Guides and Downloads

Please click the video below to play our video guide on how to complete your self assessment tax return e-checklist:

Please click on the link below to download a copy of our generic self assessment tax return checklist. This checklist is designed to help you identify your sources of taxable income which we will require the details of to complete your self assessment tax return: 

Tax Return Checklist

There are numerous changes in taxation affecting individuals who are resident in the UK but have a non UK domicile. You could be affected by this if you, your spouse, or your parents were born outside of the UK. Also, HMRC are introducing tough penalties on anyone not paying UK tax due on offshore assets. Please click the link below to download a copy of our Domicile / Offshore Asset Questionnaire to assist in identifying if any of these are relevant to you:

Domicile / Offshore Assets Questionnaire

Please click on the link below to download a copy of our generic P11D checklist. This checklist is designed to help you identify any benefits in kind that may have been paid for your employees: 

P11d Checklist