You will need to complete a tax return if:

  • You are self employed
  • A company director (receiving dividend income)
  • A minister
  • Your annual income exceeds £100,000
  • You have income from savings, investment or property (buy to let)
  • You or your partner receive child benefit and your income exceeds £50,000 (changed to £60,000 after 6th April 2024)
  • You have overseas income
  • You rent out a room in you home and receive more than £7,500 per tax year
  • You have a side hustle earning making more than £1,000 per tax year
  • You are a higher rate tax payer who pays into a pension
  • You have income from trusts, settlements and estates
  • You have made a capital gain or capital loss by selling an asset
  • You’ve lived or worked abroad or aren’t domiciled in the UK
  • You’re a trustee

If you require further information please contact us.