How to avoid HMRC self assessment tax investigations - AVOID THESE MISTAKES!

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  • Опубліковано 21 лис 2024

КОМЕНТАРІ • 303

  • @IngoKociper
    @IngoKociper 8 днів тому +231

    One question, please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with a low percentage on my $236k portfolio and try to keep everything around 10%.

    • @ChristophersHoyts
      @ChristophersHoyts 8 днів тому

      I've always advised the investors I know to exercise caution when it comes to new buys, especially right now. You should thread the market with the guidance of a qualified specialist or reliable counsel if you don't know where to look.

    • @JuneTalley
      @JuneTalley 8 днів тому

      @@ChristophersHoyts I deal with an investment advisor for this reason. I currently have over $800k invested in a diversified portfolio that has grown exponentially and is suitable for all market seasons. Our current project for this year is a more concrete ballpark target.

    • @IngoKociper
      @IngoKociper 8 днів тому

      @@JuneTalley How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

    • @JuneTalley
      @JuneTalley 8 днів тому

      @@IngoKociper The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.

    • @IngoKociper
      @IngoKociper 8 днів тому

      @@JuneTalley I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip.

  • @tomaszkarpinski5767
    @tomaszkarpinski5767 7 місяців тому +5

    Your explanation earned You a new subscriber. I typed into Google and YT things like self-assessment, starting business masterclass, etc. One of the first things I opened was this video. A long time ago I had an unsuccesfull business and as preparation I attended half day course and purchased 30 pounds worth book. Within Your 15-minute video I gained more knowledge than from that course. And I am talking from a perspective of already having a bit of experience.

  • @counterleo
    @counterleo Рік тому +93

    Today in this video I will show you that answering 'yes' to the "Are you bringing a bomb on this plane" question on your US customs form will increase the likelihood of being subjected to an investigation

    • @cryptorichierich1597
      @cryptorichierich1597 Рік тому +4

      Lol - exactly this

    • @malcolmthomas180
      @malcolmthomas180 Рік тому

      Ooh err should I say no???

    • @charlieminaj2
      @charlieminaj2 Рік тому

      @@malcolmthomas180 don't respond they only want your signature lol

    • @majordelays4909
      @majordelays4909 Рік тому +2

      “All comments made in jest will be taken seriously.”

    • @ohnoitisnt
      @ohnoitisnt Рік тому +2

      Here in england people need it explaining to them that the taxman is not a fiendly person to be trusted and nor do you want to be inviting them into your life.
      If you go so far as trying to reason that the government is unethical and does things with your money you might not agree with you will be met with resistance and fear

  • @johntheaccountant5594
    @johntheaccountant5594 9 місяців тому +10

    As an accountant; I do not let any of my clients trade as self employed.
    My clients all operate with a UK limited company and are on the payroll of that plus dividends.
    I charge £515 a year for the limited company accounts and corporate tax computation and confirmation statement and personal tax return.
    This puts them in a better position if they need to sign on and/or claim Universal Credit in the future.

    • @21ARUNDEL
      @21ARUNDEL 9 місяців тому +1

      To be clear for people who do not know. ..an accountant cant force a particular structure on anyone for their business.
      They can only advise after giving an unbiased fact based view of the alternatives . Not all people/businesses have the same concerns or needs.
      Accountants are professional ADVISORS.

    • @GlasPthalocyanine
      @GlasPthalocyanine 9 місяців тому +2

      That makes sense. We're being pushed off WFTC and I can't see anyway of separating business income from our "own" money without creating a limited company. We make almost all our income at Christmas. It's not savings. We have to pay rent, rates and utilities on our workshop all year round. Our income and expenses are actually fairly predictable if you look at them annually. We've been doing this for 25+ years! It wouldn't be a problem to plan what we pay ourselves.

    • @21ARUNDEL
      @21ARUNDEL 9 місяців тому

      @@GlasPthalocyanine open a separate bank account and/ or have a separate credit card that you pay off 100% within the interest free period. Its tempting to over complicate things.🙂

    • @johntheaccountant5594
      @johntheaccountant5594 9 місяців тому

      @@GlasPthalocyanine As an accountant, you must be crazy not using a limited company. You use the word "we" so implicates there are more than one of you. One of those could be made redundant and get unemployment benefit during the slack period. Dividends are investment income, not earned income. Think about it ! Running a small business in these times, with red tape and government policies is hard and one has to protect ones self and be flexible for situations.

