Whether you’re a business owner, director, investor, landlord, or high earner, our team will make sure your personal tax is handled efficiently and accurately. We provide practical advice that helps you understand your position and plan for the future.
At Forrester Boyd, we offer a personal service tailored to your individual circumstances. We don’t just complete your tax return, we look at your wider financial situation to ensure you’re taking advantage of every opportunity to reduce your liability and build for the future.
We prepare and file your annual self-assessment accurately and on time, taking the pressure off and ensuring you meet all HMRC requirements.
Our experts provide proactive advice to help you manage income, capital gains, and inheritance tax effectively, ensuring your financial decisions are as tax-efficient as possible.
From rental income and investments to international tax and trusts, we handle even the most complex cases with professionalism and care.
Tax isn’t one-size-fits-all. We take the time to understand your goals, responsibilities, and future plans to create a tailored approach that works for you.
Whether you’re managing family wealth, property, or multiple income sources, we’ll help you stay compliant while minimising your tax exposure.
We also work closely with business owners and company directors to align personal tax planning with corporate strategies, ensuring a fully joined-up approach.
Our personal tax service goes beyond compliance.
We focus on helping you make informed financial choices, plan ahead, and achieve greater tax efficiency - giving you confidence and peace of mind throughout the year.
We’ll keep you up to date with any changes in tax legislation and provide clear, practical advice that helps you stay one step ahead.
We’ve included some of the most common questions about personal tax, but our team is always happy to discuss your individual needs.
Personal Tax covers the tax individuals pay on their income, gains and certain benefits. You may need to file a Self Assessment tax return if you are self employed, a company director, receive rental income, have significant investment income, or have a more complex tax position. HMRC will usually tell you if they expect a return, though it is your responsibility to check if one is required.
Taxable income can include earnings from employment, self employment, rental properties, pensions and investments. Some types of income fall within tax-free allowances and some have specific rules. Understanding the mix of income you receive helps ensure the correct tax is paid and any available reliefs are used effectively.
You may be able to reduce your tax by claiming allowable expenses or making use of personal allowances and reliefs. Common examples include pension contributions, charitable donations under Gift Aid, certain employment expenses and the personal savings allowance. The availability of reliefs depends on your circumstances so tailored advice can make a meaningful difference.
The tax year runs from 6 April to 5 April. Paper tax returns are due by 31 October and online returns by 31 January. Any tax owed for the previous year must usually be paid by 31 January with further payments on account made in January and July if required. Meeting deadlines avoids penalties and helps you keep on top of your financial planning.
