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Personal Tax & Self Assessment services

Nobody wants to pay more tax than they have to

Minimise tax bills

Fully compliant

Utilise tax reliefs

Your key contact

Mark Martin

Partner and Director of Tax

Let Caldwell Penn do the hard work for you

Schedule a brief, no obligation call with our team today.

Schedule a discovery call

Personal Tax & Self Assessment services

A personal tax return is a way of reporting to HMRC your taxable income and capital gains and claim any tax allowances and reliefs each tax year (6 April one year to 5 April the next).

Most taxpayers do not need to complete a personal tax return if they are paying the correct amount of tax through the Pay As You Earn (PAYE) system.

"We make sure you claim everything you are entitled to and nothing gets missed. That is how you pay less and stay compliant."
Claire James Brown
Personal Tax Specialist

Why should I prepare a personal tax return?

It's a UK statutory requirement
  • It is a UK statutory requirement if you:
    • are self-employed.
    • a partner of a partnership.
    • have property rental income or other income from property.
    • have any other income which has not been taxed via PAYE (capital gains etc).
  • This means that it is your responsibility to ensure that your personal tax return is accurate, submitted, and that any tax owing is paid on time. 

How do I prepare a personal tax return?

Let Caldwell Penn do the hard work for you
  • We have a team of in-house tax experts with vast detailed knowledge of the latest tax legislation who will prepare your personal tax self-assessment, ensuring that you save as much tax as possible.
  • We will let you know what information we require to prepare your personal tax return.
  • Your personal tax return will be submitted electronically to HMRC on time and hassle free, with the only thing left for you to do is make the payment. It’s that simple.
  • Our personal tax services are available to both business owners and private individuals and include:
    • All aspects of self-assessment
    • Dealing with tax enquires
    • Dealing with tax disputes
    • Correspondence with HMRC
    • Inheritance tax planning
    • Capital Gains Tax planning
    • Trusts 
"The rules change every year. Let us take care of the tax return so you can focus on everything else."
Bradley Goddard
Corporate Tax Specialist
"We do more than just submit your return. We help you plan ahead and avoid any nasty surprises."
Mark Martin
Partner and Director of Tax

What are the benefits?

Save you money
  • Regardless of the statutory compliance requirements for preparing and filing self-assessments, there are some obvious reason why you should seek our professional advice when preparing your personal tax return:
     
    • You will benefit from tax reliefs you did not realise you were eligible for
    • Reduced Income Tax, Capital Gains Tax and Inheritance Tax bills
    • You will be able to plan for the future so that you mitigate any unexpected tax bills 
    • You will avoid any filing penalties for not preparing your return correctly or on time 

Your key tax team

Mark Martin

Partner and Director of Tax

Claire James

Personal Tax Specialist

Bradley Goddard

Corporate Tax Specialist

Our core sectors

Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:

Professional Services

Consultants, agencies, engineers, and other specialised firms providing expert professional services.

Technology & Innovation

SaaS companies, crypto businesses, software development firms, and tech start-ups.

Manufacturing & Logistics

Manufacturers, supply chain operators, warehousing businesses, and logistics providers.

While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.

No matter your sector, we’re equipped to support your growth and success.

Schedule a discovery call

Trusted by businesses like yours

"Caldwell Penn's transparency, professionalism, attention to detail, and friendliness distinguish them from all other firms we have previously engaged. They have exceeded our expectations by additionally offering R&D advice, which has significantly benefited our operations."
Allaero Limited
"While it’s hard to get excited about an audit, Caldwell Penn made the experience as seamless as possible. Communication was clear and effective, and the management letter provided valuable insights for our business. We highly recommend their services to any business in need of a thorough and efficient audit."
UK Lanyard Makers Ltd
"Caldwell Penn handle everything for us with a proactive, tailored approach. Their dedicated team understands our goals, ensuring we never miss tax-saving opportunities. They’re more than accountants, they’re partners in our growth."
Syon Creative Ltd

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