    • @dillywally526
      @dillywally526 Місяць тому

      Do have a way I can contact you for a price? I need an accountant soon

  • @barttfisher
    @barttfisher 6 місяців тому +56

    The tax code seems overly complex, making it difficult to identify the most tax-efficient strategies for my income and investments. Are there resources available to help me understand relevant deductions and credits that could maximize my after-tax returns?

    • @PennyBergeron-os4ch
      @PennyBergeron-os4ch 6 місяців тому +1

      You're right, the code can be a beast. There are definitely resources available to help you understand deductions and credits. The IRS website has a wealth of information, but for a more personalized approach, consider consulting with a tax advisor who specializes in investments. They can help you identify strategies that maximize your after-tax returns.

    • @HildaBennet
      @HildaBennet 6 місяців тому +1

      One of my goals is to employ the service of an asset-manager this year. I've seen some off social media but wasn't able to get a response. Could you recommend one?

    • @HildaBennet
      @HildaBennet 6 місяців тому +1

      I searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you

    • @sprPee
      @sprPee 5 місяців тому

      @@PennyBergeron-os4chWRONG COUNTRY SPAMMER

    • @orcharddweller1109
      @orcharddweller1109 Місяць тому

      ​@@HildaBennetDon't do it. They typically charge at least 1% and often 3% per annum of the capital for
      Value they are advising on. Rip off.

  • @johnmckinlay9538
    @johnmckinlay9538 4 місяці тому +14

    About 15 years ago I foolishly decided to complete my self assessment and submit it in July, which I now regret. I believe they investigated me because I submitted it too early and they had nothing better to do.

    • @neilbobbett
      @neilbobbett Місяць тому

      Nonsense

    • @vadoksam9235
      @vadoksam9235 11 днів тому

      @@neilbobbett Yeah IKR. That is complete garbage. HMRC love early returns, hate late ones.

  • @andrewcarter7503
    @andrewcarter7503 Рік тому +21

    You missed out ticking 'yes' to the question about whether you've used estimates in the figures in the tax return. If those estimates are not corrected by actual figures before the enquiry window closes, HMRC will start an enquiry into the estimates used.

  • @GabriellaTavini
    @GabriellaTavini Рік тому +15

    Super clear and helpful! Love how you broke this down into segments too. Thank you!

  • @hairyferrit
    @hairyferrit Рік тому +9

    A significant number of HMRC enquiries are just random. Ticking "No" to any of those boxes at the start can also trigger an enquiry if HMRC are aware it should have been Yes. A review of the return is NOT an enquiry as HMRC are allowed to correct clear errors on the return such as adding up two boxes incorrectly.

  • @tonykelpie
    @tonykelpie 10 місяців тому

    1 Know the rules 2 Submit your return in good time 3 Make full use of appropriate expenses claim (many people don’t) 4 Keep good records. The majority of people don’t make best use of the tax rules

  • @helinghaus
    @helinghaus 11 місяців тому +3

    as a self employed person i see lots of information of car allowances of commuting you cannot claim. But i am still unsure if i can claim a percentage for car expenses excluding fuel of course. As in road tax, repair costs, insurance etc. i do not use the car for business other than to and from work.

    • @bikeman123
      @bikeman123 10 місяців тому +2

      No. Unless it is a business owned vehicle your costs are limited to the approved mileage rate for business use. That would exclude commuting to your normal place of work.

  • @Topheeeee
    @Topheeeee Рік тому +9

    I always like to add a little joke in the white space for the person checking my tax return :)

  • @Pooter-it4yg
    @Pooter-it4yg 9 місяців тому +3

    General principle is not to take the piss - ie don't claim to live on a pittance or have a huge amount of expenses even if both are true. A lot of people fall foul of the latter. In terms of time, work, stress and often expense involved in a full investigation you're better off underdeclaring exes and paying a bit more to avoid being flagged. Unfair yes, but that's life.
    I got wildcat audited several years ago and it's not fun. If it happens to you, don't make my mistake - take someone along with you, even if it's just a friend, so you have a witness at the interviews. Some agents have a vindictive streak and see themselves as "tough cops"...

    • @gatekeeperboxing5898
      @gatekeeperboxing5898 Місяць тому

      So what happened that made you want to have someone else there in future ?

