Taxation Services

Self assessment

We have the annual self assessment tax return cycle down to a fine art! Providing we receive all the information necessary to complete your tax return, we can guarantee that it will be submitted on time.
We will usually prepare your return using our state-of-the-art tax software and submit this to HM Revenue & Customs electronically, using their online service. This means that your tax return is processed immediately by the Revenue and, if a tax repayment is due, this may be received by you within a few days.

Tax investigations

Under the self assessment system, HM Revenue & Customs can investigate your affairs at random. This is most likely to happen if you are in the self assessment system (either as an individual, partnership or a limited company), and especially if you have a trade or profession or a complex capital gains matter.
At Hackett Griffey, we have considerable experience of dealing with HM Revenue & Customs, and are accustomed to resolving enquiries, dealing with technical points, negotiating settlements and handling the associated paperwork.

Our services include:

• Self assessment "full" and "aspect" enquiries, including meetings with HMRC
• PAYE disputes, including categorisation, IR35, benefits in kind, and National Insurance
• Commissioners (tax tribunal) hearings
• Negotiating over share and property valuations
• VAT problems

Tax planning

While tax compliance services are a core part of our services, tax planning is equally important. We can work with you to ensure that you are paying the right amount of tax, and suggest strategies for minimising your tax bill.

Areas where we could help to save you tax might include:

• The timing of acquiring or disposing of an asset
• Financing of assets
• The choice of trading entity, e.g. sole trader, partnership or limited company
• Remuneration planning (including salary, benefits, pensions and dividends)
• Year end planning
• Estate and inheritance tax planning
• Expenses and allowances that can be claimed
• Share structures
• Effective use of trading and capital losses
• Tax-efficient savings and investments
• Planning for a comfortable retirement

We can help to ensure that your tax liabilities are kept to a minimum, allowing you to enjoy more of your wealth.