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Tax advice
Simplify taxes on your investments
Manage your investments with confidence while keeping your tax obligations under control.
Pricing Plan
Premium service, competitive rates
Tax advice
£ 139
/Month
Get your tax return filed accurately and on time with expert professional assistance confidence and clarity.
- Matched with an accredited accountant
- Self Assessment sorted & filed
- Support to save on your tax bill
- Accurate The Tax Calculations
Tax returns
£ 152
/Month
Get your tax return filed accurately and on time with expert professional assistance confidence and clarity.
- Matched with an accredited accountant
- Self Assessment sorted & filed
- Support to save on your tax bill
- Accurate The Tax Calculations
Tax bundle
£ 292
/Month
Save more with a comprehensive tax bundle that handles all your tax requirements.confidence and clarity
- Matched with an accredited accountant
- Self Assessment sorted & filed
- Support to save on your tax bill
- Accurate The Tax Calculations
Here's everything that's included
All of our tax return services are filed by a UK-accredited accountant and covered by our Accuracy Guarantee.
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Tax
Return essentials
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Tax
Return plus
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Tax
Return platinum
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| Work 1-to-1 with your personal accredited UK accountant |  |
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| Your accountant will prepare, check, and file your Self Assessment. | |
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| Your accountant identifies all expenses and reliefs that reduce your tax bill. | |
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| If your accountant makes an error, we'll refund you in full, and re-submit your return. | |
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| Your accountant is available during the filing process to chat through any questions you may have. | |
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| Get expert help understanding and responding to HMRC letters. | - | |
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| Your accountant supports with HMRC investigations, provides advice, and drafts a response. | - | |
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| Clear breakdown of your tax calculations in plain English. | - | |
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| 15-minute call with your accountant to review your return and answer any questions. | - | |
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| Don't have a UTR number? We'll register you with HMRC. | - | |
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| Your accountant is your official HMRC agent - they get contacted directly, and they can answer on your behalf. | - | |
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| Ongoing support for all your tax questions throughout the year. | - | - | |
| Book 3 tax planning calls per year to proactively manage your finances, e.g. a mid-year planning session, or post-Budget tax review. | - | - | |
Tax
Return Essentials
Tax
Return Plus
Tax
Return Platinum
Work 1-to-1 with your personal accredited UK accountant
Your accountant will prepare, check, and file your Self Assessment.
Your accountant identifies all expenses and reliefs that reduce your tax bill.
If your accountant makes an error, we'll refund you in full, and re-submit your return.
Your accountant is available during the filing process to chat through any questions you may have.
Get expert help understanding and responding to HMRC letters.
-
Your accountant supports with HMRC investigations, provides advice, and drafts a response.
-
Clear breakdown of your tax calculations in plain English.
-
15-minute call with your accountant to review your return and answer any questions.
-
Don't have a UTR number? We'll register you with HMRC.
-
Your accountant is your official HMRC agent - they get contacted directly, and they can answer on your behalf.
-
Ongoing support for all your tax questions throughout the year.
-
-
Book 3 tax planning calls per year to proactively manage your finances, e.g. a mid-year planning session, or post-Budget tax review.
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Answer a few questions, select the plan for you and meet your accountant.
How it works
Answer a few simple questions
And we mean a few. After a couple of minutes of answering questions online we’ll have everything we need to start preparing your tax return.
Pick your plan
Select the support that fits your needs – from basic accurate filing to full HMRC defense and ongoing tax optimisation throughout the year.
Meet your accountant
Meet your dedicated accountant who takes over from here – checking accuracy, maximising deductions, and filing with HMRC. You’re in expert hands.
Meet your accountant
Every accountant in our network is carefully vetted before joining. Most run their own practice and have over 5 years of experience.
- Fully UK-based professionals
- A trusted network of around 150 qualified accountants
- Rated 4.8/5 from over 6,500 client reviews
- Accredited by leading UK accounting bodies
- Subject to regular quality checks to ensure top standards
Stop worrying about your Self Assessment
Accurate filing, expert support, and protection from HMRC stress – from £169 £119.
Frequently asked questions
The tax you pay on investment income depends on the type of investment and the amount you earn.
Common taxes that may apply include:
Income Tax on certain investment earnings
Capital Gains Tax when you sell investments for a profit
Dividend Tax on income received from shares
To understand exactly what you may need to pay, it’s important to review the type of income and report it correctly to HM Revenue & Customs.
If you invest in a qualifying start-up or small company through the Enterprise Investment Scheme (EIS) and the investment performs poorly or the company fails, you may be able to claim loss relief.
This relief allows you to offset the loss made when selling your EIS shares against your taxable income or capital gains, which can reduce the amount of tax you owe to HM Revenue & Customs.
You can claim this relief when reporting the loss on your tax return.
Dividends are payments you may receive if you hold shares in a profitable company.
Each tax year includes a tax-free dividend allowance. For the 2023/24 tax year, the first £1,000 of dividend income is not taxed.
If your dividend income exceeds this allowance, the remaining amount is taxed according to your income tax band. Any taxable dividends must be reported to HM Revenue & Customs as part of your tax return.
The tax you owe on cryptocurrency depends on how you earn or use it.
Buying, selling, or trading crypto: Generally subject to Capital Gains Tax on profits above £6,000, as HMRC treats these transactions as asset disposals.
Earning crypto (mining, staking, airdrops, or payments in crypto): Usually considered income, so you may owe Income Tax on earnings above the £12,570 personal allowance.
Your exact tax liability depends on your individual situation, so using a crypto tax calculator can help provide a precise estimate.
HMRC treats trading as an ongoing business activity, so profits from frequent trades are usually taxed as Income Tax and may also be subject to National Insurance if your total income exceeds £12,570.
Investing is typically considered a longer-term or occasional activity. Gains from selling investments are usually liable for Capital Gains Tax rather than Income Tax.
HMRC has updated the rules for high earners on PAYE. For the 2023/24 tax year, if your salary from PAYE is under £150,000, you generally don’t need to file a UK tax return.
However, you must still submit a return if your income was £100,000 or more in the 2022/23 tax year.