    • @Pooter-it4yg
      @Pooter-it4yg Місяць тому

      @@gatekeeperboxing5898 Basically they realised early in the first interview that I was legit but seemed to have to cover their backsides by trying to intimidate me. Eventually I said I wanted the case kicked up to a supervisor, who was apologetic but I did agree to pay a couple of hundred quid "correction" just to make the hassle go away. I didn't actually agree with their reassessment but I didn't care by that point.
      Literally things like slapping down a picture of the front of my small home, photographed from the street (pre Google era), and saying "are you asking us to believe that you don't have a lodger paying cash?" And you have to play yes sir, no sir, three bags full sir with them.
      I repeat - take a witness. it's not so much about being able to keep your cool, it's about not having to put up with unreasonable treatment.

  • @professorb4286
    @professorb4286 10 місяців тому +9

    I’m a professional in my area of business and get paid well for it.. an accountant is a professional in this area so my advice is use an accountant it’s the best money you’ll spend 💯

    • @Pooter-it4yg
      @Pooter-it4yg 9 місяців тому +4

      A lot to be said for that but I'd make two points. 1. Accountants are much like lawyers in that you have to do most of the work for them anyway. 2. For a lot of people the cost of hiring an accountant isn't justified by the amount they make.

  • @kimballentyne3482
    @kimballentyne3482 7 місяців тому +2

    Thanks for sharing. What happens if someone has NOT included finances in their Wise online merchant bank account for the last 3 years (might be connected to inheritance issues), and includes England and Spain?

  • @AndrewVanDay
    @AndrewVanDay Рік тому +6

    Question: for 2022/23 if taxable income is between £6725 and £11908 Class 2 is paid for me and I pay nothing and my pension record is full for that year. If I fall below £6725 I don't have to pay, but I do have to make a voluntary contribution of £162.80 if I want my record to be full (which is crazy). If I declare £6730 will that be a red flag to them as I have cleared the threshold by a fiver and saved money? If my receipts are over £6725 but my allowable expenses take it below, I am not obliged by the rules to claim those expenses am I?

  • @Chris-uk.
    @Chris-uk. Рік тому +6

    you cart even trigger them to answer the phone.

  • @marketingmixture
    @marketingmixture Рік тому +1

    Very useful / my first year of self assessment form without a financial advisor

  • @bigtorrisi
    @bigtorrisi Рік тому +5

    I fear that if I click on these sort of videos, the HMRC will spot this and think I have something to hide so I never do...oh wait....arhh.....

  • @JoannConrath-n6w
    @JoannConrath-n6w 2 місяці тому

    Thank you so much for your hard work! 😊 I’ve got a question: 🤨 I have these words 🤨. (behave today finger ski upon boy assault summer exhaust beauty stereo over). Not sure how to use them, would appreciate help. 🙏

  • @Marta.L
    @Marta.L Рік тому +2

    Thank you for great tips! Good job ;) I have an additional question :) And if I have a letter requesting a deferred penalty for a delayed testimony, can I attach it under the white space?

  • @charlieuliginosa2494
    @charlieuliginosa2494 7 місяців тому

    Can I correct a point made on the number of sales? You aren't limited to 30 sales before paying tax, however there's a £1,000 income tax allowance. Platforms are however, required to notify HMRC of sellers makes more than 30 sales in 12 months. That's not an issue as long as the seller makes less than £1,000, in sales (not profits).

  • @davidhoins4588
    @davidhoins4588 Рік тому +112

    Just ask any Tory MP they're Very good at avoiding paying taxes

    • @chiefgilray
      @chiefgilray Рік тому +3

      Oooo snap... Stop voting for them then

    • @chiefgilray
      @chiefgilray Рік тому +4

      @@skylareds1 both, stop the pendulum of power

    • @simonrodgers2375
      @simonrodgers2375 Рік тому +4

      ​@@skylareds1apparently it's just the Conservatives who are guilty of doing things, apparently.

    • @kevatnorthfield
      @kevatnorthfield 11 місяців тому +7

      Just being an MP is good enough

    • @thetruthwillwinoneday
      @thetruthwillwinoneday 10 місяців тому +11

      All politicians…not just the current scumbags.

  • @tomalison7866
    @tomalison7866 Рік тому +1

    the question regarding 'were you an employee.... it also states agency worker. if i have been paid through a construction company direct with CIS & worked for an agency who paid me through CIS via a payroll company.. what should i tick>?

  • @ilia9401
    @ilia9401 2 роки тому +5

    Liked and Subbed! Thank u so much Awesome channel man! Very well presented and practically explained, just what I needed!

  • @RamsesHuchani
    @RamsesHuchani 2 місяці тому

    Great analysis, thank you! I have a quick question: I have a SafePal wallet with USDT, and I have the seed phrase. (air carpet target dish off jeans toilet sweet piano spoil fruit essay). What's the best way to send them to Binance?

