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Annual compliance service

Our experts can advise you on every aspect of personal tax, but it’s our holistic service that really stands out. Whether we are providing compliance or advisory services, we’ll stay in touch with you throughout the year regarding planning opportunities.

Non-UK domiciled individuals

Individuals coming to the UK from overseas often have a more favourable tax position because of their domicile position. Careful, pre-arrival planning to establish your expected domicile and residence status can significantly reduce your exposure to UK tax.

Offshore trusts

If you are a trustee of an offshore trust structure, or a UK resident beneficiary receiving benefits/distributions from an offshore trust, you will need specialist advice in order to understand and meet your highly complex UK tax obligations.

Trusts

Despite the many legislative changes to the taxation of trusts in recent years, they continue to offer a flexible, tax-efficient structure to preserve and protect family wealth. Trusts therefore remain an important part of asset protection planning.

Joan Foster

Partner

Joan joined RSM in 2004 after qualifying as a certified chartered accountant and chartered tax adviser.

Gary Heynes

Partner, Head of Private Client

Gary is the head of private client, one of the largest tax advisory and compliance teams in the UK for individuals, trustees (onshore and offshore) and estates.

Private client deadlines

Check forms P800 issued by HMRC | 30 November 2020
Small underpayments of tax | 30 December 2020
DAC 6 reporting deadline - reporting obligation triggered on or after 1 July 2020 | 30 January 2021 and ongoing
HMRC trusts register – registration | 31 January 2021
HMRC trusts register – changes | 31 January 2021
Self-assessment tax returns | 31 January 2021
Payment of tax and National Insurance contributions (NICs) for individuals (including partners), trustees and executors | 31 January 2021
Individual/partnership/trust and estate amendment to 2018/19 self-assessment tax return | 31 January 2021
Carry back of gift aid donations | 31 January 2021
Loss relief claims – trading losses | 31 January 2021
Tax claims and elections | 31 January 2021
Election to disapply incorporation relief | 31 January 2021
DAC 6 reporting deadline - reporting obligation triggered on or before 30 June 2020 | 28 February 2021
30-day reporting for disposals of UK property | Ongoing

Tax issues and Trust matters in the current climate webinar
Start date: 11.00am - 30 July 2020
End date: 12.00pm - 30 July 2020
Tax issues and Trust matters in the current climate webinar

Our panel of experts will cover corporation tax issues for non-resident landlords, legal issues which are starting to emerge following the pandemic and forthcoming UK regulatory changes.

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