Fees - rental income and self-assessment

What's included as standard?

• Preparation and submission of personal Self-Assessment containing; 
  • 1 x employment income or pension
  • Rental income
  • up to 5 sources of interest income
• Preparation of bespoke annual money-saving report, including
  • Summary of overall tax position
  • Review of main tax allowances and planning options available
  • Record keeping review
• Presentation of our findings
• Unlimited ad-hoc emails and telephone calls ​​

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Standard Fees - private let property

• 1 rental property - £13 per month (£17.50 for a couple)
• 2-5 rental properties - £18.50 per month (£25 for a couple)
• 6-10 rental properties - £33.50 per month (£44.50 for a couple)
• 11-20 rental properties - £48.50 per month (£65 for a couple)

Other

• Quarterly VAT £22.50 per month (assuming no bookkeeping)
• Quarterly planning meetings - £33.50 per month
• Half-yearly planning meetings - £19 per month

Obviously every situation is different. The above hopefully gives you an idea of what the fees will be and we can quote for your individual circumstances if you have other forms of income, for instance:

• Dividends
• Capital gains
• Benefits in kind
• income from a trust
• Overseas income or gains
• Any other type income

We offer a full range of accountancy services - fees available on request. All fees inclusive of VAT.

NB - Our fees are typically monthly towards the overall annual fee.

Bookkeeping
As the time needed for bookkeeping (recording all the business transactions) is different for every client, we quote for this separately. Most client's feel that they want to do the bookkeeping themselves, to some degree, and we have helped many client's get to the point where the bookkeeping is pretty much done automatically, thus us not needing to charge for this. If we need to do some of the bookkeeping we will advise you of the fee when we provide your quotation.

Discounts Available
​- Up-front Discount - If our fees are paid in advance of the year-end, a 10% reduction is available.