Personal Tax Services

What’s Included

Self-Assessment Tax Return
Preparation and submission of your annual self-assessment tax return, ensuring full accuracy and compliance with HMRC requirements.

Income Tax Planning
Strategic advice on minimising tax liabilities across various income types, including employment income, dividends, and rental earnings.

Capital Gains Tax (CGT) Advice
Guidance on CGT reporting and optimisation for property disposals, investment sales, or other taxable events.

Reliefs & Allowances
Identification and application of available tax reliefs such as Marriage Allowance, SEIS/EIS, gift aid, and pension contributions.

HMRC Correspondence
Handling of any communications or queries from HMRC on your behalf.

Who It’s For

• Freelancers & Contractors
  e.g. designers, developers, writers, consultants
• Landlords & Property Investors
  with one or more rental properties
• Company Directors & Shareholders
  taking dividends or additional income
• Self-Employed Professionals
  including therapists, tradespeople, photographers
• Anyone with complex tax affairs
  e.g. foreign income, capital gains, multiple income streams

Why Choose Dragonfly Associates

• Reliable Expertise
  Your taxes are handled by experienced professionals who understand the latest UK tax regulations and how to apply them to your benefit.
• Tailored Advice
  No one-size-fits-all approach. We understand your situation and provide personalised guidance every step of the way.
• Peace of Mind
  Never worry about penalties or missed deadlines again. We keep you compliant and informed.
• Year-Round Support
  Our tax team is available throughout the year — not just at deadline time.