Cannot pay the bill? Prepare the payment facts.
Reconcile the balance and build an affordability schedule before discussing instalments.
Read the guide →UA Tax insights
Technical insight that helps you ask better questions before you act.
Our guides explain where a familiar tax idea stops being simple, which facts change the answer and what evidence to gather before committing to a transaction.
- Advisers with Big Four and Top 20 firm backgrounds
- Response in hours not days
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Featured decision guides
Read the framework before choosing the route.
Each guide explains both the possible opportunity and the conditions that can make a familiar idea fail.
Undeclared freelance income: establish the next step.
Recover filing history, reconstruct each year and review the appropriate route.
Read the guide →Savings interest: reconcile every account.
Check certificates, joint ownership and HMRC estimates.
Read the guide →Reconcile invoices, platforms and bank receipts.
Explain fees, refunds, transfers and the year boundary before filing.
Read the guide →Missing records? Start a recovery plan.
Recover evidence, document estimates and track final figures.
Read the guide →Employment expenses: prepare the evidence.
Check reimbursements, subscriptions, travel and the homeworking year boundary.
Read the guide →Can your PAYE code collect the bill?
Check the strict eligibility rules and earlier December filing deadline.
Read the guide →Missed 5 October? Your next steps.
Separate registration, filing and payment deadlines and prepare the records now.
Read the guide →Company director tax returns: salary, dividends and loans.
Reconcile personal income and prepare the new close-company information for 2025/26.
Read the guide →Pensions and Gift Aid on your 2025/26 return.
Check relief methods, gross amounts and the evidence needed before filing.
Read the guide →Landlord records: rent, repairs and mortgage costs.
Build your rental evidence file and reconcile cash with taxable profit before January.
Read the guide →Investment disposals: rebuild the CGT record.
Combine brokers, corporate actions and UK share matching before reporting gains.
Read the guide →Foreign income: records, exchange rates and tax credit.
Reconcile each overseas source before converting figures or claiming relief.
Read the guide →Do I need a Self Assessment tax return for 2025/26?
Check PAYE, dividends, interest, rental income and an existing HMRC notice before deciding.
Read the guide →Transferring a rental-property share to a partner.
Separate CGT, SDLT and future rental-income treatment before signing.
Read the guide →Regular family gifts: test the surplus-income exemption.
Income, living standards and evidence, with a hypothetical comparison.
Read the guide →Payments on account: plan your January 2027 bill.
A worked example, reduction claims and the records behind a reliable forecast.
Read the guide →Self Assessment checklist: get ready for 31 January 2027.
Key dates, records to gather and a practical explanation of January payments on account.
Read the guide →Making Tax Digital for Income Tax: check your start date and updates.
Thresholds, digital records, quarterly deadlines and the year-end return.
Read the guide →Salary or dividends? Build the answer from reserves and total income.
Connect company capacity, personal thresholds, pensions and director’s loans.
Read the guide →When does a holding company earn its added complexity?
Test commercial purpose, clearances, transfers, risk and future exits.
Read the guide →Should you incorporate a buy-to-let portfolio?
Model CGT, SDLT, refinancing, company tax and later extraction.
Read the guide →Property partnership incorporation: separate CGT from SDLT.
Test business activity, genuine partnership evidence, claims, finance and implementation.
Read the guide →Share-for-share exchanges and HMRC clearance.
Connect commercial purpose, current anti-avoidance rules, disclosure and completion.
Read the guide →Tax planning before selling a company.
Review BADR, trading status, share rights, due diligence and consideration early.
Read the guide →Foreign income, gains and Overseas Workday Relief.
Build the filing from residence, category claims, workday evidence and payroll.
Read the guide →Find your tax return guide
Explore our Self Assessment service or Get in touch for a scoped quote.
How to use our insight
Turn reading into a better adviser conversation.
Use the guide to identify the decision, relevant entities, dates, ownership and missing evidence. Then write down the commercial objective in one sentence and the alternatives you are genuinely willing to consider.
That preparation helps a consultation focus on the facts that change the answer rather than spending most of the meeting correcting assumptions from a generic online example.
Talk the position through with a qualified adviser.
Choose a short initial call for an ongoing service enquiry, or book a focused tax consultation for a defined technical question.