Self Assessment
Preparation of personal tax returns for individuals and sole traders.
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Personal tax
Your circumstances. A considered approach.
Personal finances deserve personal attention. Begin with a conversation about your income, reporting needs and the questions you would like answered.
Personal tax advisory
Advice on your tax position, reporting obligations and planning opportunities.
Inheritance tax planning
Review your circumstances and explore inheritance tax considerations, including gifts and estate planning. Legal work is handled by an appropriate legal professional.
Pension tax considerations
Tax-focused support on pension contributions and allowances. Recommendations on pension products, investments or transfers are outside this service.
Property & capital gains tax
Tax reporting and planning support for rental income and disposals of assets.
Sole trader accounts
Accounts preparation and business income reporting for self-employed clients.
Company secretarial services
Support with confirmation statements, statutory records and routine company changes, with filing responsibilities agreed in advance.
Document certification & passport copies
Enquire about certifying copies of passports and other identity documents against originals, subject to the receiving organisation’s requirements. Passport application countersigning is considered only where all eligibility rules are met.
Services are tailored to your circumstances and agreed in an engagement letter. Audit and corporate finance services are not offered.
Document certification, explained.
Can you certify passport copies or countersign passport applications?
Document certification confirms that a copy matches the original presented. Please check the receiving organisation’s requirements before arranging an appointment. Passport application countersigning is a separate process: the countersignatory must meet all applicable rules, including having known the relevant applicant personally for at least two years. A new professional relationship alone is insufficient. Contact the practice to discuss eligibility; please do not email passport scans with an initial enquiry.
GOV.UK: document certification ↗ Passport countersigning requirements ↗
The next step
Let’s start with
your situation.
A conversation helps establish the right scope of support.
View contact information ↗
Email info@avrofinancials.co.uk or call 07568 574020.