  • @MichaelKarma1
    @MichaelKarma1 Рік тому +1

    Brilliant - what do you do with loans on self assesment if your a sole trader.

  • @mrexpress8002
    @mrexpress8002 Рік тому +2

    I am an employee paying PAYE and NI. I have never filled in a self assessment form but I might just have to next year. I have some dividends. I know i have to pay 8.75% on anything above £500. It seems I have to answer all these questions which seem irrelevant to me.

    • @davideyres955
      @davideyres955 10 місяців тому

      Move your shares into an Stocks and Shares ISA. Dividends are then tax free.
      You may be able to do this in a single transaction ie sell and buy at the same moment pretty much. If you exceed your allowance for capital gains for that year then you’ll have to pay that tax but that is a fair amount per year.

    • @Nina-e4v
      @Nina-e4v 7 днів тому

      @@davideyres955can you give an example please?

  • @Annie-yv7rc
    @Annie-yv7rc 10 місяців тому +1

    It’s a nightmare costs me £1000 for an account to pay few hundred in tax in the past. I’m old and it’s complicated. I pay paye and have no other income now

    • @tax2ulimited
      @tax2ulimited  10 місяців тому +1

      I understand tax return can be complicated, but to have someone help you it should not cost £1000. Depending on your personal situation we can provide a competitive price, just sends us an email to info@tax2u.co.uk

  • @ajdindindic588
    @ajdindindic588 3 місяці тому

    PLEASE HELP! Does this mean i dont need to do self assessment after all??? I talked with an accountant, he said: As long as you remain a non UK resident, if you pay yourself dividend, the dividend income is classed as disregarded income. Therefore, as long as you have no other UK income, you will not pay tax on the dividend you receive from the company and you will not need to complete self assessment

  • @bobcannell7603
    @bobcannell7603 Рік тому +9

    What I get from this, if they already know about money don't be stupid and try lying. If there's money they can't know about, don't tell them. And don't say any more than you need to tick the boxes and keep the computer happy.
    HMRC are so short staffed they don't look at incomes under £100k. Because whatever they might recover would not pay for the extra work involved.

    • @utubeape
      @utubeape Рік тому +1

      but they also have computer programs that look at the average income vs costs for particular fields, and if yours is well out the software will flag it

    • @celiahall6168
      @celiahall6168 Рік тому +1

      That’s a good summary… what they don’t know about… less is more etc. I guess to avoid being picked up on the algorithm you need to avoid big fluctuations year on year 😊
      Where did the £100k threshold come from though…

  • @cobbler40
    @cobbler40 Рік тому +11

    The rules are so complex. Who understands them ?

    • @bitten4life
      @bitten4life Рік тому

      No-one really, it's designed like this to push people to be PAYE employees.

    • @markeystephen3074
      @markeystephen3074 10 місяців тому

      I fall into the same thing like you, I find it extremely difficult and frustrating at times, i am so confused each and every time I get one, with it being online nowadays, it is just as difficult and frustrating, leaving me feeling really anxious, and sometimes trying to get through to them is a very stressful, difficult and frustrating process, am thinking nowadays is self employed really worth it?

    • @psychonaut689
      @psychonaut689 9 місяців тому

      The rule is "pay your tax". If acting in good faith you probably won't have anything to worry about. If they know something they will get their money one way or another. Remember that you have drug dealers earning 50k+ and paying no tax. They won't get away with this forever. You making a mistake that means a few quid here or there doesn't make a great deal of difference to any one.@@markeystephen3074

  • @gr4cetube
    @gr4cetube 9 місяців тому

    Brilliant channel and content!!
    Quick question for you, every year there is an allowance for capital gain, and I think the way it's explained on HMRC website is not 100% clear regarding what to do.
    If your capital gain is below that allowance you don't have to pay taxes but, do you have to declare it? Even if you are not required to do the tax return for other reasons, would that mean that whatever is your capital gain you will now have to submit a self assessment and if the amount you earned is below that allowance HRMC simply says... ok you are good

    • @bilyanahristova3183
      @bilyanahristova3183 9 місяців тому

      If you're in self assessment and hmrc has sent you a notice that they expect you to file a return, you have to do regardless of your income. Now, being in self assessment doesn't necessarily means being self-employed. You can be paye and still be expected to file a return. But if you have self employment income, even if it is less than 12500 you 100% have to declare it because if you don't, the revenue has no other way of finding out. Hope it makes sense.

