📑 Premium SA Specialists · Chartered · Mon–Sat

Self Assessment Accountants London — Personal Tax Return Specialists.

Comprehensive Self Assessment service for sole traders, freelancers, landlords, contractors, high earners, and anyone with multiple income sources. Three premium tiers from £495 to £1,300 a year — full filing, every allowable expense claimed, refund chased into your bank, free SA302 + Tax Year Overview for mortgages. By chartered accountants who handle hundreds of returns annually with same-day callback and Mon-Sat 10am-7pm support — work done by experienced staff, not entry-level outsourced labour.

£495+
Comprehensive Packages From
24h
SA302 Turnaround
£0
Penalty Risk · Filed Early
4.8
100+ Reviews
If any of this sounds familiar

Sound like your Self Assessment situation?

Most clients who switch to LOYALS arrive with the same handful of frustrations — tax bills they didn't see coming, expenses they should have claimed, deadlines that crept up. We sort all of it in one engagement.

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"I have no idea how much I'll owe HMRC"

The January tax bill arrives like a punch. We model your liability before filing so you know exactly what's coming, and recommend Payments on Account adjustments where your income has dropped. No surprises, no panic.

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"The deadline keeps creeping up on me"

31 January is hard — £100 automatic penalty even if no tax owed, daily £10 charges from 3 months on. We file most returns from May to October so you avoid the cliff edge entirely, with reminders 60, 30 and 7 days before every deadline.

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"I'm not sure what I can claim as expenses"

Most self-employed clients miss £500-£2,000 of allowable expenses doing it themselves — capital allowances on equipment, mileage at 45p, home office proportion, professional fees, training, software, accountant fees. We prompt for everything claimable.

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"My situation is complicated — multiple income types"

Salary plus rental income plus dividends plus a side business plus a capital gain plus foreign income? We do this every day. Our Tier 3 package handles complex multi-source returns with all the cross-references, capital allowances, and Section 24 calculations done correctly.

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"My old accountant only answers in January"

Year-round support is included in every tier — WhatsApp, phone, email. Mid-year tax position questions, Payments on Account adjustments, big purchase decisions, mortgage application paperwork — all covered with no per-call charges. Mon-Sat 10am-7pm.

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"I'm scared I'll make a mistake"

HMRC enquiries spike when returns have unusual numbers or missing entries. Every return we file is reviewed against benchmark patterns, signed off by a chartered accountant, and submitted electronically with the audit trail intact. If HMRC ever asks questions, we handle the correspondence on your behalf.

What we actually do

Your Self Assessment, handled end-to-end.

No back-and-forth, no chasing, no surprise charges. One fixed package, one accountant, one number to call all year.

The LOYALS Self Assessment service

Self Assessment is HMRC's mechanism for collecting tax on income that isn't fully covered by PAYE — self-employment, rental property, dividends, savings interest, capital gains, foreign income, high earnings above £150,000. The system is technically simple but practically complex: every income source has its own rules, every allowable expense its own definition, and every mistake compounds into either overpaid tax or HMRC enquiries.

Our service handles the entire process for one fixed annual fee per tier. We chase the right paperwork, claim every allowable expense, model your tax liability before filing, file electronically, chase any refund into your bank, and produce certified SA302 + Tax Year Overview free of charge if you need them for mortgage applications. Three premium tiers from £495 to £1,300 covering everything from simple side-income returns through to complex multi-source filings.

Three premium packages · £495 to £1,300/year
Premium tier-based packages

Three packages, scaled to your income complexity.

Tiers reflect the complexity of your tax situation — number of income sources, type of income, and depth of optimisation work needed. We confirm the right tier on a free intake call before any engagement is signed.

