Pension Annual Allowance, Carry Forward, Old Lifetime and New Lump Sum Allowance Calculations

Pensions and old Lifetime Allowance (LTA), new Lump Sum Allowance (LSA), new Lump Sum Death Benefit Allowance (LSDBA) and/or Annual Allowance and/or Carry Forward Calculations (where appropriate) for High Earners and/or Higher Accumulated Pension Fund Values

To look at your past, present and anticipated employer/employee pension contributions/benefits and values with the basic principle of dealing with one or more of the following technical pension issues:

Old Lifetime Allowance LTA Issues: works/advice/calculation and registration for Fixed or Individual Lifetime Allowance Protection for higher pension values and/or Defined Benefit Equivalent Values including planning to mitigate these (LTA ceased 05/04/24).
New Lump Sum Allowance (LSA) and Lump Sum Death Benefit Allowance (LSDBA) calculations including transitional certificates that started on 06/04/2024.
Annual Allowance Issues: Maximising pension contributions/minimising tax penalties now for rules higher earners/high pension contruibution levels including Defined Benefit Equivalent Values, reduced Tapered Annual Allowance (if you have adjusted income in excess of £240,000) and Money Purchase Annual Allowance (if you have taken flexible drawdown).
Carry Forward Calculations: Input periods and changes, calculations for maximising pension contributions, carry forward calculations etc. in the current tax year to facilitate decisions on the preferred action for your pension/dividend/income planning before any final decision is made regarding increase/decrease contributions/resign from employment or the pension scheme/adjust for tapered annual allowance.
Claiming Back Child Benefit for higher earners using pensions.
Claiming Back Personal Tax Allowance for those earning over £100,000.

You Supply Information:

Assuming you can supply all information for the current year and past three tax years for your income (P60/P45), existing pension schemes (employer and employee contributions for past few years etc.), types of scheme, pension input periods for company pensions etc., out fees are below.

NB: If you cannot supply all information relating to income and current/past/present pension schemes and we have to secure this information for you, an additional charge will be made, which we are keen to avoid to keep your fees down.

This service is subject to VAT and fees quoted include VAT

Pricing / Purchase Options

1. Non Face to Face Paid Upfront
25% Discount

£1,170.00

2. Non Face to Face Paid On Completion
15% Discount

£1,326.00

3. Face to Face Paid Upfront
10% Discount

£1,404.00

4. Face to Face Paid On Completion
Standard Fee

£1,560.00

Get A Quote

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UK Employed and Non Workers Only (Not Self Employed). UK Income and UK Investment Income Only. Does not include Self Employed Income, Property/Investment/Foreign Income (see ADVANCED tax returns) or ...

UK Employed and Non Workers Only (Not Self Employed). UK Income and UK Investment Income Only. Does not include Self Employed Income, Property/Investment/Foreign Income (see ADVANCED tax returns) or Capital Gains Tax or Investment Bond Top Slicing Relief calculations (see COMPLEX tax returns). This is our STANDARD Self Assessment Tax Return Preparation and Submission service.

We will deal with your self assessment return for the tax year due. This will include:

Appointment as your agent with HMRC
Registration for Self Assessment (if you are not already registered)
UK 'Earned' Income (employed or pension income) not self employment
UK Investment Income (UK deposit interest, UK dividend income from shares/unit trusts/investment trusts)
Pension contribution totals for tax relief

Standard Tax Returns DO NOT INCLUDE:

Self Employed Income
Investment Property/Rental Income
Foreign Income
UK Capital Gains Tax calculations (UK and Foreign Gains)
Top Slicing Relief calculations (Onshore and Offshore Insurance Investment Bonds)
If your income includes these you should consider an Advanced Tax Return or Complex Tax Return or Capital Gains Tax Return

Need More than 1 Tax Return?

Need more than one? In the order/quotation process you can also select the number of tax returns required if your partner also needs the same or if you need to backdate for multiple tax years.

By default, all online fee quotations offer discounts of up to 25% off standard fees. If you require more than 1 tax return, please use following voucher codes to save even more:

ANNX2 - where you need 2 tax returns.
ANNX3 - where you need 3 tax returns.
ANNX4 - where you need 4 tax returns.
ANNX5 - where you need 5 or more tax returns (maximum 10) - any more and we need to talk.

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1. Non Face to Face Paid Upfront
25% Discount

£348.48

2. Non Face to Face Paid On Completion
15% Discount

£394.94

3. Face to Face Paid Upfront
10% Discount

£418.18

4. Face to Face Paid On Completion
Standard Fee

£464.64

More Info Get A Quote

Tax Return Advanced
Employed, Self Employed and Non Workers. Includes Property/Investment/Foreign Income and usual UK Income. This is our ADVANCED UK Self Assessment Tax Return Preparation and Submission service but does not ...

Employed, Self Employed and Non Workers. Includes Property/Investment/Foreign Income and usual UK Income. This is our ADVANCED UK Self Assessment Tax Return Preparation and Submission service but does not include Capital Gains Tax or Investment Bond Top Slicing Relief calculations (see COMPLEX or CAPITAL GAINS tax returns).

We will deal with your self assessment return for the tax year due. This will include:

Appointment as your agent with HMRC
Registration for Self Assessment (if you are not already registered)
UK Earned Income (employed, pension and self employed income)
UK Investment Income (UK deposit interest, UK dividend income from shares/unit trusts/investment trusts)
Pension contribution totals for tax relief
Investment Property/Rental Income
Foreign Income

Advanced Tax Returns DO NOT INCLUDE

UK Capital Gains Tax calculations (UK and Foreign Gains) you should consider the Capital Gains Tax Return
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Need More than 1 Tax Return?

