Tax Return Preparation

Keeping up with tax laws is crucial to maximise tax benefits and minimise liabilities. Tax legislation constantly changes, so staying up-to-date with the latest rules and regulations is essential. Our expertise in UK and international tax matters allows us to adopt the most tax-efficient approach, whether you are a UK national working abroad or an overseas national working in the UK. We pride ourselves on offering customised tax return solutions that cater to your requirements while ensuring you meet your obligations. Our services include:

• • Reviewing your requirements to file tax returns: Ensuring accurate and timely filing of tax returns, including all required forms and documents, with personalised guidance on specific requirements.
  • Obtaining Self-Assessment tax ID number for tax return filing: Helping you acquire a Self-Assessment tax ID number, simplifying the process and ensuring compliance with HM Revenue & Customs. We’ll manage all the necessary paperwork and provide step-by-step guidance through the application procedure.
  • Review of Statutory Residence Test and application: Conduct a thorough evaluation of the Statutory Residence Test and provide assistance to determine your tax residence status during the application process. We help ensure your compliance with residency regulations and enable you to claim any eligible reliefs or exemptions.
  • Non-domicile claims and reliefs (applicable up to the tax year ended 5 April 2025): Providing expert advice on non-domicile claims and reliefs, including exemptions related to overseas income and tax-efficient transfers to the UK. We will help you navigate the complex tax rules to minimise your tax liability while taking advantage of available reliefs. We can also help with:
  • Analysing the “remittance” versus “arising” basis to maximise your tax efficiency and minimise your tax liability.
  • Assisting with claims for “Overseas Workday Relief,” ensuring that you can benefit from this tax relief if applicable to your situation.
  • Foreign Income and Gains Regime (applicable from the tax year commencing 6 April 2025)
    We can help determine if you are eligible for the FIG exemption for overseas income and gains, including overseas workday relief claims and asset protection, together with reporting and claims on your Self Assessment annual tax return.
  • Accommodation and subsistence claims: We specialise in providing guidance on accommodation and subsistence claims for temporary assignees and mobile commuters. We aim to assist clients in optimising their tax position. We offer comprehensive advice on eligible expenses and ensure your compliance with tax regulations.
  • Share-based benefits: Analysis and reporting of share-based benefits, such as option income or restricted shares, to ensure accurate reporting and compliance with tax regulations. We will work with you to accurately calculate the taxable value of these benefits and report them correctly.
  • Foreign tax credit claims: Assisting with foreign tax credit claims to prevent double taxation, where earnings or personal income are taxed by another jurisdiction. We will help you navigate the complexities of international tax laws and ensure that you can claim the appropriate credits to avoid being taxed twice on the same income.
  • Tax treaty claims: Exploring tax treaty claims to take advantage of any tax treaties between the UK and other countries. We will review the relevant tax treaties and advise you on how to structure your affairs to benefit from any available tax reliefs or exemptions.
  • Non-resident tax returns: Filing non-resident tax returns for individuals with UK source income, including pension income, investments, rental income, and analysing and reporting “relevant” gains on the sale of UK property. We will handle all aspects of your non-resident tax return preparation, ensuring that you are in compliance with the necessary regulations and reporting requirements.