Tax Services Exeter • Personal, property, business and HMRC tax
Tax Services in Exeter for Complex Personal and Business Matters
Tax Services Exeter covers annual tax compliance, technical advice, calculations, disclosures and representation before HMRC. We advise individuals, landlords, company directors and businesses where the correct treatment depends on the facts, the sequence of events and the interaction between different UK tax rules.
Complete service map
Specialist Tax Services for Exeter Individuals and Businesses
The service headings below describe the main routes through which work is undertaken. Where a matter crosses more than one area, we define one connected engagement rather than separating the facts into unrelated pieces of work.
HMRC and historic tax issues
HMRC Enquiries, Compliance Checks and Tax Disclosures
HMRC work requires control of the facts, records, deadlines and disclosure position. We first establish what HMRC is examining or what has been omitted, then determine the tax, interest, penalties and response or disclosure route.
HMRC Tax Investigation Support
Representation where HMRC has opened an enquiry, requested information or challenged figures reported in a return, set of accounts or disclosure.
- Review of the opening letter and statutory scope
- Evidence and information-request analysis
- Tax calculations and written explanations
- Correspondence, settlement and penalty representations
HMRC Compliance Check Advice
Support for checks into Self Assessment, property income, company records, VAT, PAYE or other reported figures.
- Complete review of the HMRC request
- Reconciliation of records to filed returns
- Preparation of a focused response
- Consideration of errors, interest and penalties
Voluntary Tax Disclosures and Corrections
Advice where income, gains or another tax liability was not reported correctly in an earlier year.
- Tax-year and liability calculations
- Let Property Campaign and rental disclosures
- Worldwide Disclosure Facility cases
- Behaviour, penalty and explanation review
Appeals, Penalties and Tax Disputes
Review of HMRC decisions, assessments and penalties where the facts, procedure or stated behaviour require challenge or further explanation.
- Reasonable-excuse and penalty appeals
- Careless and deliberate behaviour analysis
- Assessment and discovery review
- Written representations and dispute strategy
Individuals and private clients
Personal Tax, International Matters and Complex Returns
Personal tax work often involves several sources of income, residence questions, capital transactions and interaction with companies, partnerships, pensions or trusts. The return is prepared after the underlying treatment has been established.
Complex Self Assessment Tax Returns
Preparation and filing for individuals whose returns involve more than a single employment or straightforward source of income.
- Employment, self-employment and partnership income
- Property, dividends, interest and pension income
- Capital gains and high-income adjustments
- Amendments and corrections to earlier returns
UK Residence and Foreign Income Tax
Advice for people arriving in, leaving or remaining connected with the UK while receiving income or gains from another country.
- Statutory Residence Test and split-year treatment
- Foreign property, interest, dividends and pensions
- Overseas employment and UK workdays
- Double-tax relief and treaty analysis
Capital Gains Tax Calculations and Advice
Calculations and reporting for property, shares, business interests, investments, cryptoassets and transfers between connected people.
- Acquisition cost and enhancement expenditure
- Private Residence Relief and ownership history
- Losses, exemptions and relief claims
- Standalone reports and Self Assessment disclosure
Inheritance Tax, Estates and Trusts
Advice on lifetime gifts, estates, trust income and gains, property-rich families and succession planning where tax consequences need to be considered before action is taken.
- Lifetime transfers and potentially exempt transfers
- Estate and trust tax reporting
- Property, business and investment assets
- Interaction between IHT, CGT and Income Tax
Landlords, property owners and transactions
Property Tax Services from Annual Rental Reporting to Restructuring
Property tax is not limited to entering rental income on a return. Ownership, use, financing, development intention, connected parties, company structures and disposal history can materially change the tax position.
Landlord Tax Returns and Rental Accounts
Rental schedules and Self Assessment reporting for individual landlords, joint owners and people with several UK properties.
