Sole Trader and Personal Tax

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Sole Trader and Personal Tax

At Optima Advisory, we specialise in providing expert guidance and support to sole traders and individuals in managing their personal tax affairs effectively.

Personal taxation can be complex, with ever-changing regulations and obligations that can be challenging to navigate on your own. Our dedicated team understands the unique challenges faced by sole traders and offers tailored solutions to optimise tax efficiency and ensure compliance with HMRC regulations.

From self-assessment tax returns to income tax planning and advice, we provide comprehensive personal tax services designed to meet your specific needs and help you achieve your financial goals. Whether you're a freelancer, consultant, or independent contractor, we're here to help you minimise your tax liabilities, maximise your tax reliefs, and ensure that you're making the most of available opportunities.

Furthermore, we offer proactive tax planning advice to help you structure your affairs in the most tax-efficient manner and avoid any potential pitfalls or penalties. With our expertise and personalised approach, you can have peace of mind knowing that your personal tax affairs are in safe hands, allowing you to focus on running and growing your business.

Areas where we can assist:

  • Self-assessment tax returns
  • Income tax planning and advice
  • Capital gains tax (CGT) planning
  • Inheritance tax (IHT) planning
  • Tax-efficient remuneration strategies
  • Pension planning and advice
  • Tax investigations support
  • Estate planning and wealth preservation