Self Assessment

“Self Assessment doesn’t need to be stressful or left until January. We handle the entire process for you — gathering the information, claiming all available reliefs, preparing and filing the return, and advising on payments due. Filing early gives clarity, better cash flow planning, and complete peace of mind.”

— Nigel Holland, Chartered Accountant

Self Assessment Tax Return Service

Completing a Self Assessment tax return can be complex and time-consuming. We offer a comprehensive end-to-end service: we gather your income information, identify and claim all relevant reliefs and allowances, prepare and file your return, advise on payments due (including payments on account), and provide year-round support. Filing early gives you certainty, improves cash flow planning, and avoids last-minute stress.

What our service includes

- Information checklist tailored to your situation (employment, self-employment, dividends, rental income, investments, pensions, capital gains, foreign income, benefits in kind).
- Review of reliefs and allowances (personal allowance optimisation, pension relief, gift aid, marriage allowance, loss reliefs, property and finance cost rules, CGT exemptions).
- Preparation and online filing of your tax return and supporting schedules with HMRC.
- Calculation of tax due, plus clear guidance on balancing payments and payments on account.
- Timetable of what is due and when, with reminders ahead of each deadline.
- Year-round availability for queries and planning, not just at filing time.

Why file early?

- Better cash flow – know your tax bill months in advance and plan accordingly.
- More time to fix issues – missing documents can be chased without pressure.
- Smarter tax planning – adjust dividends, pension contributions, or other actions before year end next time.
- Less stress – avoid the January rush and potential HMRC delays.

Key deadlines at a glance

- Paper filing: 31 October following the tax year end (5 April).
- Online filing: 31 January following the tax year end.
- Payments: 31 January (balancing payment and first payment on account) and 31 July (second payment on account).

Missing a deadline can trigger penalties and interest, so it pays to stay ahead.

Who we help

- Company directors and owner-managers.
- Sole traders and partners.
- Landlords (single property or portfolios).
- Investors with dividends, interest, or capital gains.
- Individuals with foreign income or more complex tax affairs.
- Anyone who wants their return done correctly and on time.

What we need to get started

- Your UTR (Unique Taxpayer Reference) and NI number.
- P60/P45/P11D and employment benefits details (if applicable).
- Self-employment or partnership figures (or access to your bookkeeping).
- Property income and allowable expenses.
- Dividend and interest statements; investment disposals for CGT.
- Pension contributions and gift aid.
- Any foreign income and taxes paid.

If anything is missing, we’ll help you obtain replacements or alternatives.

Our process

1. Discovery – brief call to confirm your circumstances and deadlines.
2. Data – we send a tailored checklist and secure upload link (or accept email/records).
3. Preparation – we draft the return and highlight planning points or queries.
4. Review – you approve the figures; we explain any payments due and how to make them.
5. Filing – we submit to HMRC and send you the acknowledgements and payment guidance.
6. Aftercare – we’re here all year for questions, coding notices, and future planning.

Ready to file (the easy way)?

Email nigel@hollandandcompany.co.uk or call 0151 420 6666 and we’ll get your Self Assessment underway. If you’d like, we can also provide a fixed-fee proposal once we understand your circumstances and the scope of work.

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