Who we help

Personal tax returns.

You do not have to run a business to need a tax return. We help you understand what to report and prepare it properly, with a dedicated account manager who explains the next steps.

How our fees work
The Bee Motion meeting room in Stockport, with a forest mural and marble meeting table

Who this is for.

This is for individuals who need Self Assessment or help checking whether they must file. We look at your income, any disposals and what HMRC has asked you to do.

  • HMRC has asked you to submit a return
  • Untaxed rental, savings or dividend income
  • A property or share sale with Capital Gains to report
  • The High Income Child Benefit Charge may apply
  • Company director income that needs reporting
  • A return already filed that needs correcting

What we handle.

  1. 01Self AssessmentYour tax return prepared, reviewed at senior level and filed, with a clear payment schedule.
  2. 02Capital Gains TaxSelling a property or shares? We work out what's owed and report it on time.

Your year with Bee Motion.

What happens, and when.

  1. By 5 October

    Registered for Self Assessment if this is your first year filing.

  2. After 5 April

    You send your P60, interest, dividend and other income details. We tell you exactly what we need.

  3. Before it's filed

    A senior accountant reviews your return, then you e-sign it in your client portal.

  4. 31 January

    Filed, with a clear payment schedule showing what's due and when.

Not sure if you need to file? Ask us in a free proposal meeting and we'll tell you straight.

What you need to know.

When a personal return is needed

Employment through PAYE does not always settle every tax responsibility. Untaxed income, reportable gains or the High Income Child Benefit Charge can mean further reporting is needed. Being a company director does not automatically require a return, but your income and any notice from HMRC matter.

Registering and notices from HMRC

If you need to file for the first time, you normally need to tell HMRC by 5 October after the relevant tax year ends. If HMRC has sent you a notice to file, do not ignore it. If you believe a return is not needed, ask HMRC to withdraw the notice and obtain confirmation.

What we need from you

We explain the documents needed for your circumstances. These may include your P60, benefits information, bank interest and dividend details, rental records and purchase or sale documents for assets. Clear records help us prepare and review your return.

Correcting a return

You can normally amend a Self Assessment return within 12 months of its filing deadline. After that, the route depends on the correction, and you may need to write to HMRC or make a separate claim. Tell us what changed so we can help you choose the right next step.

Included as standard.

One account manager

Unlimited general support, no extra charge

Senior review

Checked by a senior accountant before filing

Client portal

Review your documents and e-sign online

Sage and Dext

Set up for you, with free training

Clarity Starts Here

Ready to talk?

Book a free, no-obligation proposal meeting, in person or on Zoom.