Last-minute Self Assessment rushes
Gathering documents in January creates errors and anxiety. We run an organised information process with clear deadlines.
Services
Personal Tax
Personal tax handled clearly — so directors and individuals stay compliant and informed.
From self-assessment returns to dividend planning and capital gains, personal tax sits at the centre of how business owners take money out and plan their future. GBFC provides practical personal tax support that connects your company position with your individual affairs — so decisions on salary, dividends, investments and property are made with the full picture in view.
Who it is for
Designed for owner-managed businesses that need clarity
Personal tax services suit directors, partners, sole traders and individuals with income streams that need accurate self-assessment and thoughtful planning.
What is included
A clear scope you can rely on
We cover the full personal tax cycle: information gathering, return preparation, filing and planning conversations.
Self Assessment tax return preparation and HMRC filing
Review of employment income, dividends, interest and other sources
Property income schedules and capital gains computations where required
Payments on account and balancing payment forecasting
Advice on salary/dividend mix for owner-managers
Support with tax codes, underpayments and HMRC notices
Coordination with corporation tax and payroll for joined-up advice
What we cover
Personal tax, end to end
Self Assessment, capital gains, wealth planning and accounts for unincorporated businesses — organised around how you earn and invest.
Preparing and submitting annual tax returns for sole traders, directors, high earners, and landlords.
Full Self Assessment
SA100 and relevant schedules prepared for employment, dividends, property and trading income.
Director returns
Salary, dividends, benefits and company interactions coordinated with your year-end picture.
Landlord schedules
Property income and allowable expenses compiled accurately for residential and commercial lets.
On-time filing
Returns submitted ahead of the 31 January deadline wherever information is available in time.
Self-Assessment Tax Returns
Preparing and submitting annual tax returns for sole traders, directors, high earners, and landlords.
Full Self Assessment
SA100 and relevant schedules prepared for employment, dividends, property and trading income.
Director returns
Salary, dividends, benefits and company interactions coordinated with your year-end picture.
Landlord schedules
Property income and allowable expenses compiled accurately for residential and commercial lets.
On-time filing
Returns submitted ahead of the 31 January deadline wherever information is available in time.
Common problems solved
Issues we help you avoid
Personal tax stress usually comes from complexity, late information or decisions made without a tax view.
Unexpected personal tax bills
Dividends, side income or property gains can push you into higher bands. We forecast liabilities before payment dates hit.
Disconnected company and personal advice
Extracting profit without personal tax context is costly. We advise across both sides of the ledger.
Missed allowances and reliefs
Pension contributions, capital gains allowances and other reliefs are easy to overlook. We build them into the return review.
How GBFC delivers
A practical process from first conversation to ongoing support
GBFC delivers personal tax with the same discipline we apply to corporate work: organised, explained and on time.
01
Information checklist
You receive a tailored list of documents and figures needed for your return, with realistic timelines.
02
Draft return and review
We prepare the Self Assessment draft, highlight key figures and walk through anything unusual before filing.
03
Filing and payment plan
Once approved, we file with HMRC and confirm balancing payments and payments on account.
04
Planning conversations
Where useful, we discuss next-year options — pensions, timing of income, or changes to how you extract profits.
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Year-end tax planning habits that help
Practical habits that make year-end tax conversations more useful — without last-minute scrambling.
Read articleFAQ
Personal Tax FAQs
Ready to get clearer numbers and better results?
Book a consultation with our expert team today.
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No obligation. Just a conversation.