    • @gatekeeperboxing5898
      @gatekeeperboxing5898 Місяць тому

      @@bilyanahristova3183 As far as I know if it is less than £1000 you do not have to complete a tax return at all.

  • @stshar900
    @stshar900 6 місяців тому +9

    Kier Starmer knows more about voiding tax . And all the Labour millionaires..

    • @MrEdrftgyuji
      @MrEdrftgyuji Місяць тому

      It is much easier when you can have laws passed that only apply to you.

    • @goldenalex
      @goldenalex Місяць тому

      get a life

  • @Bob_too
    @Bob_too Рік тому +3

    Property Rental Income changed because of Form 17 split between married couple (from 100/0 to 50/50%). Should notes on this change be entered in the White Space Notes or will having a Note be more likely or automatically initiate tax enquiry than no note at all, but with a big change (50%) in Property Income/Expenditure figures ?

  • @celiahall6168
    @celiahall6168 Рік тому +4

    What about if you take the £2k director dividend (I believe it’s tax free) and no other income from an Ltd AND you have a full time PAYE salary. Is that also ‘no income from the LTD’

    • @PJ-om2wq
      @PJ-om2wq Рік тому +3

      I do this. I have a full-time job and I am the director of a limited company at the same time. The limited company has no employees and pays no wages. All profit is paid as corporation tax and dividends. HMRC have never had a problem with it, but I read that the tax free limit on dividends is going to be reduced over the next few years anyway.

    • @PJ-om2wq
      @PJ-om2wq Рік тому +2

      I declare my directorship on my self assessment, even though it isn't paying a salary. In the video he says it isn't necessary, but, the tax return asks if I'm a director, and I am, so I put yes. Then under income I put zero, and I put my dividends in the dividends box. It's pretty simple.

    • @tonyh1460
      @tonyh1460 Рік тому

      Hi PJ, I'm in exactly the same situation, having gone from outside to inside IR35 so taxed at source
      I also get £2,000 dividends from a side hustle but no income.
      Thanks for clarifying

  • @SHiggy50
    @SHiggy50 2 роки тому +6

    Thanks, this was good. Nice and clear.

  • @shiriajin
    @shiriajin 10 місяців тому

    Hello: thanks for this video. What if you are employed in the UK but you also have a job with a previous employer in a foreign country but you still work for that employer when you reside in the UK? How would that be entered in the self-assessment?

  • @jj5664
    @jj5664 11 місяців тому +3

    does this apply to PAYE?

    • @gatekeeperboxing5898
      @gatekeeperboxing5898 Місяць тому

      No, if you are working and paid via PAYE, you do not have to fill in a tax return as long as you have no other income that exceeds £1000.

  • @Chris-wn8zs
    @Chris-wn8zs Рік тому +3

    So can a person who is just employed by someone or an organisation submit a self assessment return?

  • @heyfuckthepeople
    @heyfuckthepeople 6 місяців тому

    Hi - I have a question; if I have a side hustle (self-employed) but the service I provide is outside of the UK (and so I make £0 in the UK, and less than £1k in another European country): 1. Does the Trading Allowance apply to me at all? 2. Do I declare this as second employment OR declare it as foreign income? Thank you in advance!

  • @DarrenB-b1i
    @DarrenB-b1i 7 місяців тому

    I had 5 employments,using utr number.do I still answer no for first question.And yes for self employment?

  • @Lamby1010
    @Lamby1010 Рік тому +2

    I claimed for uniform food travel to work ect I’m not self employed , a while later I started getting fine letters from hmrc . I don’t know why?

    • @ColinDyckes
      @ColinDyckes Рік тому

      You have to declare those items as benefits. Some may be allowable.

  • @MARTINA-gc3tq
    @MARTINA-gc3tq Місяць тому

    I am going to use Angela Rayner's accountant/tax adviser……

  • @KdeB
    @KdeB 9 місяців тому

    Wonderful video Adam, excellent in fact

  • @deborahsyrett7632
    @deborahsyrett7632 2 місяці тому

    Quick question - I've just set up a DORMANT ltd company and am being asked to 'Register for HMRC taxes'. The company will remain Dormant & its only me - what do I need to register for please?

  • @ayotayo9272
    @ayotayo9272 7 місяців тому

    If your additional/temporary work is locum in your primary place of work[same placewhereyouwork], can you claim a tax return from it

  • @RTJ3DCosplay
    @RTJ3DCosplay 2 роки тому +2

    thank you for explaining this but i run a separate UA-cam channel (uk based) that recently (3 weeks ago) got monetized id like to know:
    1) how do i register this (self employed) ,
    2) do i need to file a tax return right away or wait till April 2023?
    3) HOW do i fill this out as being a youtuber is my ONLY job.

