Run a Tax Health Check
A 30-second scan of your allowances and reliefs that scores your position and surfaces the savings — and the risks — you’d otherwise miss.
Connect your data
Link HMRC (and your bank, if you like) so the check runs on your real numbers rather than guesses.
Step by step
The same journey, written out — so you can read it at your own pace.
- Connect your data
Link HMRC (and your bank, if you like) so the check runs on your real numbers rather than guesses.
- We scan your allowances
Every allowance and relief is checked — ISA, pension annual allowance, the dividend and savings allowances, the CGT exemption and more.
- See your score
A single health score, then ranked savings opportunities and risk flags — the £100k trap, an unused ISA, missing higher-rate relief.
- Act on a recommendation
Each opportunity comes with the numbers and a one-tap action — model the move, then carry it through to your return.
Common questions
Is this advice?
It’s personalised information and modelling, not regulated financial advice. It shows you the allowances and reliefs you’re not using and what they’re worth — you decide what to act on.
Does it work for US taxes?
Yes — the US health check looks at 401(k)/IRA headroom, the HSA, capital-gains harvesting and bracket management, with its own score and flags.
See what you’re leaving on the table
Run a free Tax Health Check — get your score, your ranked savings and your risk flags in under a minute.
Run my checkThis guide is general information, not personal tax advice, and reflects the rules we believe to apply as at June 2026 — rates and thresholds change. Always check your own figures against HMRC / the IRS and consider a qualified adviser before acting. You remain responsible for the accuracy of anything you file.
Go deeper
The full guides and articles behind this journey.
Why earning between £100,000 and £125,140 can cost you 60p in tax on every extra pound — and how to climb back out.
How relief actually reaches your pension, the £60,000 annual allowance and taper, carry forward, and life after the Lifetime Allowance.
Relief at source only adds 20% at the pump. Higher and additional-rate taxpayers have to claim the rest — and millions never do.
More flight plans
File your Self Assessment
From a blank return to filed-with-HMRC in one sitting — your figures pulled in, the maths checked, the SA100 submitted.
Build & file your company accounts
Turn a year of bank transactions into FRS 105 micro-entity accounts and file the iXBRL to Companies House — without a spreadsheet in sight.
File your Corporation Tax (CT600)
Carry your accounts into the CT600, let us handle marginal relief and the adjustments, and file the return plus computation to HMRC.