Personal Tax Planning

Take advantage of SJD's tax planning service to see how much you could save.

With the tax regime becoming more complex and more emphasis being put on taxpayers’ individual responsibilities, everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet all the compliance requirements.

We are the tax specialists and tax advisers and can provide you with year round tax advice on:

Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gains, and every inheritance tax saving means more benefit for your beneficiaries.

Make sure you take full advantage of the tax saving opportunities open to you.

Essential

£135

+ VAT/mo

£67.50

+ VAT/mo

A more personalised experience, with FreeAgent included allowing you to run your business anywhere.

What's included:

 

Unlimited support from a personal accountant, who understands your business

 

Year-end account and Corporation Tax submissions

 

Personal self-assessment tax return

 

Tax-efficient salary advice and payroll management

 

FreeAgent software to manage your business anywhere

 

Making Tax Digital compliant with quarterly VAT submissions

 

FREE business banking set up with Metro Bank, if needed


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Premium

£200

+ VAT/mo

£100

+ VAT/mo

Everything in ESSENTIAL PRO

Get more of your time back and rewarded.

What's included:

 

Financial advice

 

Bookkeeping


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Elite

£250

+ VAT/mo

£125

+ VAT/mo

Our most comprehensive package. No need to waste time bookkeeping or insurance hunting. We make sure you and your business are supported with minimal effort from you, so you can focus on your business and home life.

What's included:

 

Unlimited support from a personal accountant, who understands your business

 

FreeAgent software to manage your business anywhere

 

Bookkeeping, with no transaction fees

 

Business insurance

 

IPSE membership

 

Wealth and mortgage review

 

IR35 Contract Assessment via QDOS


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Call us

Call our best advice team on 01925 597 051.

  • Monday - Thursday (8am to 8pm)
  • Friday (8am to 7pm)
  • Saturday (10am to 4pm)

Existing client?

If you're already a client of ours, you can speak to your dedicated accountant directly.

Alternatively, call us on 01442 353 466.

Monday - Friday (9am to 5pm)

Call back

Let us call you back at a time that suits you

Time