Self-assessment and tax return services

Expert guidance for stress-free self-assessment.

We understand how time-consuming and confusing self-assessment tax returns can be for busy individuals. Furthermore, the constant stream of changes to tax legislation makes returns even more difficult to understand, therefore more likely to not be completed or returned on time or correctly. At Wellway, we make sure self-assessments are simplified and fully supported.

Do I need to send a self-assessment tax return?

Self-assessment (SA) is a method of paying income tax to HMRC, usually completed by anyone who is:

• self-employed
• a company director
• a partner in a business partnership
• as well as anyone earning income from property and a variety of other sources (e.g. commission, tips)

The penalties to taxpayers from HMRC can be very costly if:

• Deadlines are missed
• Incorrect returns are delivered
• Appropriate records are not retained or presented

How we can help:

With Wellway, self-assessment shouldn’t be stressful

We aim to save you a lot of time, worry, and money by handling your self -assessment for you. We will do all the necessary computations, complete your return, and even offer advice on how you can minimise your tax liability.

Our comprehensive Individual Self-Assessment service includes:

• Liaising with your bank, building society, stockbrokers etc to gather the relevant data for your annual returns
• Calculating your tax liability
• Completing and filing your tax return to HMRC on your behalf
• Advising you when various payments are due and how much to pay
• Advising on appropriate record retention
• Introducing you to any relevant tax saving ideas
• Representing you in the event of your being selected for investigation by HMRC

Your Financial Success Begins with Smart Tax Planning

Contact Us today to discuss how we can spare you the headache of self-assessment.