Self Assessment for Company Directors & Partners

Clear, professional Self Assessment support for UK Company Directors and Partners.

Completing a Self Assessment tax return as a Director or Partner can be more complex than it first appears. The rules around salaries, dividends,allowable expenses, taxreliefs, and benefits in kind are constantly evolving, making compliance confusing.

This Self Assessment service for Directors and Partners is designed to help with compliance, clear reporting, and confidence that you are not paying more tax than necessary.

Book a free consultation to find out more.

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Who This Service Is For

This service is for UK Directors or Partners who need help preparing and submitting their Self Assessment tax return.

This service is suitable if you:

• Are a Company Director of a UK limited company

• Are a Partner in a business or LLP

• Receive income through salary, dividends, or partnership profit share

• Have benefits in kind reported by your company

• Must submit a tax return to HM Revenue & Customs

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What’s Included in All Services

All packages include:

• Preparation of your Self Assessment tax return (SA100 + relevant supplements)

• Advice on digital record keeping

• Bank & savings interest

• UK quoted share dividends

• Pension income

• Explanation of your tax return

• Payment date reminders

• Filing Self Assessment with HM Revenue & Customs

• Tax investigation insurance advice

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Service Levels & Pricing

🟢 Self Assessment for Directors & Partners (Basic)

£350

Best for:

Company directors or partners with total income up to £50,000 per year and straightforward personal tax affairs.

Suitable where income comes from:

• One directorship or one partnership

• Salary and/or dividends only

Includes:

✔ Reporting director salary (PAYE) or partnership profit share

✔ Reporting Benefits in Kind notified to us

✔ Prepare a basic tax computation

To qualify (assumptions):

• Total income up to £50,000 p.a.

• One directorship or partnership only

Find Out More

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🔵 Self Assessment for Directors & Partners (Plus)

£500 - £650 per year

Best for:

Company directors with total income up to £100,000 per year who want reassurance around tax reliefs, close company rules, and personal tax risk, without complex income structures.

Includes:

✔ Everything in Directors & Partners (Basic), plus:

✔ Advice on available tax reliefs (where applicable)

✔ Review of close company considerations (if applicable)

✔ IR35 risk identification (high-level, personal tax perspective)

✔ Identification of potential personal tax risks for directors

✔ Review of dividend vs salary mix (high-level)

✔ Payments on Account review

✔ 1 advisory call (30 minutes)

To qualify (assumptions):

• Total income up to £100,000 p.a.

• Single income source only (one company or partnership)

• No complex bonus structures

• No capital disposals

Find Out More

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🟠 Self Assessment for Directors & Partners (Elite)

From £750

Best for:

Directors or partners with total income up to £100,000 per year and complex remuneration arrangements who need support identifying tax risks, benefits in kind, and simple capital disposals

Includes everything above, plus:

✔ Review of complex payment structures (including bonuses and irregular remuneration)

✔ Identification of potential Benefits in Kind

✔ Review of director bonuses and tax treatment

✔ Pension contribution optimisation

✔ Capital Gains Tax on quoted shares and simple capital disposals

✔ Capital losses & exemptions

✔ SA108 disclosures

✔ CGT payment timing guidance

To qualify (assumptions):

• Total income up to £100,000 p.a.

• Capital gains limited to simple disposals only

Find Out More

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Optional Add-on

The following elements are quoted separately, and are added only if needed, based on complexity:

• Additional directorships or partnerships (£100 each)

• Self-employment Income Streams (£150 Per Trade)

• Residential property income (£50 per property)

• Making Tax Digital setup and reporting (Learn More)

• Capital Gains Tax on property or complex capital disposals (£75 per hour)

• High earner Self Assessment (Learn More)

• Foreign income (including overseas property) (£150 per income source)

• Non-resident Self Assessment (Learn More)

• Trust income (Learn More)

• HMRC enquiry support (£100 per hour)

• Mid-year tax reviews and forecasting (Learn More)

👉 Book a meeting for a quote based on your circumstances.

The IR35 and tax risk reviews are high-level only and are not formal status determinations or legal opinions. Responsibility for IR35 compliance remains with the company, engager or individual.