Who needs to complete a Self Assessment tax return?

You must file if you're self-employed, a company director not solely paid via PAYE, earn over £100,000, have rental/dividend/foreign income, or need to declare capital gains. We can confirm your obligations and handle the process.

When is the Self Assessment deadline?

31 October (paper returns), 31 January (online returns), with payments due on 31 January and 31 July. Missing deadlines can lead to fines and interest.

What income needs to be declared on a tax return?

You must declare untaxed income such as rent, dividends, self-employment, foreign income, pensions, capital gains, and more. We ensure everything is correctly reported and all allowances claimed.

Can you help with tax planning to reduce my bill?

Yes. We offer strategies such as pension contributions, income splitting, using allowances, timing gains, and Gift Aid optimisation – all within HMRC rules.

I’ve received a letter from HMRC - what should I do?

Contact us immediately. We can handle HMRC queries, compliance checks, or investigations on your behalf and reduce potential penalties.

What happens if I miss the Self Assessment deadline?

You face a £100 fine initially, rising with time. Daily penalties and interest may also apply. We can help you catch up and appeal if justified.

Do I need to pay Capital Gains Tax on property?

Yes – unless it's your main residence. CGT must be reported and paid within 60 days of sale. We calculate and submit the return for you.

I rent out a property - what are my tax responsibilities?

You must declare rental income and can deduct allowable costs. We support full compliance, including HMRC Let Property Campaign disclosures.

Can you act as my agent with HMRC?

Yes. We file returns, handle correspondence, represent you during investigations, and track all key deadlines – giving you peace of mind.

What if I’ve made a mistake on a past return?

You can usually amend within 12 months. For older returns, we support HMRC disclosures to minimise disruption and penalties.

Who needs to complete a Self Assessment tax return?

You must file if you're self-employed, a company director not solely paid via PAYE, earn over £100,000, have rental/dividend/foreign income, or need to declare capital gains. We can confirm your obligations and handle the process.

When is the Self Assessment deadline?

31 October (paper returns), 31 January (online returns), with payments due on 31 January and 31 July. Missing deadlines can lead to fines and interest.

What income needs to be declared on a tax return?

You must declare untaxed income such as rent, dividends, self-employment, foreign income, pensions, capital gains, and more. We ensure everything is correctly reported and all allowances claimed.

Can you help with tax planning to reduce my bill?

Yes. We offer strategies such as pension contributions, income splitting, using allowances, timing gains, and Gift Aid optimisation – all within HMRC rules.

I’ve received a letter from HMRC - what should I do?

Contact us immediately. We can handle HMRC queries, compliance checks, or investigations on your behalf and reduce potential penalties.

What happens if I miss the Self Assessment deadline?

You face a £100 fine initially, rising with time. Daily penalties and interest may also apply. We can help you catch up and appeal if justified.

Do I need to pay Capital Gains Tax on property?

Yes – unless it's your main residence. CGT must be reported and paid within 60 days of sale. We calculate and submit the return for you.

I rent out a property - what are my tax responsibilities?

You must declare rental income and can deduct allowable costs. We support full compliance, including HMRC Let Property Campaign disclosures.

Can you act as my agent with HMRC?

Yes. We file returns, handle correspondence, represent you during investigations, and track all key deadlines – giving you peace of mind.

What if I’ve made a mistake on a past return?

You can usually amend within 12 months. For older returns, we support HMRC disclosures to minimise disruption and penalties.

Personal Tax Services

No stress. No jargon. Just good tax advice.

Personal Tax Services

No stress. No jargon. Just good tax advice.

Personal Tax Services We Offer

We offer a full range of personal tax services, including:

Self-Assessment tax return re Personal Tax

Self-Assessment Tax Returns

We take care of every detail of your compliance needs, making sure your personal tax return is accurate, filed on time, and completely hassle-free. Plus, we proactively identify tax-saving opportunities and allowances you might be overlooking — so you don’t just meet requirements, you optimise your overall tax position.

Self-Assessment Tax Returns

We take care of every detail of your compliance needs, making sure your personal tax return is accurate, filed on time, and completely hassle-free. Plus, we proactively identify tax-saving opportunities and allowances you might be overlooking — so you don’t just meet requirements, you optimise your overall tax position.

Capital Gains Tax planning

Our team of personal tax specialists ensures you navigate Capital Gains Tax with confidence, particularly when selling property or high-value assets. We’ll provide expert guidance on timing, reliefs, and exemptions, helping you maximise your gains while avoiding unexpected tax liabilities.

Capital Gains Tax - re Personal Tax Services

Capital Gains Tax Planning

Our team of personal tax specialists ensures you navigate Capital Gains Tax with confidence, particularly when selling property or high-value assets. We’ll provide expert guidance on timing, reliefs, and exemptions, helping you maximise your gains while avoiding unexpected tax liabilities.

Remuneration Planning

We optimise your personal tax planning, from dividends to salary structures, ensuring it works seamlessly with your business interests. Our approach aligns your personal and corporate tax strategies to enhance savings, reduce risk, and support your long-term financial success.

