Self Assessment Tax Returns

If you are new to the self-assessment process, or if your income is more complicated and involves more than one source (eg property rental, savings, shares, employment) then you’d be wise to seek the advice of an experienced and chartered Self Assessment tax return accountant, and we would be happy to help in this regard. We will review your financial position with you and advise on a course of action that best suits your needs.

Tax Repayments

You may not have to complete a Self Assessment Tax Return, but in some circumstances you may be entitled to repayment of tax, such as ‘married tax allowance’ or the repayment of tax paid on dividends or interest payments. Typical examples are older people who may be paying tax on savings interest or share dividends, or who may benefit from reallocation of the Married Couples Tax Allowance. We can review your income and advise whether a claim for repayment should be made.

National Insurance Contributions and State Pension Forecasts

We can show you how to check your National Insurance Record, get a State Pension Forecast, and top-up any National Insurance Contributions if you have gaps. You will benefit from the most up-to-date knowledge on the subject whilst getting the high level of personal service you’d expect from a local accountants, right here in Macclesfield.

Landlord Accountants & Property Development

If you have a portfolio of rental properties you may not realise how much money and stress can be saved by employing the services of an expert property accountant. We can help you keep on top of rental income, mortgage payments, expenses, renewals, as well as flagging risk and assessing your exposure to interest rate changes and property prices. We can also simplify the link into your business accounts and tax returns. If you are undertaking larger refurbishment projects we can help you with the project management and project accounting, and management of delays and overspend.

So whether you’re seeking a local and dependable Self Assessment accountant to help demystify your tax return or advice on state pensions from a Macclesfield-based chartered accountant, Andrew Lea Finance are the only company you’ll need.

Get in touch today.