Standard SA

Employed + side income
£495
per tax year (excl. VAT)
  • Self Assessment filed with HMRC
  • Employment + dividend + savings interest
  • Pension contributions higher-rate relief
  • Marriage Allowance claim if eligible
  • Charitable giving Gift Aid relief
  • SA302 + Tax Year Overview free
  • Year-round WhatsApp & phone support
  • Refund chased into your bank
Choose Standard →

Complex / Multi-Source

Multiple income · Rental · CGT
£1,300
per tax year (excl. VAT)
  • Everything in Self-Employed package
  • Rental property pages (SA105)
  • Section 24 mortgage interest credit
  • Capital gains computation (SA108)
  • Foreign income pages (SA106)
  • Partnership share of profits (SA104)
  • EIS / SEIS / VCT investment relief
  • Personal Allowance taper above £100K
Choose Complex →

Construction industry? Our dedicated CIS Self Assessment service at £350/year is priced separately for the volume specialism — not on this tier scale.

Specialist Tier · UK Crypto Tax Specialists

Crypto Tax Self Assessment — for serious holders.

UK crypto tax specialism is rare — most accountants don't understand DeFi, staking income, NFT trades, airdrops, or HMRC's evolving guidance. We do. Wallet reconciliation across multiple exchanges, transaction-level capital gains computation, income vs capital tax classification, and full Self Assessment filing including SA108 capital gains pages — all handled. Worth real money to get right because HMRC is actively enquiring on crypto cases.

Multi-exchange wallet reconciliation DeFi transactions Staking & airdrops NFT trading HMRC enquiry support
£2,000
per tax year
Choose Crypto →
Every tier includes

Eight deliverables, all bundled.

No add-ons for SA302s, accountant references, or "complexity surcharges" at year-end. The price quoted is the price you pay.

Self Assessment Filed with HMRC

Full SA100 plus all relevant supplementary pages — employment, self-employment, property, capital gains, foreign, partnership, residence and remittance basis where applicable.

Every Allowable Expense Claimed

Sole trader expenses, capital allowances, home office proportion, mileage, professional fees. Most clients miss £500-£2,000 doing it themselves. We prompt for everything.

Tax Liability Modelled Before Filing

You see the full picture before submission — what you owe, what's refundable, Payments on Account implications, cash flow timing for the next 12 months.

Refund Chased Into Your Bank

Filed electronically with bank details. HMRC processes most refunds within 2-4 weeks. We chase HMRC directly if anything is delayed beyond the normal window.

SA302 + Tax Year Overview Free

Both produced and certified by chartered accountant, accepted directly by every UK lender. Usually £40-£80 elsewhere — included free with us, issued inside 24 hours.

Year-Round Support

WhatsApp, phone and email access throughout the year. Mid-year tax position questions, mortgage paperwork, HMRC letters — all covered, no per-call charges.

Deadline Reminders

Notifications 60, 30 and 7 days before 31 January (and 31 July for second Payment on Account). We file from May to October — you never face the January cliff.

HMRC Enquiry Cover

If HMRC ever opens an enquiry on a return we filed, we handle the correspondence and represent you in the response — no extra charge for our standard correspondence.

How it works

Four steps from "I haven't filed" to refund in your bank.

From WhatsApp to HMRC submission usually takes 7-10 working days once we have your records. Refund follows 2-4 weeks after.

1

Free intake call

30-min call to confirm your tier and timeline. We agree the fixed fee upfront — no surprises later.

2

Send your records

WhatsApp, email, secure portal, or come into our King's Cross office. P60s, expense records, rental income, any other documents.

3

We model and file

Tax liability calculated, every allowable expense claimed, you see the figure before submission, then we file electronically with HMRC.

4

Refund or planning

Refund hits your bank inside 2-4 weeks, or we set up payment timing for any tax owed. SA302 issued ready for any mortgage broker who asks.

Why people choose LOYALS

Three reasons we're not just another tax return service.

Most online filing services charge £150-£250 then leave you on your own when HMRC asks questions. We're a proper London chartered firm — different proposition, different price, different result.

🏛️

Chartered London firm

Work done by experienced staff in our King's Cross office, not entry-level outsourced labour. Every return reviewed and signed off by a chartered accountant. Our pricing reflects that — the £495+ entry tier is deliberate, not a budget online play.

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Mon-Sat extended hours

Open Monday to Saturday 10am to 7pm with same-day callback as standard. Mid-year tax position questions, Payments on Account adjustments, mortgage paperwork — all covered with year-round WhatsApp and phone support included in your fee.

