Personal Taxation Compliance.

In simple terms Bolton and Co offer income tax advice and tax return help. Whilst HMRC make many claims about how easy it is to do a self-assessment tax return the number of forms and guidance notes can be overwhelming.

Anyone completing their own tax return always wonders whether they’ve put all the numbers in the right boxes and whether HMRC will work out their tax liability correctly.

Why wonder?

Get tax return help from the team of specialist tax advisers at Bolton and Co who deal with hundreds of forms every year and have a wealth of knowledge to help you prepare your tax return and make all the taxation calculations to keep your tax as low as possible.

Whilst the preparation of your tax return is an important milestone in the year, Bolton and Co offer a service that includes:

• Planning to keep your tax as low as possible.
• Detailed advice of your liabilities.
• Dates when any payments are due.
• Coding notice changes.
• Checking your statement of accounts against assessments issued by HMRC.
• Managing your Tax Affairs.
• A "check your calculations" review service, if you want to submit your own tax return.

Bolton and Co can work with you to develop a strategy to cover:

• Financial planning.
• Income Tax and National Insurance Contributions (NIC).
• Wills and Trusts.
• Investment Income.
• Capital Gains Tax and wealth retention.
• Property income, capital and lettings - consultation at the planning stage can reap big rewards.
• Pensions.
• Inheritance Tax planning.
• Expatriate taxation.
• Benefits in kind - saving tax on benefits such as company car for higher rate tax payers.
• Prompt reclaims of overpaid tax.
• Construction Industry Tax Scheme (CIS) - helping you comply with regulations, avoid penalties and have tax deducted at the lowest possible rate.
• New business taxation - setting losses against other income can give you a tax refund.
• Tax credits, working tax credits and child tax credits.
• Retirement Planning - handling savings and making the correct claims in self assessment.
• Shared allowances - couples with different income levels can save money.

Bolton and Co can work with you to develop a strategy to cover:

• Financial planning.
• Income Tax and National Insurance Contributions (NIC).
• Wills and Trusts.
• Investment Income.
• Capital Gains Tax and wealth retention.
• Property income, capital and lettings - consultation at the planning stage can reap big rewards.
• Pensions.
• Inheritance Tax planning.
• Expatriate taxation.
• Benefits in kind - saving tax on benefits such as company car for higher rate tax payers.
• Prompt reclaims of overpaid tax.
• Construction Industry Tax Scheme (CIS) - helping you comply with regulations, avoid penalties and have tax deducted at the lowest possible rate.
• New business taxation - setting losses against other income can give you a tax refund.
• Tax credits, working tax credits and child tax credits.
• Retirement Planning - handling savings and making the correct claims in self assessment.
• Shared allowances - couples with different income levels can save money.

...and your best interests

As a team, at Bolton and Co, we pride ourselves in providing impartial advice based on your needs and in your best interests. We do not sell financial investments; we will work with your Financial Adviser to recommend a financial solution that is unique and right for you.

If you don't have an Independent Financial Adviser, we can introduce you to one of our trusted contacts.

...and your best interests

As a team, at Bolton and Co, we pride ourselves in providing impartial advice based on your needs and in your best interests. We do not sell financial investments; we will work with your Financial Adviser to recommend a financial solution that is unique and right for you.

If you don't have an Independent Financial Adviser, we can introduce you to one of our trusted contacts.