Simple transparent pricing
Expert tax return, tax planning and disclosure services with transparent pricing.
*all fees are exclusive of sales tax that may apply depending on where you reside.
Tier One
£500
Base fee
Applies to tax returns that include any of the following:
- UK employment income
- UK and/or foreign pension income
- Interest and/or dividend income (20 or fewer transactions)
- Rental income disclosed via populating our tax return organiser fields
- Foreign tax credit relief claim for investment income and pension income
- Share gains and/or crypto gains transactions with UK tax year gain/loss report corresponding with tax return pages CG1 – CG4 from broker
Tier Two
£750
Base fee
Applies to tax returns that include any of the following:
- Foreign employment income
- Foreign tax credit relief claim for employment income
- Box 12 non-resident claim to exempt employment income (not including equity income) from taxation including SRT assessment + SA109 pages
- Completion of pages HS302 (Dual Residents) or HS304 (Non-Residents) pages
Out of scope services
Applies to tax returns that include any of the following:
- Technical questions requiring detailed responses - £500 per hour with a minimum 15-minute increment
- SRT assessment + completion of SA109 pages – £125
- Additional interest and/or dividend income - £125 per 40 transactions
- UK and/or foreign share and cryptocurrency capital gains transactions - £125 per 10 transactions
- s104 share pool creation (for shares acquired through employment, including stock options, RSUs, or similar equity awards) – starting fee £1,000
- Additional s104 share pool vest or exercise transactions added to the share pool - £125 per 15 transactions
- Rental income accounts preparation - £250
- UK and/or foreign residential property capital gains calculation - £250
- FIG scheme ten year eligibility assessment (10x SRT assessments) - £750
- Temporary Repatriation Facility designation – starting fee £1,000
- Annual allowance calculation to mitigate pension tax charges – starting fee £500
- Equity income sourcing – starting fee £500
- Overseas Workday Relief (OWR) claim for FIG scheme and/or remittance basis – starting fee £500
- UK/foreign severance income assessment - starting £500
- Refund exceeding £25,000 - 5% of refund
Tier One
£500
Base fee
Applies to tax planning that include any of the following:
- SRT assessment covering two years including split year treatment
- Tax planning covering employment income (excluding stock options), interest income and rental income
- Capital gains on shares (not including calculation)
- Capital gains on residential property (not including calculation or private residence relief eligibility for a period of absence upon repatriation to the UK)
Tier Two
£750
Base fee
Applies to tax planning that include any of the following:
- Treaty resident assessment covering one year
- Temporary non-resident planning (not including five year SRT assessment)
- Tax planning covering stock option income, dividend income and pension income
- FIG scheme planning (not including ten year eligibility assessment)
- Remittance basis planning
- Temporary repatriation facility planning (calculations not included)
- Capital gains on cryptocurrency (not including calculation)
Out of scope
TBD
Out of scope fees
Applies to tax planning that include any of the following:
- Additional SRT assessment or treaty resident assessment - £125 per year
- Capital gains on residential property including private residence relief eligibility for aperiod of absence upon repatriation to the UK - £500
- Temporary non-resident planning including five year SRT assessment - £500
- Tax advice on severance income – starting £500
- Tax advice on complex overseas investment structures – starting £500
Tier One
£500
Base fee
Applies to tax returns that include any of the following:
- UK resident residential property CGT calculation
- UK non-resident residential property CGT calculation including rebasing
- Private residence relief claim (not including private residence relief eligibility for a period of absence upon repatriation to the UK)
- Revenue and costs are provided in a clear and organised format via populating our tax return organiser fields
Out of scope
TBD
Out of scope fees
Applies to tax returns that include any of the following:
- Capital gains on residential property including private residence relief eligibility for a period of absence upon repatriation to the UK - £500
- Revenue and costs are provided in PDFs and require account preparation – data processing fee agreed upon receipt of data
Tier One
£2,000
Base fee covering five tax years of discosure
Applies to disclosures that include any of the following:
- Rental income disclosed via populating our organiser fields or in clear and organised PDF or excel format
- ·SRT resident assessments are not required
Out of scope
TBD
Out of scope fees
Applies to disclosures that include any of the following:
- Additional tax year disclosure - £400 per year
- SRT assessment or treaty resident assessment - £125 per year
- Rental income account preparation - £250 per year
Tier One
£3,000
Base fee covering six tax years of disclosure
Applies to disclosures that include any of the following:
- Foreign employment income
- Foreign pension income
- Foreign bank interest and/or dividend income (80 or fewer transactions)
- Foreign rental income disclosed via populating our organiser fields or in a clear and organised excel format
- Foreign share and cryptocurrency capital gains transactions (30 or fewer transactions)
- Foreign residential property capital gains calculation (one sale)
- Foreign tax credit relief claim for pension income, investment incomes and property gains
Out of scope
TBD
Out of scope fees
Applies to disclosures that include any of the following:
- Additional tax year disclosure - £500 per year
- SRT assessment or treaty resident assessment - £125 per year
- Additional foreign interest and/or dividend income - £125 per 40 transactions
- Additional foreign share and cryptocurrency capital gains transactions - £125 per 10 transactions
- Foreign rental income accounts preparation - £250 per year
- Additional foreign residential property capital gains calculation - £250 per sale
- Foreign tax credit claim for employment income - £250 per year
- Equity income sourcing – starting fee £500
- Overseas Workday Relief (OWR) claim for FIG scheme and/or remittance basis – starting fee £500
- Foreign severance income assessment - starting £500