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Tax

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Our service covers most areas of personal taxation and trusts and incorporates both compliance and planning.  We give tailored, clear and practical tax advice which is periodically reviewed to ensure it remains appropriate to your needs and effective in light of ever changing tax laws.

Investment decisions are informed by our understanding of your tax position and our knowledge of your banking arrangements eases the completion of your annual tax return.

Tax Calendar
Year 2008/09
06/04/08 First date for 2008/09 ISA and pension contributions.
31/07/08 Due date for 2nd payment on account of 2007/08 liability. 5% surcharge for any outstanding 2006/07 balancing payments.
30/09/08 Deadline for filing 2008 paper tax returns.
31/01/09 Final date for 2008 tax returns. Penalty for late submission. Due date for 2007/08 balancing payment and 1st payment on account of 2008/09.
01/03/09

5% surcharge for any outstanding 2007/08 balancing payments.

05/04/09

Last date for 2008/09 ISA and

pension contributions.

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