Personal Tax Management
Ongoing personal tax support and planning.
Your Self Assessment done properly, plus mid-year tax checks and planning so you're never caught off guard.
Where you are now
You're a company director, a landlord, or someone with multiple income sources. Tax isn't straightforward. What you owe changes depending on dividends you take, rental income that fluctuates, or capital gains that appear when you sell something.
You get your Self Assessment done every January but by then it's too late to do anything about it. If you'd known in June what your tax bill would look like, you could have timed dividends differently or structured property income better. Instead, you find out in January when the money's already spent.
Making Tax Digital for Income Tax is coming, which means quarterly updates instead of one annual return. You need someone who's already thinking quarterly, not scrambling to adapt when HMRC forces the change.
Who this is for
This is for company directors who take dividends, landlords with rental income, or anyone with complex personal tax who wants planning, not just compliance.
It could be a director managing salary and dividend splits, a landlord with multiple properties trying to minimise tax on rental income, or someone selling assets who needs capital gains advice before the sale completes.
What's included in the Personal Tax Management package
Self Assessment return prepared and filed
I prepare your tax return, work out what you owe, and file it with HMRC before the deadline.
Mid-year tax projection
Halfway through the tax year, I forecast what you'll owe based on income so far. You know if you need to adjust dividends, defer income, or put more aside.
Planning actions agreed
I don't just forecast. We agree what to do about it: when to take dividends, whether property expenses should be timed differently, how to structure things to reduce the bill.
Four quarterly check-ins
We meet four times per year for 30 minutes to review your tax position and make sure you're on track.
Email and WhatsApp support
Questions get answered within 24 working hours.
Payments on account managed
I calculate payments on account and tell you what's due in January and July. No surprises.
What working with me looks like
How it works
Kickoff - I send you a checklist of what I need. You give me access to the information.
Initial projection - I work out where you stand for the current tax year.
Quarterly cycle - Four check-ins per year, tax position reviewed, actions agreed.
Mid-year forecast - Halfway through the year, I project what you'll owe and advise on timing.
Year-end filing - Self Assessment prepared, reviewed together, filed on time.
Every quarter we sit down for 30 minutes. I tell you where your tax position stands, what's coming, and whether you need to adjust anything. Halfway through the year, I project what you'll owe in January so you can plan dividends or income accordingly.
When it's time to file your Self Assessment, everything's already in place. The return gets prepared, filed, and you know exactly what you're paying. No last-minute scrambling, no unexpected bills.
Why work with me
I've managed corporation tax and personal tax for company directors, landlords, and high-income individuals. I know how to structure dividends tax-efficiently, when to time rental expenses, and how to plan capital gains before the sale completes.
You get Big 4 experience applied to personal tax planning. I don't just file your return. I help you structure things properly so you keep more of what you earn.
Your investment
From £40 to £120 + VAT per month
Self Assessment filing is included in the monthly fee. Price depends on complexity: straightforward director dividends and salary is on the lower end, multiple rental properties or capital gains planning costs more. Fixed monthly fee agreed up front.
I need the Personal Tax Management package
Please complete the form telling me a little bit about your circumstances, and I'll get back to you.
Need another service?
I work with UK businesses and individuals across a range of circumstances.
View business services or view individual services to see if another package fits your situation better.