We would like to work closely with you to protect your wealth, establish helpful solutions to problems and ensure you have the peace of mind knowing that your personal finances are in our capable hands.

There are a number of reasons why you may need to complete a self assessment and an annual tax return, some of the common reasons are:

  • You’re  self-employed.
  • You’re a company director, minister, Lloyds name or member.
  • Your annual income is greater than £100,000.
  • You have income from savings, investment or property.
  • You need to claim expenses or reliefs.
  • You receive Child Benefit and your income is greater than £50,000.
  • You get income from overseas.
  • You have income from trusts, settlements and estates.
  • You have Capital Gains Tax to pay.
  • You’ve lived or worked abroad or aren’t domiciled in the UK.
  • You’re a trustee

If any of the above apply then get in touch with us.  We know that completing a tax return can be a real headache.  If you submit this late you will be fined or if there are any errors then this can cause you further problems.

How can Marshall Smalley Accountants help you?

The first thing to state is that our Partners are all Fellows of the Association of Chartered Certified Accountants (ACCA) and a Partner will meet with you to better understand your individual tax situation.

Managing your own tax returns can be very daunting and we will explain in plain English what you need to do and how we can help you.  We also agree a fixed fee upfront and if any additional work is required we will discuss with you before we undertake this on your behalf.

The benefits of using our service are that we will:

  • Pull together all your information and submit on time.
  • Help optimise any tax reliefs and exemptions.
  • Support you with tax planning strategies.
  • Use available reliefs to minimise on any gains

What’s your next step?

If you would like to find out more about how we can help then please get in touch and one of our Qualified Partners will contact you to discuss your needs further:

  • Fill in the contact box on the right, or
  • Email us on This email address is being protected from spambots. You need JavaScript enabled to view it., or
  • Give us a ring on 0115 956 9452

We look forward to hearing from you!