Let Caldwell Penn handle the complexity, so you don’t overpay or miss deadlines.
If you’re self-employed, own rental property, earn income outside PAYE, or just want peace of mind, we can help.
We don’t just fill in boxes. We:
Maximise reliefs and allowances
Handle correspondence with HMRC
Spot potential liabilities before they become problems
Help you plan ahead, not just look back
Here’s what our personal tax service includes:
Full preparation and submission of your tax return
Guidance on what to report and when
Tax calculations and payment reminders
Review and claim of all relevant allowances and reliefs
Advice on income tax and capital gains
Support with trusts, tax queries, and HMRC correspondence
Optional ongoing tax planning and forecasting
Introductory call to understand your tax position
Checklist of required documents sent to you
Return prepared by a qualified tax specialist
Reviewed and approved before submission
Electronic filing with HMRC
Advice on tax due and payment deadlines
Optional review for future planning
Tax advice that saves you money and stress.
Qualified, experienced tax specialists
Clear timelines and transparent fees
Practical, actionable advice
Regular updates and proactive communication
First response within one working day
Book a free discovery call with our tax team.
You must file if you’re self-employed, a partner in a business, earn rental income, or have untaxed income or capital gains.
The tax year runs from 6 April to 5 April. The filing deadline is 31 January following the end of the tax year.
Yes. We handle all correspondence and queries from HMRC so you don’t have to.
Late filing leads to penalties. We help ensure everything is submitted on time, and can assist if you're behind.
Absolutely. We offer proactive advice to reduce future liabilities and manage your overall tax exposure.
Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:
Consultants, agencies, engineers, and other specialised firms providing expert professional services.
SaaS companies, crypto businesses, software development firms, and tech start-ups.
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.