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Liability modelled before filing

You see what you owe before we submit, with the cash-flow implications spelled out. Most online services file blind and leave you with a January surprise. We model the figures, flag Payments on Account, and discuss timing before you commit to file.

Quick Self Assessment estimator

What's your tax bill going to be?

Pick your income type and enter the numbers — we'll calculate your indicative tax liability for 2025/26 including Class 4 NIC for the self-employed. For a precise figure including student loans, dividend tax, and rental income, use our full Self-Employment Tax Calculator.

Estimate your Self Assessment tax

2025/26 tax year — indicative only, full SA calculation may vary
What's your main income type?

Your indicative tax position

Total taxable income£0
Personal Allowance£12,570
Income Tax£0
Class 4 NIC (self-employed only)£0
Total tax via Self Assessment£0
Effective tax rate on income
💬 WhatsApp this to LOYALS

For an exact figure including dividend tax, rental income, capital gains, student loan repayments, and Personal Allowance taper above £100K, send your numbers via WhatsApp or book a free 15-minute call.

⚡ 2025/26 changes affecting Self Assessment

Three things that have shifted how personal tax works.

If your tax planning was set before April 2024, the maths has moved. Three reforms have changed how your Self Assessment liability calculates — some saving money, some adding new compliance work.

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Class 4 NIC reduced

9%6%

Class 4 National Insurance for self-employed cut from 9% to 6% from April 2024 on profits between £12,570 and £50,270. Saves a typical sole trader on £35K profit roughly £675 per year. Check your last return — many accountants are still applying the old rate.

🚫

Class 2 NIC abolished

£3.45/wk£0

Class 2 NIC abolished as a paid contribution from April 2024. Self-employed earnings above the Small Profits Threshold now build NI credits automatically without the £179.40/year charge. Voluntary contributions still possible if profit is below threshold and you want to maintain state pension entitlement.

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MTD for Income Tax

Annual SAQuarterly digital

From April 2026, sole traders and landlords with qualifying income above £50,000 must keep digital records and submit quarterly to HMRC. Threshold drops to £30,000 from April 2027. Annual SA replaced by 4 quarterlies plus final declaration. Below threshold, annual SA continues.

Self Assessment knowledge base

Six things every UK Self Assessment filer should understand in 2025/26.

Tap any card to flip and see the detail.

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Three SA deadlines

Paper, online, and Payments on Account.

Tap or hover

2024/25 tax year deadlines

  • Paper: 31 October 2025
  • Online: 31 January 2026
  • Tax due: 31 January 2026
  • 1st POA: 31 January 2026
  • 2nd POA: 31 July 2026
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2025/26 tax bands

Personal Allowance frozen until 2028.

Tap or hover

Income tax rates

  • £0-£12,570: 0% (Personal Allowance)
  • £12,571-£50,270: 20% basic
  • £50,271-£125,140: 40% higher
  • £125,141+: 45% additional
  • PA taper above £100K (£1 per £2)
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Payments on Account

The January surprise that triples your bill.

Tap or hover

How POA works

  • Triggers if last bill over £1,000
  • 50% of last year's tax due 31 Jan
  • 50% more due 31 July
  • First time = effectively triple bill
  • Reduce claim possible if income drops
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Allowable expenses

What sole traders and freelancers claim.

Tap or hover

Common claims

  • Office costs & equipment
  • Travel: vehicle or 45p/mile
  • Professional fees & training
  • Phone, internet, software
  • Home office proportion
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Property income

Section 24 changed everything for landlords.

Tap or hover

2025/26 landlord rules

  • Mortgage interest = 20% tax credit only
  • Property allowance £1,000
  • Replacement of domestic items relief
  • Higher rate landlords lose 20% relief
  • Limited Co SPV bypass
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PA taper above £100K

The 60% effective rate trap.

Tap or hover

How the taper works

  • Above £100K, PA reduces £1 per £2
  • PA fully gone at £125,140
  • Effective marginal rate ~60%
  • Pension contributions extend PA
  • Salary sacrifice can avoid the trap
KN
★ Your dedicated account manager

Meet Kris Nick.