- Rental income and allowable expenses
- Finance-cost tax reduction
- Repairs, improvements and capital expenditure
- Property losses and joint ownership
Non-Resident Landlord Tax
UK reporting for individuals living overseas who receive rent, sell a UK property or return to the UK after a period of non-residence.
- Non-Resident Landlord Scheme matters
- UK property pages and allowable expenses
- Residence and double-tax considerations
- Non-resident Capital Gains Tax reporting
Property Ownership and Incorporation Advice
Technical analysis before changing ownership, transferring a portfolio, introducing family members or moving activity into a company.
- Beneficial ownership and partnership analysis
- CGT, SDLT and financing implications
- Company and shareholder consequences
- Commercial purpose and long-term ownership
Development, Holiday and Mixed Property Activity
Advice where property is developed, converted, used for short-term accommodation or held partly for business and partly for investment purposes.
- Investment compared with development activity
- Revenue and capital expenditure treatment
- VAT and business-structure considerations
- Sale, succession and exit planning
Companies, directors and employers
Business Tax Services for Owner-Managed Companies and Growing Enterprises
Business tax advice must consider both the entity and the people who own or manage it. Company profits, remuneration, dividends, loans, VAT, employment taxes and a future sale may form one connected position.
Corporation Tax and CT600 Returns
Corporation Tax compliance and advice for owner-managed companies, professional consultancies, family businesses and trading groups.
- Tax-adjusted profits and relief claims
- Associated companies and tax-rate review
- Director transactions and loan accounts
- Return preparation and filing
Director, Shareholder and Business Structure Tax
Advice on how business profits and ownership arrangements affect the company, directors, shareholders and family members.
- Salary, dividends and pension contributions
- Shareholdings and family ownership
- Reorganisations, succession and disposals
- Sole trader, partnership or company comparisons
VAT Returns, Registration and Error Correction
VAT compliance and advice for businesses with UK supplies, property transactions, online sales, cross-border activity or historic return errors.
- VAT registration and deregistration
- Return preparation and digital records
- Making Tax Digital requirements
- Error correction and HMRC correspondence
Payroll, PAYE, Employment Tax and CIS
Payroll compliance and tax support for employers, directors, construction businesses and organisations engaging employees or contractors.
- Payroll, RTI and director remuneration
- Benefits, expenses and PAYE questions
- Employment status and off-payroll issues
- Construction Industry Scheme compliance
Finding the appropriate route
Which Tax Service Applies to Your Situation?
The starting point is what has happened and what must now be decided, calculated, corrected or reported. The examples opposite show the usual service route, although connected issues may need to be handled together.
Exeter and the surrounding economy
Tax Expertise Relevant to Exeter Clients and Regional Businesses
Exeter is a centre for healthcare, education, professional services and technology. East Devon, Mid Devon and Teignbridge add substantial property, tourism, construction, manufacturing, rural and family-business activity. The services below reflect the tax issues commonly arising in those sectors.
Doctors and medical professionals
Employment, private clinical income, partnerships, professional expenses, company income, pension tax, retirement and HMRC reporting may need to be reviewed together.
Academics and internationally mobile staff
Visiting appointments, overseas work, sabbaticals, foreign income, consultancy activity, UK residence and university-linked businesses can create cross-border issues.
Landlords and property-owning families
Rental profits, student property, coastal accommodation, ownership changes, disposals, inheritance and historic undeclared income require both annual and transaction-based advice.
Consultants, contractors and technology founders
Company structure, remuneration, share ownership, overseas work, intellectual property, investment and eventual exit planning can affect both company and personal tax.
Builders, subcontractors and skilled trades
CIS, VAT, payroll, employment status, vehicles, equipment, incorporation, development activity and HMRC record checks are common connected issues.
Manufacturing, tourism and rural businesses
Capital expenditure, seasonal employment, business premises, family ownership, succession, land, VAT and future disposal need to be considered over the life of the business.
Specialist assignments
Written Advice and Second Opinions Without Changing Your Accountant
A client may have an established accountant who deals with annual accounts and returns but needs specialist input on a particular transaction, residence question, disclosure or HMRC dispute.
