Who We Help • Tax Accountant Exeter
Who We Help with Personal, Property and Business Tax
Tax Accountant Exeter advises people and businesses whose tax position needs more than routine form completion. We work with individuals, landlords, internationally mobile clients, medical professionals, company directors, owner-managed businesses and clients dealing with HMRC across Exeter and the surrounding Devon area.
Tax support by client and circumstance
Who Tax Accountant Exeter Advises
The groups below reflect the people and businesses we advise most often. A client may fall into more than one group—for example, a company director may also own property or receive foreign income—so connected issues are considered together.
Individuals with Complex Tax Returns or Capital Transactions
We assist where a personal tax return includes several sources of income, a disposal, an adjustment for high income or a correction to an earlier year.
- Employment, pension and investment income
- Self-employment and partnership profits
- Capital gains and property disposals
- Amended returns and historic corrections
Landlords, Property Investors and Property-Owning Families
We advise on annual rental reporting and the more technical issues that arise when ownership, residence, use or long-term plans change.
- Rental profits, expenses and property losses
- Joint ownership and family arrangements
- Property sales, gifts and Capital Gains Tax
- Non-resident landlords and rental disclosures
People Arriving in, Leaving or Remaining Connected with the UK
We advise where residence, overseas work or foreign income affects what must be reported and where tax has already been paid in another country.
- Statutory Residence Test and split-year treatment
- Overseas employment and UK workdays
- Foreign property, investments and pensions
- Double-tax relief and treaty questions
Families Dealing with Inheritance, Gifts, Estates or Trusts
We assist where property, business interests or investments are being passed between generations or administered following a death.
- Lifetime gifts and family transfers
- Inheritance Tax and estate reporting
- Trust income and capital gains
- Interaction between IHT, CGT and Income Tax
Doctors and Healthcare Professionals
Exeter's healthcare sector includes employees, consultants, locums, practice partners and professionals with private income or more than one working arrangement.
- Employment and private clinical income
- Partnership and locum profits
- Professional expenses and company income
- Pension tax, retirement and Self Assessment
Academics, Researchers and University-Connected Clients
Visiting appointments, overseas work, consultancy income, sabbaticals and university-linked businesses can create both personal and company tax questions.
- UK residence and overseas work
- Multiple employments and consultancy income
- Foreign income and double taxation
- Spinouts, shareholdings and company income
Company Directors, Shareholders and Owner-Managed Businesses
We consider the company and the owners together where profits, remuneration, loans, shares, succession or a future sale affect both corporate and personal tax.
- Corporation Tax and company compliance
- Salary, dividends and director loans
- Shareholdings and family ownership
- Reorganisations, succession and business sales
Self-Employed Professionals, Contractors and Consultants
We advise on the reporting of business profits and whether a sole trade, partnership or company remains suitable as the activity develops.
- Business profits and allowable expenditure
- Payments on account and cash-flow planning
- Sole trader, partnership or company comparison
- VAT, payroll and remuneration implications
Builders, Subcontractors and Skilled Trades
Construction and trade businesses often have connected questions involving CIS, VAT, workers, vehicles, equipment, property activity and incomplete records.
- Construction Industry Scheme compliance
- VAT and Making Tax Digital
- Employment status and payroll
- Vehicles, equipment and business structure
Manufacturing, Tourism, Hospitality and Rural Businesses
The wider Exeter area includes family businesses with premises, equipment, seasonal workforces, land, property and succession issues that need to be considered over time.
- Capital expenditure and allowances
- VAT, payroll and seasonal employment
- Family ownership and succession
- Land, premises and eventual business disposal
Clients Who Have Received an HMRC Letter
We assist where HMRC has opened an enquiry, requested information, issued an assessment or challenged the figures or treatment used in a return.
- Compliance checks and tax investigations
- Information requests and record reviews
- Tax calculations, interest and penalties
- Responses, appeals and settlement discussions
Clients Who Need to Correct Earlier Tax Years
We help where rental income, foreign income, gains or another liability was not reported correctly and a suitable disclosure or amendment route must be selected.
- Let Property Campaign disclosures
- Worldwide Disclosure Facility cases
- Late or incorrect tax returns
- Behaviour, interest and penalty analysis
Connected tax issues
One Client Can Have Several Tax Roles
A page labelled “landlords”, “directors” or “international clients” cannot by itself define the tax engagement. The same person may own a company, receive rent, work overseas and sell an asset in one tax year.
We therefore establish the complete position before deciding which returns, calculations, claims, disclosures or pieces of advice are required. This reduces the risk of one part of the position being treated without considering its effect elsewhere.
