Personal Tax Services
Achieve personal tax compliance easily, on time and with a reduced tax burden.
"Our personal tax services revolve around an income protection principle wherein we work closely with you to identify your tax issues and implement a tax plan that gives you diverse tax planning opportunities structured to suit your financial goals."
Nikesh Shah, Tax Partner
Anyone who has tried filing their self-assessment tax return knows how potentially frustrating it is, especially so, if you are self-employed, a company director or receive a foreign income.
DSK can shoulder most of that burden for you, helping you through the tax preparation process by calculating tax liability while identifying tax-saving opportunities. We understand your financial affairs and only then strategise a tax-saving plan to fulfil your tax obligations and strengthen your financial position.
Our Personal Tax Services:
- Financial information gathering for self-assessment
- Tax liability calculation
- Tax advice, planning, and preparation
- Personal tax documentation
- Tax returns submission to HMRC
- Inheritance tax planning
- PAYE and NI (National Insurance) contributions
- Repayment claims
- Tax disputes
- Review of taxation affairs and position
- Income tax on pension and investment income
- Allowances and exemptions
- Correspondence with HMRC
- Handling personal tax enquiry
More Than Just a Tax Return Service
- Ancillary services such as tax inquiry and support, tax planning, and more
- Keeping up-to-date with all tax relief opportunities
- Experience in planning ideal tax structure to avoid higher income tax return charges
- Across-the-board knowledge of all tax issues and their solutions
- Focus on helping you make informed tax-saving decisions that build personal wealth
Frequently Asked Questions
Personal tax services are relevant if you are self-employed, a company director, a higher-rate taxpayer, or receive income from multiple sources such as property, investments or overseas earnings.
Personal tax planning involves reviewing your income, assets and financial goals to ensure your tax affairs are structured efficiently. This helps reduce unnecessary tax while remaining fully compliant with HMRC rules.
Yes. We gather the necessary information, calculate your tax liability and submit your self-assessment tax return to HMRC on your behalf, ensuring deadlines are met.
We review all relevant sources of income, allowances and reliefs, including employment income, self-employment, pensions and investments, to calculate the correct amount of tax due.
Yes. We identify available allowances, exemptions and reliefs, and provide guidance on structuring income and assets in a tax-efficient way where appropriate.
Yes. We review PAYE, National Insurance contributions and tax codes to ensure they are correct and reflect your current circumstances.
Yes. We provide inheritance tax planning advice to help protect family wealth and plan effectively for the future.
We regularly support clients with overseas income, investments and more complex tax positions, ensuring these are correctly reported to HMRC.
Yes. We deal directly with HMRC on your behalf, including responding to queries and supporting you through any personal tax enquiries or disputes.
Yes. Where tax has been overpaid, we identify repayment opportunities and submit claims to HMRC.
No. While compliance is essential, our service goes beyond tax returns to provide ongoing advice that supports income protection and long-term wealth building.
We explain complex tax rules clearly, manage the paperwork for you and provide practical guidance so you always understand your position and next steps.
Take the First Step
To speak to a partner or for more information about the services we offer please contact the DSK offices or complete our contact form.