TolleyGuidance Personal Tax module provides you with the practical tools, advice and resources to provide relevant up-to-date information to clients. Covering areas such as self assessment (main tax return, additional information supplementary pages, other supplementary pages), administration and investigations, year end tax planning for individuals, family tax planning, tax efficient investments, optimising capital gains tax reliefs, property tax planning and overseas tax planning.
To help you through the pitfalls of personal tax, our content has been written by tax writers who are specialists in their fields. The Consultant Editors are Anne Redston and Chris Chadburn, both well-known and highly respected tax experts.
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The module has been divided into the following areas:
| Main tax return | Additional information supplementary pages |
|---|---|
| Student loan repayments | Savings income |
| Interest | Distributions |
| Dividends | Post-cessation receipts and expenses |
| Pension received | Share Schemes |
| Social security benefits | Employment lump sums |
| Other income | Foreign earnings |
| Pre-owned asset tax | Other tax reliefs |
| Pension contributions | Personal Allowances |
| Charitable giving | Income tax losses |
| Blind person's allowance | Pensions |
| Service companies | Tax avoidance schemes |
| Underpaid or overpaid tax |
| Other supplementary pages | Administration and investigations |
|---|---|
| Employment | Administration |
| Self-employment | Investigations - Opening |
| Partnerships | Investigations - Responding |
| UK property business | Investigations - Concluding |
| Foreign | Informal interventions |
| Capital gains summary | Determinations |
| Residence, remittance etc | Interest and penalties |
| Tax calculation summary | Discovery |
| Family tax planning | Year end tax planning for individuals |
|---|---|
| Marriage & civil partnerships | Income Tax |
| Tax credits - Coming soon | Capital gains tax |
| Family home | National Insurance contributions |
| Overseas aspects | |
| Claims and elections |
| Tax efficient investments | Optimising capital gains tax reliefs |
|---|---|
| Pension Planning | Utilising reliefs |
| Enterprise Investment Scheme | Losses |
| Other tax efficient investments | Anti-avoidance |
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