Self Assessment Income, Gains & Expenses Review

What the review covers

We review the parts of your Self Assessment that most often cause errors or missed reliefs, then confirm what needs changing before submission.

• Income checks: trading income, employment, dividends, property income, interest and other taxable income.
• Expense review: allowable business costs, apportionments (for example, use of home), and common disallowables.
• Gains review: disposals and capital gains calculations, basic reliefs and exemptions where relevant.
• Consistency and support: cross-checks to ensure figures tie back to records and are defensible.
• Risk reduction: flags for areas likely to trigger HMRC questions, with practical next steps.

When this service is most useful

This review is a good fit if you have prepared your own return and want confidence before filing, or if your records have multiple income streams. It is also helpful if you have started trading, changed business structure, sold assets, or have a year with unusually high costs.

How the review works

You share your draft return figures and supporting information (for example summaries, statements and notes on anything unusual). We check income, gains and expenses for completeness and accuracy, raise questions where something looks inconsistent, then provide a clear list of adjustments and what evidence to keep. You stay in control of the final submission, or the return can be updated and filed for you if agreed.

What happens after the review

You receive a concise summary of the final figures and the key assumptions used. Where we spot opportunities to tighten record-keeping or plan ahead, we outline practical changes for the next tax year so your next return is simpler and more predictable.