Dedicated Account Manager · Looks after Self Assessment clients across London

Kris is your single point of contact for everything to do with your Self Assessment — from confirming the right tier on intake to filing your return, modelling your tax liability before submission, chasing any refund, producing SA302 paperwork for mortgage applications, and handling any HMRC correspondence year-round. The LOYALS team specialises in personal tax for owner-managed businesses, freelancers, landlords and high earners across London — same-day callback, Mon-Sat 10am-7pm, no per-call charges, no surprise bills.

Book a free 15-min call →

Stop dreading 31 January altogether.

If you're filing Self Assessment in London, our three premium tiers cover every realistic situation — from simple side-income returns through to complex multi-source filings with rental, capital gains, and foreign income. We file from May to October so you never face the cliff edge, model your liability before submission so there are no surprises, and chase any refund into your bank inside a month.

Mon-Sat 10am-7pm Premium tiers from £495 Free SA302 + references Same-day callback
Self Assessment questions

Frequently asked questions.

Updated for 2025/26 tax year. If your question isn't here, message us on WhatsApp or book a free 15-minute call.

How much does Self Assessment cost with LOYALS?+
Three premium packages based on your tax situation. Standard Self Assessment at £495/year covers employed individuals with side income, dividends, or simple additional sources. Self-Employed / Sole Trader / Freelancer at £695/year is our most popular tier covering full self-employment pages, every allowable expense claimed, capital allowances on equipment, and refund chasing. Complex / Multi-Source at £1,300/year handles multiple income types — rental property, foreign income, capital gains, partnership shares, EIS/SEIS, or high-earner Personal Allowance taper. CIS subcontractors are priced separately at £350/year on our dedicated CIS service page. All prices are excluding VAT.
Do I need to file a Self Assessment tax return in 2025/26?+
You must file Self Assessment if any of the following apply during the 2024/25 tax year (filing deadline 31 January 2026): self-employed earning more than £1,000 trading allowance; income from property above £1,000 property allowance; total income above £150,000; tax owed on dividends, savings interest, or other untaxed income; capital gains exceeding the annual exempt amount of £3,000; high income child benefit charge if you or partner earned over £60,000; foreign income; income as a partner in a partnership; trustee or executor responsibilities; or because HMRC sent you a Notice to File. We can confirm your obligation in a free 15-minute intake call.
When is the Self Assessment deadline?+
Three deadlines for the 2024/25 tax year (the year ending 5 April 2025). Paper returns must reach HMRC by 31 October 2025. Online filing deadline is 31 January 2026 — this is the key date for most people. Tax owed is also due by 31 January 2026. Where applicable, the first Payment on Account for 2025/26 is also due 31 January 2026, and the second is due 31 July 2026. Late filing triggers an automatic £100 penalty even if no tax is owed. We file most returns from May to October to spread workload and get refunds back early.
What allowable expenses can I claim on my Self Assessment?+
Self-employed sole traders and freelancers can claim any expense incurred wholly and exclusively for the trade. Common claims include: office costs (rent, utilities, broadband proportion); travel costs (vehicle running costs or 45p/mile flat rate for first 10,000 miles); professional fees (accountant, lawyer, training); equipment and software (with capital allowances on items above £200); marketing and website costs; bank charges on business accounts; stock and raw materials; subcontractor costs; and a proportion of home running costs if you work from home regularly. Landlords claim mortgage interest as a 20% tax credit (Section 24), letting agent fees, repairs, insurance, and replacement of domestic items. We prompt for everything claimable — most clients miss £500-£2,000 of allowable expenses doing it themselves.
How does LOYALS Self Assessment differ from CIS Self Assessment?+
Same core service, different pricing reflecting industry specialism. CIS Self Assessment at £350/year is for construction industry subcontractors operating under the Construction Industry Scheme — we have dedicated expertise in CIS deduction reconciliation, construction trade-specific expenses, and the refund-chase workflow. Standard Self Assessment from £495/year covers everyone else — sole traders outside construction, freelancers, landlords, high earners, employees with side income. The £350 CIS rate reflects the volume and specialism efficiency for construction work; the £495+ general rate reflects the wider variability of non-CIS personal tax situations. If you're CIS, use our dedicated CIS service page instead.
