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💰 Personal Tax Services

UK Personal Tax —
Every Relief You’re Owed

From Self Assessment and Capital Gains Tax to landlord income, non-resident UK tax and inheritance tax planning, Britvex provides personal tax support for individuals with UK tax obligations. We review the relevant facts, filing requirements and available reliefs before advising on the appropriate treatment.

✓ Qualified Team ✓ HMRC Agent Services ✓ Secure Client Portal ✓ UK Tax Support
🏛️ HMRC Agent Services
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🎓 Qualified Team CA · ACCA · ACA · CPA · CMA · MBA
Personal Tax Services

Everything Covered —
Personal Tax Made Simple

Whether you’re self-employed, a landlord, company director, freelancer, investor or an individual with UK filing obligations, Britvex can support the personal tax work included in your engagement and explain the information HMRC requires.

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Self Assessment Tax Return

Personal Self Assessment support for self-employed individuals, landlords, directors and others who need to file. The work can include registration, preparation, allowable-expense review, relief claims and submission where included in the engagement.

SA100 Form Sole Traders Directors 31 Jan Deadline
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Capital Gains Tax (CGT)

Capital Gains Tax support for property, shares and other chargeable disposals, including calculation, reporting and consideration of relevant reliefs such as Private Residence Relief or Business Asset Disposal Relief where the conditions are met.

Property CGT Share Disposals 60-Day Report Annual Allowance
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Landlord & Rental Income Tax

UK landlord tax support covering rental income, allowable property expenses, finance-cost restrictions and reporting obligations. The former furnished holiday lettings tax regime was abolished from April 2025, so short-term lets are now generally taxed under the ordinary property-income rules.

Section 24 Buy-to-Let Post-FHL Rules SDLT Planning
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Non-Resident UK Tax

UK tax support for non-residents and internationally mobile individuals with UK income or assets, including property income, employment income, pensions and UK property disposals. Residence status and treaty positions are reviewed where relevant.

Non-Resident Double Tax Treaty NRLA Overseas Income
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Inheritance Tax Planning

Inheritance Tax planning support can include reviewing the estate, available nil-rate bands, gifting rules, trusts and Business Relief where relevant. From 6 April 2026, 100% Agricultural and Business Relief is generally capped at a combined £2.5 million qualifying allowance, subject to the detailed rules.

£325k Nil Rate Band Gifts & Trusts Business Relief Estate Planning
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Marriage Allowance

Marriage Allowance lets an eligible lower-earning spouse or civil partner transfer £1,260 of Personal Allowance, reducing the other partner’s tax by up to £252 for the tax year. Claims can also be backdated for eligible earlier years within HMRC’s permitted window.

Up to £252/yr Backdate 4 Years Married Couples Civil Partners
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HMRC Penalty Appeals

Received an HMRC penalty, enquiry or compliance notice? Britvex can review the facts, correspondence and filing history, then help prepare an appeal or response where there is a reasonable basis and the work is within the engagement scope.

Penalty Appeals HMRC Enquiries Compliance Checks Tax Investigations
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Why Britvex

Personal Tax Support Focused
On Your UK Obligations

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Consistent Point of Contact

Your personal tax work is coordinated through the Britvex team with a consistent point of contact and an agreed scope, helping keep records, questions and filing actions organized.

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Reliefs Reviewed Where Relevant

Britvex reviews the information supplied to identify relevant allowances, expenses and reliefs that may apply. Eligibility depends on the individual facts and HMRC rules in force for the tax year.

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Deadline Planning

Where deadline tracking is included, Britvex can monitor relevant Self Assessment, payment-on-account and property CGT deadlines. Timely client information and approvals remain essential.

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HMRC Agent Support

Where you authorize Britvex as agent and the matter is within scope, we can correspond with HMRC and support enquiries, filings and follow-up actions on your behalf.

31 Jan
Normal online Self Assessment filing and balancing-payment deadline
60 days
Normal reporting and payment window for UK residential-property CGT where tax is due
£1,260
Marriage Allowance transfer amount where the eligibility conditions are met
£3,000
Capital Gains Tax annual exempt amount for 2026/27
Personal tax treatment depends on income sources, residence, ownership, transaction dates and the tax year involved. Britvex reviews the specific facts before confirming the filing or planning position.
Britvex Advisory — UK personal tax support
HMRC Deadlines

Key Personal Tax Deadlines — Don’t Miss These

Missing a UK tax deadline can lead to penalties, interest or additional compliance work. These are some of the recurring dates that commonly matter, although the exact deadline can depend on the individual facts.

31
January
Self Assessment Filing
Online return and tax payment deadline for the previous tax year. Also 1st payment on account.
⚠️ Critical
5
April
Tax Year End
Use your ISA, pension, CGT allowance and marriage allowance before they reset. Plan before this date.
📅 Year End
31
July
2nd Payment on Account
Second payment on account where payments on account apply. They are generally required when the previous Self Assessment bill exceeds £1,000 unless enough tax was collected at source.
💰 Payment
60
Days — CGT
Property CGT Report
UK residential-property gains may need to be reported and any CGT due paid within 60 days of completion. Non-residents have separate UK property-reporting rules.
🏘️ Property
Personal Tax FAQs

Personal Tax Questions

When is the online Self Assessment deadline?

The normal online filing deadline is 31 January following the end of the tax year. Any balancing payment and the first payment on account, where applicable, are also normally due on 31 January.

When is the second Self Assessment payment on account due?

The second payment on account is normally due on 31 July. Payments on account generally apply where the previous Self Assessment bill exceeds £1,000 unless more than 80% of the tax was collected outside Self Assessment.

How quickly must UK residential-property Capital Gains Tax be reported?

Where a UK residential-property disposal gives rise to reportable Capital Gains Tax, the normal reporting and payment deadline is 60 days from completion. Different reporting rules can apply to non-residents.

How much can Marriage Allowance save?

An eligible lower-earning spouse or civil partner can transfer £1,260 of Personal Allowance, reducing the other partner’s tax by up to £252 for the tax year.

Do the old furnished holiday letting tax rules still apply?

No. The special Furnished Holiday Lettings tax regime was abolished from April 2025. Short-term holiday accommodation is now generally taxed under the ordinary property-income rules, subject to the facts of the case.

Personal Tax Specialists

Get Your Personal Tax Position
Reviewed Properly

Arrange a personal tax consultation so we can review the relevant income, disposals, residence position and filing requirements, then confirm the appropriate scope and next steps.