We can prepare your self-assessment tax return for you and ensure that all the reliefs and allowances you are eligible for are applied appropriately. We need to see the following:

  • Proof of Income
  • Whether employed or self-employed
  • Income related to pensions
  • Copies of your investment, property and pension portfolios.

B20 Wessex are experienced in future proofing the protection of your wealth by efficient capital gains tax, stamp duty and inheritance tax planning.