Will I get a tax refund or owe tax?+
It depends on your situation. Refunds are typical for: CIS subcontractors (20% deducted on turnover, real tax owed on profit); employees with overpaid PAYE through coding errors; people who made qualifying pension contributions in the higher-rate band but received only basic-rate relief at source; people claiming professional fees, work-from-home costs, or Marriage Allowance. Tax owed is typical for: self-employed sole traders (no PAYE deductions through the year); landlords with rental income; high earners with significant dividends or savings interest; people who triggered the High Income Child Benefit charge. We model both before filing so you know what to expect — and where there's a refund, we file electronically so it lands in your bank within 2-4 weeks.
What documents do I need to file my Self Assessment?+
Six things typically. (1) UTR — your 10-digit Unique Taxpayer Reference issued when you register for Self Assessment. (2) National Insurance number. (3) P60 from any employment for the tax year. (4) P11D if you had taxable benefits from an employer. (5) Records of self-employment income and business expenses (we provide a template). (6) Records of any other income — bank interest statements (banks report digitally to HMRC now), dividend vouchers, rental income and expenses, pension income, foreign income, capital gains records. Don't worry about anything missing — we chase HMRC for digital records, retrieve missing P60s through the agent portal, and prompt you for everything we need. New clients can typically be onboarded and ready to file within 48 hours of signing the engagement letter.
What is Payments on Account and do I need to make them?+
Payments on Account are advance payments toward the next year's tax bill, made twice yearly on 31 January and 31 July. They apply if your last tax bill was over £1,000 AND less than 80% of your tax was collected at source through PAYE. Each payment is 50% of the previous year's tax liability. They can come as a nasty surprise the first time — your January tax bill effectively triples (last year's tax + first POA + Class 4 NIC for some). We always flag the POA implications before filing so you can plan cash flow. If your income has dropped, we can submit a "reduce payments on account" claim with HMRC to lower them.
Does Making Tax Digital for Income Tax affect me?+
From 6 April 2026, sole traders and landlords with qualifying income above £50,000 must keep digital records and submit quarterly digital updates to HMRC under MTD for Income Tax. From 6 April 2027 the threshold drops to £30,000. Annual Self Assessment is replaced by 4 quarterly submissions plus a final declaration. Below the relevant threshold, annual SA continues as normal. We handle MTD compliance for £150 + VAT per quarter (£600/year) — software setup, quarterly filings, and final declaration all included. If your Self Assessment income is approaching £50,000, we'll flag MTD planning during our year-end review.
What happens if I miss the Self Assessment deadline?+
The 31 January deadline is hard. Late filing triggers an automatic £100 penalty even if no tax is owed (or you're due a refund). After 3 months, daily £10 penalties apply, capped at £900. After 6 months, an additional £300 or 5% of tax due (whichever is higher). After 12 months, another £300 or 5%. Late payment of any tax owed adds a 5% surcharge after 30 days, plus 5% more at 6 months and 12 months, plus interest at HMRC's late payment rate. With LOYALS we file from May to October as standard so you avoid the January cliff edge entirely — and we send reminders 60, 30 and 7 days before the deadline. Late filing simply doesn't happen for active clients.

Ready to file properly, on time, every year?

Three premium tiers, year-round support, free SA302 and accountant references for life. Sign up in 5 minutes and we'll have your return modelled, reviewed and filed well before deadline — Mon-Sat 10am-7pm extended hours, same-day callback, no per-call charges, no surprise bills.

Book my free 15-min call →
Important: All prices on this page are exclusive of VAT. The Self Assessment estimator provides indicative figures only based on standard 2025/26 rules and does not account for student loan repayments, dividend tax above the £500 allowance, capital gains, foreign income, Personal Allowance taper above £100,000, or other reliefs that may apply to your specific circumstances. LOYALS is a firm of chartered accountants and is not authorised by the Financial Conduct Authority — we do not provide regulated investment, mortgage or insurance advice on this page. For tax planning specific to your situation please book a consultation.