PAckageS
Investor Tax Return
Investor Tax Return
Investor Tax Return

Investor Tax Return

Our Investor Tax Return is a higher level service aimed at those with more complex tax situations such as investment incomes at home or abroad.

It includes all the tools, advice and support you need to keep compliant with HMRC and ensure your affairs are as tax efficient as possible.

It also includes free Tax Investigation Insurance which covers any costs that would arise for our qualified accounts to handle an investigation from HMRC for any tax related matter.

PACKAGE Contents
Personal Tax Planning Review
We conduct Personal Tax Reviews with all of our clients to ensure your tax affairs are set up in the most efficient way that suits your circumstances. This covers all forms of Employment, Self Employment, Shares & Investments, Capital Gains Tax, Inheritance Tax, Estates & Trusts & all available Tax Reliefs.
Unlimited Free Tax Advice
We offer a wide range of tax advice on personal matters for free depending on your requirements and circumstances.
Dedicated Qualified Accountant
You will be assigned one of our UK qualified accountants to handle your work start to finish. You will be able to speak to them directly about any matter concerning your business or tax affairs.
Free Tax Investigation Insurance
We include free Tax Investigation Insurance for all of our clients. This policy covers all professional fees required for our accountants to handle and represent any Tax Investigation.
Download a copy of our policy flyer
Deal with HMRC for you
We will handle all communication and dealings with the HMRC, allowing you to rest easy and focus on the things important to you.
Annual Client Benefits
Free Tax Newsletter
We offer a free Accounting, Tax & Business Newsletter to all clients, bringing all the information you need to know in one place. We also offer new business guides every month on more in detail subjects.
Tax Newsletter
Free Tax Resources
We are constantly adding new tax resources and in depth guides every month.
Resources
Monthly Cost
Up to
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Turnover
£
75
+VAT
inc VAT
Monthly Cost
Up to
Investor Pro
Turnover
£
95
+VAT
inc VAT
PACKAGE OFFER VALID UNTIL:
31/1/2022
Text Link
Download the Flyer for this Package
Terms & Conditions
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Package Cost
Investor Tax Return
£
75.00
£/MONTH
Investor Pro
£
95.00
£/MONTH
No items found.
No items found.
Package Cost
Investor Tax Return
£
62.50
£/MONTH
Investor Pro
£
79.16
£/MONTH
No items found.
No items found.
Family Discount

Save £125 on each additional tax return for your family members.

Our specially developed book-keeping software is available FREE to all clients
Read More
Upgrade to Quickbooks
Upgrade to Xero
Upgrade to Quickbooks for £22 +VAT/Month
Upgrade to Xero for £28 +VAT/Month
Add any service to your package

You can add any of our services to the packages and pay for them all over 12 months on direct debit.

All Services
Check out our
Investor Tax Return
Services
Fixed Competitive Fees

All of our fees are quoted for and agreed in advance. This makes it easy for you to budget and protect your cashflow with our monthly payment terms.

Pay Monthly by Direct Debit

All of our packages and services can be paid for by monthly direct debit, allowing you to spread your costs over the next 12 months.

Add any other service to your package

All of our packages and services can be paid for by monthly direct debit, allowing you to spread your costs over the next 12 months.

Don't fit the bill? Get a Custom Quote

If the package doesn't quite fit your requirements then please contact us for a custom quote.

Find out more

If you are interested in finding out more about our packages and services please don't hesitate to get in touch.

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Item
Soletrader
Start Up
Business
Business+
No. of Pages
The number of pages can be increased for a small extra cost. Please see our ‘Extras’ Tab below the table for more information.
1
5
10
20
Free Domain Purchase
We consult with you on your ideal domain name before researching into what variations are available. 2 Years fees are included.
Responsive Design
All of our sites are specially designed to auto adjust to any screen size. They also include special mobile and tablet views making them truly versatile.
Data/Contact Forms
We can create data capture and contact forms that allow you to do more with your website – Messages, Newsletters, Questionnaires, Bookings and more.
1
3
4
5
Stock Images
We expect most customers will have their own images to fill out the website but we will buy stock images to cover the rest which will be sent to you to keep after.
2
5
10
15
Social Media Integration
We can integrate share buttons, like buttons, twitter feeds, facebook feeds and a whole lot more. Please ask us about your requirements.
Google Plus Set Up
We will set up Google Plus and create a Google Business Page for your business. This is a major starting point in aiming for good search rankings.
Analytics Tools Set Up
We will set up and show you how to access Google’s Analytics and Webmaster Tools software. This will give you a plethora of visitor information statistics.
Monthly Analytics Reports
Using Google’s analytics software we can create automatic visitor statistic reports that can be sent to you every day, week or month.
Standard SEO
Our standard Search Engine Optimisation service includes our recommended SEO techniques to get your business off to good start with SEO
Premium SEO
Our Premium SEO service includes all of the services included in the Standard service plus some quality back linking and Keyword Analysis. See below for more info.
Logo Design
This a professional service by our in house Graphic Designer. This will give you a quality logo to suit your business that can be used across your marketing.
Package Costs
£450 + VAT
£850 + VAT
£1,175 + VAT
£1,550 + VAT