During the pandemic, we will be reducing the number of staff in the offices and operating a work from home policy. Please note the office is closed to visitors when enforced by government restrictions. We are still here to help our clients and small businesses. Please contact us in the usual ways.

For information about support for employers,small businesses and the self employed please click here

It is our tradition of forward thinking that ensures you always get the perfect answer

Tax calendar

The red text indicates an entry relevant to companies and employers, black refers to personal tax, and bold indicates an important item.

Click on an item to find out more detail of how it may affect you.

If you would like to receive email reminders before these key tax dates from our taxREMINDER system, then click here to register on our website. If you have already registered and would like to change your taxREMINDER options then click to log on.

March 2021

Wednesday 3 5% late payment penalty on any 2019/20 outstanding tax which was due on 31st January 2021 and still remains unpaid

This deadline is relevant to individuals who need to complete a self assessment tax return and make direct payments to HMRC in respect of their income tax, Classes 2 and 4 NI, capital gains tax or High Income Child Benefit Charge liabilities. 

The balance of any outstanding income tax, Classes 2 and 4 National Insurance, capital gains tax and High Income Child Benefit Charge for the year ended 5th April 2020 was due for payment by 31st January 2021.  Where the payment is made late interest will be charged. On 3 March 2021 a late payment penalty of 5% will be added to the outstanding liability. 

If we have already dealt with this matter on your behalf you need take no action.

Wednesday 31 Last minute planning for tax year 2020/21

The final deadline of 5th April 2021 is relevant to individuals who have not considered year end tax planning issues.  These issues include:

  • utilising your annual capital gains tax exemption
  • utilising your annual inheritance tax exemption for gifts
  • utilising your annual Individual Savings Account investment limit (ISA)
  • making additional pension contributions for 2020/21.

Please do get in touch if you would like any further advice on these or any other issues.