Personal Tax & Compliance
Tax support built around your circumstances
From annual reporting to complex disposals and HMRC correspondence, Sat Tax provides clear, carefully scoped support across six core areas of personal tax.
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One practice. Six focused services.
The services are presented separately so it is easier to find the right starting point. In practice, personal tax matters often overlap. Sat Tax considers the wider position and agrees a proportionate scope before work begins.
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How Sat Tax can help
Self Assessment & Personal Tax
Support preparing or reviewing personal tax returns and dealing with the questions that arise around taxable income and reliefs.
- Annual Self Assessment returns
- Multiple or less straightforward income sources
- Return reviews and correction support
Property Tax
Practical tax support for individuals receiving rental income, disposing of property or considering the tax consequences of established ownership arrangements.
- UK property income reporting
- Allowable expense and record reviews
- Property disposal considerations
Capital Gains Tax
Calculation and reporting support when property, investments or other chargeable assets are sold, gifted or transferred.
- Gain calculations and reliefs
- UK property reporting deadlines
- Self Assessment disclosures
Cryptoasset Tax
Specialist support for individuals whose cryptoasset records, transactions or earlier reporting require careful review.
- Crypto tax returns and reconciliations
- Earlier-year disclosures
- HMRC crypto enquiries
HMRC Disclosures & Enquiries
Structured assistance where tax may need correcting or HMRC has requested information about an individual’s affairs.
- Voluntary disclosure support
- HMRC information requests
- Enquiry correspondence and evidence
Making Tax Digital for Income Tax
Help with digital record keeping, quarterly updates and ongoing MTD obligations for sole traders and landlords within scope.
- Readiness and record-keeping reviews
- Software and workflow preparation
- Ongoing digital reporting support
Services can overlap
Your circumstances may involve more than one area.
Property and Capital Gains Tax
A landlord selling a property may need both rental income reporting and a time-sensitive capital gains calculation.
Self Assessment and cryptoassets
Cryptoasset gains or income may need to be incorporated into a wider personal tax return rather than handled in isolation.
Disclosure and ongoing compliance
Correcting earlier years may also require a clear plan for accurate reporting in the current and future tax years.
MTD as an overlay
Making Tax Digital changes the reporting process for qualifying income; it does not replace the underlying property or self-employment tax work.
A controlled approach
Work begins with the right scope.
Sat Tax does not assume every enquiry needs a large engagement. The first stage is to establish the facts, deadlines, available records and the outcome you need.
Initial information
You provide an outline of the issue, relevant tax years and any immediate HMRC deadlines.
Scope assessment
The information is reviewed to decide whether Sat Tax can help and what work is reasonably required.
Clear proposal
The proposed service, responsibilities, information requirements and fees are agreed before substantive work starts.
Who we work with
Private clients across the UK
The practice is designed for individuals who value clear explanations, organised digital communication and a careful approach to compliance.