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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 2011/12
06/04/11 First date for 2011/12 ISA and pension contributions.
31/07/11 Due date for 2nd payment on account of 2010/11 liability. 5% surcharge for any outstanding 2009/10 balancing payments.
31/10/11 Deadline for filing 2010/11 paper tax returns.
31/01/12 Final date for 2010/11 tax returns. £100 penalty for late submission. Due date for 2010/11 balancing payment and 1st payment on account of 2011/12.
01/03/12

5% surcharge for any outstanding 2010/11 balancing payments.

05/04/12

Last date for 2011/12 ISA and

pension contributions.

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