Skip to content
Sowilo Investments Sowilo Investments Sowilo Investments
All services
N° 03 / 08 · Service

Self Assessment

For directors, partners, landlords and the comfortably self-employed.

Engagement

Fixed fee per return · quoted on enquiry

Speak about a self assessment engagement
Overview Overview

Personal tax returns prepared, reviewed by a qualified accountant, and filed before HMRC ever asks. We treat the SA100 as the entry point to year-round tax planning, not a once-a-year scramble in January.

Included in scope

  • 01 SA100 personal tax return
  • 02 Capital gains, dividends & rental property schedules
  • 03 Foreign income & non-dom considerations
  • 04 Marriage allowance & pension carry-forward review
  • 05 HMRC correspondence handled on your behalf
In Practice

Where this shows up
in the work.

The personal return is rarely just the SA100 — it’s the SA100 plus whichever supplementary pages your situation requires (SA105 property, SA106 foreign, SA108 capital gains, SA103 self-employment, SA102 employment). Most missed reliefs sit in the supplements, which is also where most mistakes get made. We build the return from the supplements upward, not the cover sheet down — the SA100 writes itself once the substance is right.

Recurring scenarios

  • 01 A director taking salary, dividends, and a small rental income — the classic three-stream return, where dividend allowance, marriage allowance, and savings interest interact in non-obvious ways.
  • 02 A consultant who left employment mid-year, took a small redundancy, and started a personal service company in the same tax year. Three regimes, one return, rights of election we have to flag explicitly.
  • 03 Capital gains following a property disposal — the 60-day reporting deadline, principal private residence relief on a partially-let property, and the interaction with the annual exempt amount used elsewhere.
  • 04 First-year non-domiciled status — domicile assertions, remittance basis charge, and whether the £30k / £60k charge is the right call this year.
Adjacencies Often paired with All services →
Begin Begin

Take this further?

Speak with us