Need more than one? In the order/quotation process you can also select the number of tax returns required if your partner also needs the same or if you need to backdate for multiple tax years.

By default, all online fee quotations offer discounts of up to 25% off standard fees. If require more than 1 tax return, please use following voucher codes to save even more:

ANNX2 - where you need 2 tax returns.
ANNX3 - where you need 3 tax returns.
ANNX4 - where you need 4 tax returns.
ANNX5 - where you need 5 or more tax returns (maximum 10) - any more and we need to talk.

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1. Non Face to Face Paid Upfront
25% Discount

£435.60

2. Non Face to Face Paid On Completion
15% Discount

£493.68

3. Face to Face Paid Upfront
10% Discount

£522.72

4. Face to Face Paid On Completion
Standard Fee

£580.80

More Info Get A Quote

Tax Return Complex
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Employed, Self Employed and Non Workers. Includes Investment Bond Top Slicing Relief calculations plus usual UK Income and Property/Investment/Foreign Income. This is our COMPLEX UK Self Assessment Tax Return Preparation and Submission service.

We will deal with your self assessment return for the tax year due. This will include:

Appointment as your agent with HMRC
Registration for Self Assessment (if you are not already registered)
UK Earned Income (employed, pension and self employed income)
UK Investment Income (UK deposit interest, UK dividend income from shares/unit trusts/investment trusts)
Pension contribution totals for tax relief
Investment Property/Rental Income
Foreign Income

Complex Tax Returns DO NOT INCLUDE

UK Capital Gains Tax calculations (UK and Foreign Gains) you should consider the Capital Gains Tax Return

Need More than 1 Tax Return?

Need more than one? In the order/quotation process you can also select the number of tax returns required if your partner also needs the same or if you need to backdate for multiple tax years.

By default, all online fee quotations offer discounts of up to 25% off standard fees. If you require more than 1 tax return, please use following voucher codes to save even more:

ANNX2 - where you need 2 tax returns.
ANNX3 - where you need 3 tax returns.
ANNX4 - where you need 4 tax returns.
ANNX5 - where you need 5 or more tax returns (maximum 10) - any more and we need to talk.

Pricing / Purchase Options

1. Non Face to Face Paid Upfront
25% Discount

£522.72

2. Non Face to Face Paid On Completion
15% Discount

£592.42

3. Face to Face Paid Upfront
10% Discount

£627.26

4. Face to Face Paid On Completion
Standard Fee

£696.96

More Info Get A Quote

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NB: This service is NOT for Capital Gains Tax on UK Property Disposals. New rules started 06/04/2020 that require both UK residents and non-UK residents to file a separate UK Property Account Return within 30 days of a UK property completion/sale/disposal. See Capital Gains Tax for UK Property.

We will deal with your self assessment return including non-property related capital gains for the tax year due. This will include:

Appointment as your agent with HMRC
Registration for Self Assessment (if you are not already registered)
UK Earned Income (employed, pension and self employed income)
UK Investment Income (UK deposit interest, UK dividend income from shares/unit trusts/investment trusts)
Pension contribution totals for tax relief
Investment Property/Rental Income
Foreign Income
Top Slicing Relief calculations (Onshore and Offshore Insurance Investment Bonds)
UK Capital Gains Tax calculations (UK Non Property Gains and Foreign Gains Including Property)

Need More than 1 Tax Return?

Need more than one? In the order/quotation process you can also select the number of tax returns required if your partner also needs the same or if you need to backdate for multiple tax years.

By default, all online fee quotations offer discounts of up to 25% off standard fees. If you require more than 1 tax return, please use following voucher codes to save even more:

ANNX2 - where you need 2 tax returns.
ANNX3 - where you need 3 tax returns.
ANNX4 - where you need 4 tax returns.
ANNX5 - where you need 5 or more tax returns (maximum 10) - any more and we need to talk.

Pricing / Purchase Options

1. Non Face to Face Paid Upfront
25% Discount

£696.96

2. Non Face to Face Paid On Completion
15% Discount

£789.89

3. Face to Face Paid Upfront
10% Discount

£836.35

4. Face to Face Paid On Completion
Standard Fee

£929.28

More Info Get A Quote

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Appointment as your agent with HMRC
Registration for UK Property Account with HMRC (if you are not already registered)
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Non-UK residents must still report a property disposal within 60 days even if there is no capital gains tax to pay.

Need More than 1 Tax Return?

Need more than one? In the order/quotation process you can also select the number of tax returns required if your partner also needs the same or if you need to backdate for multiple tax years.

By default, all online fee quotations offer discounts of up to 25% off standard fees. If you require more than 1 tax return, please use following voucher codes to save even more:

ANNX2 - where you need 2 tax returns.
ANNX3 - where you need 3 tax returns.
ANNX4 - where you need 4 tax returns.
ANNX5 - where you need 5 or more tax returns (maximum 10) - any more and we need to talk.

Pricing / Purchase Options

1. Non Face to Face Paid Upfront
25% Discount

£696.96

2. Non Face to Face Paid On Completion
15% Discount

£789.89

3. Face to Face Paid Upfront
10% Discount

£836.35

4. Face to Face Paid On Completion
Standard Fee

£929.28

More Info Get A Quote

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Inheritance Tax