Personal Tax Planning & Returns
Self Assessment tax return preparation and personal tax planning for directors, landlords and individuals. Expert guidance including MTD for ITSA readiness.
Who it's for: Company directors, property owners, investors and individuals who require reliable Self Assessment preparation and proactive personal tax planning.
Overview
Personal tax compliance remains an important responsibility for individuals with income that falls outside standard PAYE reporting. This includes company directors, landlords, investors and individuals with multiple income sources.
At Cooper Faure, we prepare and submit Self Assessment tax returns while helping clients understand their personal tax position and plan effectively for the future. Our role is to ensure that returns are prepared accurately, submitted on time and supported by clear financial information.
We review all relevant income sources, including employment income, dividends, rental income, investment income and other taxable receipts. Where appropriate, we also advise on available reliefs and allowances to ensure that tax is calculated correctly.
The UK tax system is evolving with the introduction of Making Tax Digital for Income Tax (MTD for ITSA), which will gradually change how many individuals report their income to HMRC. We help clients prepare for these changes and ensure that the necessary systems and reporting processes are in place.
By working closely with our clients throughout the year, we aim to provide not only accurate tax returns but also practical guidance to support informed financial decisions.
What We Offer
- Preparation and submission of Self Assessment tax returns
- Review of multiple income sources including dividends and rental income
- Personal tax planning and allowance optimisation
- Capital gains tax reporting where applicable
- Guidance on HMRC compliance and reporting obligations
- Support preparing for Making Tax Digital for Income Tax (MTD for ITSA)
Need help with your tax return?
Not sure what applies, which tax year you need, or whether Making Tax Digital may affect you? Send us a few details and we will guide you to the right next step.
This short enquiry helps us understand whether you need support with Self Assessment, rental income, foreign income, capital gains, overdue returns, or MTD for Income Tax.
Ready to discuss personal tax planning & returns?
Book a consultation or send us a short enquiry and we will guide you to the right next step.