Services

Personal Tax

At Sampson Fielding, we provide a comprehensive range of personal tax services to help individuals manage their tax affairs.

We understand that personal tax affairs can be complex and time-consuming. Our team is here to help you navigate the tax system and ensure that you comply while making the most of the tax reliefs and allowances available to you.

 

“Hiring Sampson Fielding has been an absolutely fantastic decision. They’re extremely knowledgeable and on top of everything, but more importantly, I have been extremely impressed by their level of client servicing.”

- Simon Blythe

How we can help

Our team is here to help you navigate the tax system and make the most of the tax reliefs and allowances available to you.

Personal Tax Returns

We handle personal tax returns, advising on tax-efficient strategies to help clients minimise their tax liability. 

Pension contributions

Advice and assistance with maximising gains and minimising tax liabilities for clients' pension contributions.

Personal Consultancy

We provide personalised financial advice to help clients achieve their financial goals and secure their future.

Partnership Accounts

We prepare and file annual accounts for partnerships, ensuring compliance with regulations and deadlines. 

Property Rental Accounts

We prepare and file annual accounts for property rentals, advising on tax-efficient strategies to maximise income. 

Share schemes & options

We advise on Share Schemes & Options, helping clients maximise their gains and minimise their tax liability.

Sole Trader Accounts

Bookkeeping, annual accounts, tax calculation and filing services with tax-efficient strategies for sole traders.

Tax made easy

We work with individuals to make sure they are tax compliant no matter whether you are a freelancer, contractor or looking to retire.

 

To learn more about how we can support you.

 FAQs

 
 

  • The deadline for submitting a personal tax return in the UK is 31st January following the end of the tax year. For example, the deadline for the 2022/23 tax year would be 31st January 2024.

  • If you've received a letter from HMRC requesting a personal tax return, it's essential to comply with their request. You should gather all the necessary financial information, including income and expenses, and complete the tax return accurately. If you require assistance, we can guide you through the process and ensure compliance with HMRC requirements.

  • Dividends can be more tax-efficient than a salary, as they are subject to different tax rates. However, it's important to consider the overall tax implications, including the individual's personal circumstances and other sources of income. We can assess your specific situation and provide guidance on the most tax-efficient remuneration strategy for your business.

  • When you sell a rental or investment property, you may be subject to Capital Gains Tax (CGT) on the profit made. It's important to calculate the gain correctly and report it in your personal tax return. We can assist you in calculating the CGT liability and ensure compliance with HMRC regulations.