Self Assessment for Higher Earners

Clear Professional Self Assessment Support for Individuals with higher Incomes

Clear, professional Self Assessment tax return support for UK individuals with higher incomes.

Self Assessment can be more complex for higher earners, because of reduced available tax reliefs, and additional reporting obligations.

The Self Assessment tax return service for higher earners, is designed to help you with compliance with UK tax rules, whilst avoid 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 individuals earning close to or over £100,000 who need help with their Self Assessment tax return.

It is suitable if you:

• Must submit a tax return to HM Revenue & Customs

• Are a senior manager, director, or executive

• Are a high-earning professional (doctor, lawyer, engineer, IT specialist)

• Work as a contractor or umbrella company worker

Especially relevant if you also receive investment income, bonuses, or benefits in kind such as a company car.

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What’s Included in All Services

All packages include:

• Preparation of your Self Assessment tax return

• Advice on digital record keeping

• Accurate tax calculations and payment summary

• Explanation of your tax return

• Payment date reminders

• Filing with HM Revenue & Customs

• Tax investigation insurance advice

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Service Levels & Pricing

🟢 Self Assessment for Higher Earners (Basic)

£300

Best for:

Higher earners with straightforward income, where complexity arises mainly from income level rather than structure.

Includes:

✔ PAYE employment income

✔ Bank & savings interest

✔ UK quoted share dividends

✔ Pension income

✔ Employment expenses, pension & Gift Aid reliefs

✔ Personal allowance taper review

✔ High Income Child Benefit review

To qualify (assumptions):

• No bonuses or variable pay

• No benefits in kind

• No capital disposals

Find Out More

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🔵 Self Assessment for Higher Earners (Plus)

£450 – £650 per year

Best for:

Higher earners with variable pay or limited additional complexity, but no multiple income structures.

Includes:

✔ Everything in Higher Earners (Basic), plus:

✔ Up to two of the following:

• Bonuses & performance pay

• Benefits in kind

• Termination payments

• One directorship or partnership

✔ PAYE reconciliation

✔ Pension annual allowance review

To qualify (assumptions):

• No capital gains

• No complex remuneration arrangements

• No deferred or share-based awards

Find Out More

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🟠 Self Assessment for Higher Earners (Elite)

From £600

Best for:

Higher earners with investments and simple capital disposals who need Capital Gains Tax reporting support alongside income reporting.

Includes:

✔ Everything in Higher Earners (Plus), plus:

✔ Capital Gains Tax on quoted shares

✔ Other simple capital disposals

✔ Capital losses & exemptions

✔ SA108 disclosures

✔ CGT payment timing guidance

To qualify (assumptions):

• Capital gains limited to simple disposals only

• No share schemes or deferred remuneration

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⚫ Self Assessment for Higher Earners (Advanced)

From £900

Best for:

Senior executives or people with non-standard remuneration structures.

Includes:

✔ Everything in Higher Earners (Elite), plus:

✔ Extended technical review of remuneration structures

✔ Reporting of Share schemes (RSUs, options, CSOP)

✔ Reporting of Deferred or complex bonuses

✔ High-level review & advice about HMRC enquiry risk review

✔ Priority delivery

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:

• UK property income (£50 per property)

• 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 (See MTD Service)

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

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

• Non-resident Self Assessment (£50)

• Trust income (from £50 per income source)

• HMRC enquiry support (£150 per hour)

• Mid-year tax review and forecasting (see Tax review service)

• Spouse income planning (From £100)

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