthly fees agreed with you upfront

Additional fees may be charged for:

  • Complex tax planning & advice
  • Capital gains tax planning & advice