Self Assessment for High Earners (Over £100k)

What the service covers

Your return is handled end to end, with a focus on accuracy, compliance, and keeping your tax position clear.

• Review of your income sources and whether a return is needed
• Collection and checking of figures and documents (P60, P45, P11D, dividend vouchers, pension statements and more)
• Completion of the Self Assessment tax return and any relevant supplementary pages
• Checks for common high earner issues, such as the personal allowance taper over £100k
• Review of pension contributions, Gift Aid, and other reliefs to ensure they are claimed correctly
• Support with dividends, savings interest, property income, and other additional income
• Calculation of tax due and Payments on Account, with clear payment dates
• Submission to HMRC and help responding to straightforward HMRC queries

Who this is for

This service is a good fit if you are time-poor, want confidence in the numbers, and have more than a simple PAYE position. It is especially relevant if you earn over £100k and any of the following apply:

• You are a company director or owner-manager taking salary and dividends
• You are a contractor or consultant with multiple engagements
• You receive bonuses, benefits in kind, or have a P11D
• You have rental income, investment income, or overseas income
• You have made pension contributions or Gift Aid donations and want to claim the right relief
• You need to manage Child Benefit charges or other clawbacks

How the service is delivered

1. Initial review: confirm what needs to be filed and flag any risk areas early.
2. Information request: you get a clear checklist tailored to your situation.
3. Preparation: figures are compiled, cross-checked, and your draft return is prepared.
4. Approval and submission: you review the draft in plain English, then the return is submitted to HMRC.
5. Payment plan: you receive a summary of tax due and key dates, so you can plan cash flow.

After the return is filed

You will know what you owe, why you owe it, and when it is due. Where appropriate, you can also get forward-looking support, such as adjusting for Payments on Account, avoiding avoidable charges, and planning ahead for the next tax year based on your income mix.