Renumeration Planning

We optimise your personal tax planning, from dividends to salary structures, ensuring it works seamlessly with your business interests. Our approach aligns your personal and corporate tax strategies to enhance savings, reduce risk, and support your long-term financial success.

Inheritance Tax planning

With thoughtful personal tax planning, we help you protect your estate and pass on more to your loved ones. We’ll work with you to structure your affairs tax-efficiently, using available reliefs and allowances to minimise future liabilities.

Inheritance Tax Planning

With thoughtful personal tax planning, we help you protect your estate and pass on more to your loved ones. We’ll work with you to structure your affairs tax-efficiently, using available reliefs and allowances to minimise future liabilities.

Non-domiciled advice re personal tax services

Non-Domiciled individuals and UK Expats

We provide expert personal tax guidance tailored for UK expats and non-domiciled individuals, helping you navigate the complexities of UK and international tax regulations. Our specialists will assist you in understanding your residency status, structuring your income and assets tax-efficiently, and ensuring compliance across multiple jurisdictions.

Non-Domiciled Individuals and UK Expats

We provide expert personal tax guidance tailored for UK expats and non-domiciled individuals, helping you navigate the complexities of UK and international tax regulations. Our specialists will assist you in understanding your residency status, structuring your income and assets tax-efficiently, and ensuring compliance across multiple jurisdictions.

We’ll take the paperwork off your hands, ensure everything is submitted on time, and give you peace of mind that nothing has been missed.

Speak to our Personal Tax experts today!

Why Choose Lewis Brownlee for Personal Tax?

– BRIDGING THE GAP BETWEEN ONE-SIZE-FITS ALL SERVICES & GENUINELY PERSONAL TAX ADVICE –

1) We’re proactive, not reactive.

You’ll never chase us. We’ll keep you updated and one step ahead.

1) We’re proactive, not reactive.

You’ll never chase us. We’ll keep you updated and one step ahead.

2) We speak in plain English.

No jargon. Just clear advice that helps you make better decisions.

2) We speak in plain English.

No jargon. Just clear advice that helps you make better decisions.

3) We’re personal.

You’ll have a named advisor who gets to know you and what matters to you.

3) We’re personal.

You’ll have a named advisor who gets to know you and what matters to you

4) We’re trusted

We’ve supported families, professionals, and business owners across the South for over 30 years.

4) We’re trusted

We’ve supported families, professionals, and business owners across the South for over 30 years.

Managing personal tax can be time-consuming, confusing, and stressful – especially if your
financial affairs aren’t straightforward. At Lewis Brownlee, we make personal tax simple, efficient,
and tailored to you. Whether you’re a business owner, property investor, high earner or retiree, we’ll
help you navigate the tax landscape with complete confidence.

With offices in Chichester, Midhurst and Whiteley, our local experts are on hand to support individuals
and families across Sussex and Hampshire.

We don’t just file your return – we look at the bigger picture. That means spotting opportunities you might have missed and helping you plan better for the future.

Find out more about how we Partner in Your Success!

Making Personal Tax simple, efficient and tailored to you…

Managing personal tax can be time-consuming, confusing, and stressful – especially if your financial affairs aren’t straightforward. At Lewis Brownlee, we make personal tax simple, efficient, and tailored to you. Whether you’re a business owner, property investor, high earner or retiree, we’ll help you navigate the tax landscape with complete confidence.

With offices in Chichester, Midhurst and Whiteley, our local experts are on hand to support individuals and families across Sussex and Hampshire.

We don’t just file your return – we look at the bigger picture. That means spotting opportunities you might have missed and helping you plan better for the future.

Find out more about how we Partner in Your Success!

Expert Advice, Tailored to Your Circumstances

No two tax situations are the same. That’s why we don’t do one-size-fits-all solutions. Our dedicated team of tax specialists will work with you to understand your full financial picture and offer clear, practical advice that’s right for you. We help you:

Stay compliant with HMRC – By keeping on top of changing legislation and deadlines, we ensure your tax affairs are submitted accurately and on time.

Make the most of allowances and reliefs – From personal allowances to property-related reliefs & investment schemes, we’ll help you take full advantage of what’s available.

Reduce your tax liabilities legally an efficiently icon

Reduce your tax liabilities legally and efficiently – Through smart structuring and proactive planning, we help minimise your tax burden while staying fully within the law.

Avoid penalties and surprises – With regular reviews & clear communication, we’ll help you stay ahead of potential issues. No last-minute shocks, no hidden liabilities.

Whether you visit our Chichester, Midhurst, or Whiteley office, you’ll receive the same exceptional level of personal tax support.

Let’s Talk About Your Personal Tax Needs

Don’t leave your personal tax to chance. With expert support, you can save money, reduce stress and free up time to focus on what matters. Get in touch with our team today to book a no-obligation call. We’ll listen, advise, and give you the confidence that your tax affairs are in safe hands.

Contact us today for a FREE introductory meeting!

Make personal tax work for you – not against you. Let’s get started.

Tax Isn’t Just Compliance.

It’s Strategy.

Clarity. Compliance. Tax Planning That Works for You.

…

Get in touch

Tax Isn’t Just Compliance.

It’s Strategy.

Clarity. Compliance. Tax Planning That Works for You.

…

Get in touch