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Personal tax including Self Assessment

Lloyd & Co
Chartered Accountants

103-105 Brighton Road
Surrey, CR5 2NG
020 8668 0500
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In general terms, taxpayers with circumstances involving anything other than a routine employment have to complete annual Self Assessment Tax Returns. This obligation is made more onerous not only by the complex structuring of the Return itself but by the presumption HMRC makes that everybody should know all the rules! Most such taxpayers are therefore perhaps unreasonably forced into finding an Accountant to assist them.


We aim to make this process as painless as possible for clients by ensuring firstly that we build up a detailed understanding of their circumstances, then by establishing recording processes to collate the required information and finally by completing the required Return in good time to ensure the filing deadline is met. In completing this process we ensure an understanding of what tax liabilities arise and when. Invariably knowledge of future payments is enhanced by an early completion of the required Return. Taxpayers have until the following January 31st in respect of each year ended 5th April to file their Return.   


As part of this service we are constantly mindful, particularly at the outset, of making suggestions as to ways taxpayers can minimise their tax liabilities according to their particular circumstances.

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