Personal and international tax

Personal tax can become more involved when you move between countries, receive income from abroad, hold investments or employee shares, or need to respond to HMRC.

We help individuals understand their UK tax position, prepare the returns and claims that apply, and identify matters that need a closer review. Our work focuses on UK tax, including how overseas income and cross-border circumstances affect UK reporting.

We start with the facts, available records and relevant tax years. Where a matter needs more detailed calculations, historic reviews or specialist advice, we agree the scope and fees before additional work begins.

Our personal and international tax support can include

• UK tax residence reviews, including the Statutory Residence Test and split-year treatment
• UK Self Assessment returns for residents and non-residents
• Overseas income reporting and Foreign Income and Gains (FIG) regime claims where eligible
• Double taxation relief and UK foreign tax credit claims
• RSUs, employee share options and Overseas Workday Relief where applicable
• Capital Gains Tax on shares, cryptoassets and UK property, including 60-day property returns where required
• Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) investor tax relief claims
• Reviews of HMRC letters and enquiries, and disclosures of previously unreported income

Not every matter needs all of these services. Detailed residence and treaty analysis, multi-year calculations, HMRC responses or representation, disclosure work and tax planning are scoped and quoted separately.

Where advice on another country's tax law is needed, we can identify that requirement and work alongside a suitably qualified overseas adviser.