Self Assessment is how HMRC collects tax that isn't taken at source, so if you're a company director, sole trader, landlord or higher earner, you probably need to file one. We prepare and submit your return and claim every allowance. For sole traders and landlords now moving to Making Tax Digital for Income Tax, we handle the new quarterly filings too, in plain language and without the last-minute January panic.
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Your personal return prepared & filed with HMRC
Online filing deadline; we file well ahead
Salary, dividends & benefits reported correctly
Rental income & allowable expenses handled
If your income comes from dividends, self-employment, property or some mix of the three, we pull it all together into one accurate return.
We report your salary, dividends and benefits-in-kind correctly, dovetailing with your company's accounts and payroll so the figures always reconcile.
DirectorsSole trader profits, freelance work and side-hustles: we calculate taxable profit, claim allowable expenses and apply the trading allowance where it helps.
Sole TradersLandlords: we handle rental profits, the finance-cost restriction and the property allowance, across single lets and portfolios.
LandlordsSold a property, shares or other assets? We calculate the gain, apply reliefs and the annual exemption, and report it correctly.
CGTWe explain HMRC's payments-on-account system so the January and July payments never catch you out, and reduce them where your income has fallen.
Cash FlowWe register you if needed, gather everything in good time and file before 31 January, keeping you clear of HMRC's escalating late-filing penalties.
Deadlines MetYour Lumi packages cover your company, but as a director you'll usually need a personal Self Assessment return too. We prepare returns from £300 + VAT each, either as a simple add-on to any package or as a standalone service if you're a sole trader or landlord.
All packages include a Xero subscription (our recommended software). View full package details →
Because we already hold your company's payroll and dividend figures, your director's Self Assessment is quick for us to prepare and always agrees with your company accounts, with no chasing and nothing left to reconcile.
You deal directly with a qualified ICAEW Chartered Accountant, not a call centre or a different junior every year.
Your accounts are prepared and reviewed by a Chartered Accountant, the gold standard for technical accuracy and trust.
We explain what your numbers mean and what to do about them, in everyday language, without pretending it's more complicated than it is.
We work to your dates well in advance and chase what we need from you, so late-filing penalties simply don't happen.
Your accounts and tax are part of one transparent monthly fee. No hourly billing, and no year-end invoice shock.
Book a free 30-minute call. We'll work out what you need to file and take your Self Assessment off your hands for good.
Clear, jargon-free reads for company directors and the self-employed.
Figures, thresholds and deadlines on this page reflect UK rules current at the time of writing and are general information, not advice for your specific circumstances. Please get in touch before acting.