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Halvorsen MeadeAccounting & Advisory

07 · Compliance

Private Client Tax

Personal tax compliance and planning for business owners, directors, landlords and individuals with more than one source of income.

The context

Personal tax becomes demanding not when income is large but when it is varied: a salary, a dividend, a property, a disposal, something held abroad. The work is in assembling a complete, consistent picture across all of it.

Typical scope

  • 01Personal tax return preparation and submission
  • 02Income from employment, self-employment, property and investments
  • 03Disposals and capital gains computations
  • 04Coordination between personal and business tax positions
  • 05Correspondence with the tax authority within the engagement

How the engagement runs

  1. 01

    Information gathering

    We work from a checklist tailored to your sources of income rather than a generic form.

  2. 02

    Preparation

    The return is prepared and any judgemental treatment is flagged for discussion.

  3. 03

    Approval

    Nothing is submitted until you have reviewed and approved the return.

  4. 04

    Filing and records

    The return is filed and supporting schedules are retained for future reference.

Commonly needed to begin

  • Income records for the tax year across all sources
  • Details of any asset disposals during the year
  • Pension and charitable contribution records
  • Prior year return, if prepared elsewhere

This is a general indication only; the exact information required depends on the engagement. Sensitive documents are exchanged through arrangements agreed with you, never through this website.

Please do not send tax identification numbers, government identifiers or bank details through the website enquiry form. Secure channels are agreed once an engagement begins.