When tax has already gone wrong
HMRC Enquiries and Disclosures Need a Different Approach
An HMRC enquiry is not the same as preparing an annual return, and a historic omission is not always corrected by amending the latest filing. The tax years, available records, behaviour, disclosure route and penalty position must be considered before a response is submitted.
We review what HMRC is asking, calculate any exposure and prepare a response or disclosure that explains the position accurately. Where penalties are in point, the quality and timing of the disclosure and the distinction between reasonable care, carelessness and deliberate behaviour may be important.
Common reasons clients contact us
What has triggered the enquiry?
- HMRC has requested records or explanations
- Rental income was not included on earlier returns
- Foreign income or gains were omitted
- A return contains an incorrect tax treatment
- Penalties or assessments have been issued
- A previous adviser has not resolved the matter
How the matter is handled
What we establish before responding
- The taxes and tax years within scope
- The records supporting the filed position
- Whether an omission or error has occurred
- The correct amendment or disclosure route
- Interest, penalty and behaviour implications
- The response, settlement or appeal strategy
Exeter and surrounding Devon
Who We Help Across the Exeter Area
Exeter itself has a strong healthcare, university, professional-services and technology economy. East Devon, Mid Devon and Teignbridge add substantial property, tourism, construction, manufacturing, family business and rural activity. Our client groups reflect that wider regional market.
Professionals, institutions and growing businesses
Individuals and businesses in Exeter commonly require advice on employment, private work, consultancy, companies, international connections, property ownership and Capital Gains Tax.
Property, hospitality and private-client tax
Landlords, tourism businesses, trades, retired professionals and property-owning families often need joined-up property, capital tax, succession and business advice.
Manufacturing, trades and family businesses
Owner-managed companies, manufacturers, construction businesses and rural enterprises may require advice on capital expenditure, VAT, employment taxes, succession and disposal.
Construction, tourism, property and owner-managed business
Coastal and commercial communities create a mixed tax market involving property, hospitality, skilled trades, manufacturing, company owners and older private clients.
Quick client and service finder
Start with the Situation That Best Describes You
The links opposite provide the usual starting route. Where more than one description applies, use the enquiry form and explain the connected facts.
How the engagement progresses
A Clear Process for Every Type of Client
The technical work may differ, but the stages remain clear: the issue is identified, the work and fee are agreed, the records are reviewed and you approve the final output.
Tell us what has happened
Provide a short explanation, the relevant tax year or transaction date and any deadline.
We confirm the route and fee
We explain the service, responsibilities, information needed and fee before starting.
We examine the records
Once engaged, we review the documents and prepare the calculation, return, advice or response.
You approve the final work
You review the completed work before it is filed with HMRC or issued as final advice.
Official reference points
General Guidance for Common Client Situations
Official guidance explains the general filing framework. Advice is still required where residence, ownership, relief entitlement, historic errors or the correct reporting route is uncertain.
Common questions
Who We Help FAQs
Do you advise individuals as well as businesses?
Yes. We advise individuals, landlords, sole traders, company directors, shareholders, partnerships, limited companies and employers. The engagement is defined by the tax issue rather than by the client label alone.
Can you help if I am not sure which tax service applies?
Yes. Send a short explanation of what has happened, the tax years involved and any HMRC or filing deadline. We will identify the appropriate starting service and confirm the information required and the fee before work begins.
Do you advise doctors and healthcare professionals in Exeter?
Yes. We advise on employment and private clinical income, partnerships, professional expenses, company income, pension tax, retirement, multiple employments and Self Assessment reporting.
Do you help academics and people with international income?
Yes. We advise on UK residence, split-year treatment, overseas work, foreign income, double taxation, visiting appointments, sabbaticals, consultancy income and the reporting position for people arriving in or leaving the UK.
Do you help landlords and property-owning families?
Yes. We assist with rental income, joint ownership, non-resident landlord matters, historic disclosures, property sales, Capital Gains Tax, ownership changes, incorporation analysis, inheritance and family transfers.
Can you work alongside my existing accountant?
Yes. We can accept a defined tax-only assignment, such as a residence report, Capital Gains Tax calculation, property restructuring review, company transaction opinion, disclosure or HMRC response, while your existing accountant continues to handle routine accounts and returns.
Do you help clients outside Exeter?
Yes. We advise clients in Exeter, East Devon, Mid Devon, Teignbridge and elsewhere in the UK. Most work can be completed through secure document exchange, email, telephone and video meetings, with local appointments arranged where appropriate.
What information should I include in the first enquiry?
A short description of the issue, the relevant tax year or transaction date, whether a return has already been filed and any HMRC or filing deadline is normally sufficient. Documents are not required with the initial enquiry.
Tax enquiry
Tell Us Which Situation Applies to You
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.