We can accept a defined assignment, review the relevant documents and provide a calculation, written advice, technical opinion or representation for that matter. The continuing compliance relationship can remain with the existing adviser.
How the work progresses
A Clear Process for Tax Advice, Filing and HMRC Work
Each stage has a defined purpose. You will know what information is needed, what we will prepare, the agreed fee and when your approval is required.
Describe the tax matter
Tell us what has happened, the tax years involved and any filing or HMRC deadline.
We confirm the service and fee
We explain what the engagement covers, the information required and the fee before starting.
We review and prepare
We examine the records and prepare the return, calculation, advice, disclosure or response.
You approve the final work
You review the completed work before anything is filed with HMRC or issued as final advice.
Official reference points
Filing Guidance Relevant to Common Tax Services
Official filing guidance explains the general process. Specialist advice is needed where the facts, tax treatment, relief entitlement or appropriate correction route is uncertain.
Professional fees
Fees Confirmed Before Work Begins
A straightforward return or clearly defined compliance service can normally be quoted from the initial information. More involved advice, disclosures and HMRC matters are priced according to the years, entities, records, calculations and representation required.
The quotation states what we will prepare, what information you must provide and whether filing, written advice or further HMRC correspondence is included.
Read about our fee approachDefined compliance work
Quoted where the records, tax treatment and filing requirements are sufficiently clear.
Technical tax advice
Scoped by the facts, documents, research, calculations and form of advice required.
HMRC and disclosure work
Scoped by the taxes, years, record quality, behaviour, disclosure route and representation required.
Common questions
Tax Services Exeter FAQs
Which Exeter tax service do I need?
The correct service depends on the underlying issue. An HMRC letter may require enquiry representation, an omitted source of income may require a disclosure, a property sale may require a Capital Gains Tax report, and foreign income may require both residence analysis and Self Assessment reporting. A short description of the facts and any deadline is normally enough for us to identify the appropriate starting point.
Can you advise on one tax issue without replacing my existing accountant?
Yes. We can accept a defined tax-only assignment, such as a residence review, Capital Gains Tax calculation, company restructuring opinion, disclosure or HMRC response, while your existing accountant continues to prepare routine accounts and returns.
Do you prepare straightforward Self Assessment returns?
Yes, where the work falls within our service. We also handle returns involving property income, foreign income, capital gains, director remuneration, partnership profits, several employments, high-income adjustments and corrections to earlier tax years.
Can you help after HMRC has opened an enquiry or compliance check?
Yes. We review the complete HMRC letter, identify the taxes and years under review, consider the information requested and prepare an evidence-based response. Where errors are identified, we also consider the disclosure, tax, interest and penalty position.
Do you advise on UK residence and foreign income?
Yes. This can include the Statutory Residence Test, split-year treatment, UK workdays, accommodation and family ties, overseas employment, foreign property, bank interest, pensions, investment income and double-tax relief.
Do you provide property tax advice before a sale or transfer?
Yes. A pre-transaction review can consider ownership, acquisition cost, enhancement expenditure, Private Residence Relief, lettings history, connected-party rules, reporting deadlines and the interaction with Income Tax, Corporation Tax, Capital Gains Tax, Inheritance Tax or Stamp Duty Land Tax.
Can Exeter clients work with you online?
Yes. Most assignments are completed through secure document exchange, email, telephone and video meetings. We advise clients in Exeter, East Devon, Mid Devon, Teignbridge and elsewhere in the UK, with local appointments arranged where appropriate.
How are fees for tax services agreed?
We consider the tax years and entities involved, the records available, the calculations or written advice required, the urgency and whether HMRC representation is included. The work and fee are confirmed before substantive work starts.
Tax enquiry
Tell Us Which Tax Matter You Need Help With
Give a short explanation and include any filing or HMRC deadline. We will reply with the appropriate next step, the information required and the fee. Documents are not needed with the initial enquiry.