Abby Mclean

UK Self Assessment Tax Preparation Specialist

Taxreliefsa • Freelance

Apr 2020 - Present • 6 yrs 4 mos

I provide UK Self Assessment preparation and filing support for expats, non-residents, landlords, investors and individuals bringing overdue returns up to date. My work focuses on personal tax cases where residence, overseas income, property income, dividends, savings interest, asset disposals or earlier tax years make a standard return more complex. I review and organise tax-year records such as P60s, P45s, dividend vouchers, bank-interest statements, brokerage reports, property income and expense schedules, previous returns and HMRC correspondence. I reconcile figures, identify missing evidence, calculate taxable income and gains, and prepare the SA100 with relevant supplementary pages, including SA105 for UK property, SA108 for capital gains, SA109 for residence and Foreign Income and Gains regime claims, and SA106 for foreign income or Foreign Tax Credit Relief. For expatriate and non-resident cases, I examine facts relevant to the Statutory Residence Test, UK ties, days present and possible split-year treatment. For landlords, I distinguish allowable revenue expenses from capital costs and review finance-cost treatment. For investors, I organise dividends, savings interest, disposal proceeds, acquisition costs and allowable costs. For overdue cases, I establish which returns remain outstanding, review HMRC notices and prepare the information needed to address late-filing issues without promising automatic penalty cancellation. This structured process helps clients submit consistent figures, support legitimate claims, reduce avoidable omissions and keep clear working papers for future HMRC queries or annual filings. I handle confidential financial information carefully, explain assumptions and missing items clearly, and use an organised review process before any return is approved for submission.