How to navigate complex tax returns

Tax season can feel daunting – even for the most organised of taxpayers. While many returns are simple, certain sections quickly become complex, and small mistakes can lead to stress or even penalties.

In our latest podcast episode, Leonora Stevens and Mike Hodges explore the trickier parts of a self‑assessment tax return and share practical strategies to help you stay confident and compliant.

They explore:

• Foreign income and gains – navigating double tax relief and exchange rates,
• Capital gains – property, shares, and even crypto,
• Pension contributions and reliefs – annual allowance, carry forward, tapered allowances,
• Gift Aid and charitable donations – timing matters, and
• Other key reliefs and allowances to be wary of.

Whether you’re filing for the first time or refining your approach, this episode gives you practical insights to stay ahead of deadlines and avoid costly mistakes.

For more Private Wealth podcasts, head to: www.saffery.com/insights/podcasts/

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