Personal tax and self assessment
ABLM handles all aspects of self assessment and is ready to help if HMRC raise enquiries about your personal tax, so that your tax matters are managed effectively and compliantly.
Do I need to file a self assessment return?
It depends on your circumstances: how you are paid, whether you are self-employed or a director, and what other income you have. HMRC’s own tool will give you a definite answer: check if you need a tax return on GOV.UK. If you run a business as a sole trader or direct a limited company, it is common to be required to file.
What ABLM does
- Self assessment returns, prepared and filed
- Help if HMRC raise enquiries about your personal tax
- A view of what you owe before it is due
- Returns that agree with your accounts and company tax
Key dates
- Tell HMRC you need to file
- By 5 October after the end of the tax year, if you have not filed before
- Paper return
- 31 October after the end of the tax year
- Online return
- 31 January after the end of the tax year
- Pay the tax owed
- 31 January after the end of the tax year
- Payments on account
- 31 January and 31 July, where they apply
Rules from GOV.UK, checked 8 October 2026. Rules and thresholds change, so we confirm the current position for your business.
Your Self Assessment deadlines follow the tax year, not your company’s year end. They are the same for everyone, so they are not part of our company filing deadlines checker.
Landlords
ABLM looks after the full range of landlord services, including landlords with multiple properties and portfolios, jointly owned property and commercial property. For Making Tax Digital, see Making Tax Digital for Income Tax, where Laurence Maynard is the person to ask for.
Making Tax Digital for Income Tax
Sole traders and landlords with qualifying income above £50,000 had to start using Making Tax Digital for Income Tax from 6 April 2026, with lower thresholds following in 2027 and 2028. Your return is still filed at the end of the year. ABLM handles the setup and the year-end return. For the quarterly updates, we can submit them for you or help you submit your own: see Making Tax Digital for Income Tax for who is affected and what changes.
Why directors’ returns need the company’s figures
A director’s personal tax depends on what the company pays them: salary, dividends, and any loan balance with the company. That is why it helps to have the company’s accounts, its tax return and your own return prepared by the same team. Our take-home pay calculator gives a rough picture of tax on a salary and dividends; it is a guide, not advice.
What we typically need from you
- Details of salary and dividends from your company, or your business income and expenses
- Details of other income, such as rent or interest
- Any HMRC letters or tax codes you have received
Who will deal with it?
- Laurence MaynardFCCA MAATFounder. Honed his skills as an Audit Manager in a top-tier firm, with a wealth of experience in SMEs.
- Lisa JonesATTATT qualified with 20 years in practice, across accounts, self assessment, corporation tax, payroll and VAT.
Where we work
ABLM is based in Peterborough. We work with small businesses and limited companies in Peterborough, Wisbech and the Fenland area, Whittlesey, Chatteris and March, and with owner-managed and family-run businesses across England, including many clients in London. You stay in touch with the team through Teams, phone and email, with face-to-face meetings available if you prefer.
Speak to the team.
Tell us about the business. There is no obligation, and the quote is free.