    • @tax2ulimited
      @tax2ulimited  2 роки тому +5

      I have videos covering most of these points on my channel if you find that an easier way to learn. Congrats on the youtube channel. As you have just started earning that self employment would likely fall into the 22/23 tax year which doesn't finish until 5th April 2023 and the tax return wouldn't be due until 31 January 2024 so you have plenty of time to research. Check out the other videos on my channel because i have a full tutorial on both registering as self employed and completing the self assessment tax return.

    • @whome5810
      @whome5810 Рік тому

      @@tax2ulimited Great video, thanks very much! I have subscribed! I have a couple of questions that I hope you will be able to answer:
      1. With the question "Did you incorrectly claim an amount of coronavirus support payment?" What do you do if you didn't claim any coronavirus support payments? It does not appear to be an optional question, so I assume you tick no, rather than just not ticking anything?
      2. On the final page just before you submit the return it says "I declare that I have included all coronavirus support payments that I have received" "You do not need to complete this box if your only support payments received were as a result of being furloughed as an employee". This box IS optional, so would I be correct in assuming if you did not receive any coronavirus support payments that you can ignore this question and not tick the box?
      Thanks for you help!!
      Cheers. :)

  • @jakemiller2147
    @jakemiller2147 Рік тому +2

    Do you offer accounting work privately for £? Looking for an account to sort through my books in my area however having no luck.

    • @Nina-e4v
      @Nina-e4v 7 днів тому

      Was it sorted for you?

  • @ukasiak2989
    @ukasiak2989 22 дні тому

    If I registered myself as a a self employed in 2021 and in last year stop trading so my turnover was less than 1000 pound , do I need declare for example 500 turnover from self-employed in my self assessment, or just skip that part ?

  • @Jaawzy
    @Jaawzy 7 місяців тому

    How long does it take to get the money really after you've completed self assessment?
    Ik it says 2 weeks but is it a few days usually??

  • @howardmckenna
    @howardmckenna Місяць тому

    Avoided tax all my life. Just slipped under the radar, no contact!

    • @ASD_gs
      @ASD_gs 18 днів тому

      It’s probably because u were already getting taxed from your primary job

    • @howardmckenna
      @howardmckenna 18 днів тому

      @thesharpedge_1 ... Self employed mate.

    • @howardmckenna
      @howardmckenna 18 днів тому

      @@ASD_gs... I'm self employed. Subcontracting for courier companies.

    • @howardmckenna
      @howardmckenna 18 днів тому

      @@ASD_gs... I'm a self employed courier. I subcontract. I'm "supposed" to take care of my own tax affairs, which I do by completely ignoring it and keeping all my money!

    • @ASD_gs
      @ASD_gs 18 днів тому +1

      @@howardmckenna interesting.. you might as well look into trading the stocks market with this persona ..

  • @ionutzvl1653
    @ionutzvl1653 6 місяців тому

    Hi what if I have some money in credit for few years , I always claim refund but the money don’t go in my bank account they stay in credit , I ring them and they said like they will send my case to security check, and let me know what happens, but no answer from them in last years , what can I do ? Thanks

  • @mrmagoo2654
    @mrmagoo2654 Рік тому

    I used Tommy's tax and now I owe all the money back to HMRC including Tommy's tax fees which they won't pay back!

  • @magdalenak_s_l2107
    @magdalenak_s_l2107 Місяць тому

    Do I have to provide bank statements to hmrc enquiries? As some instances peopel say is bad idea to give them

  • @pauldavidUK
    @pauldavidUK 10 місяців тому

    Crystal clear, very well explained, thank you.

  • @SavvyMoneyShow
    @SavvyMoneyShow Рік тому

    Seis loss relief can that be applied against anything or only a certain gain

  • @peteneville698
    @peteneville698 Рік тому +1

    Does company director "benefits" include dividends from that company even if no salary is paid, or would that already be asked esewhere on the return?

    • @MarkHewitt
      @MarkHewitt Рік тому +1

      If you look at the Employment pages, at the bottom of the page you will find find boxes for Company Cars and Vans, Fuel for company cars and vans, Private medical and dental insurance. These are the benefits and normally come from the Form P11D.

  • @moostler4983
    @moostler4983 11 місяців тому +1

    really useful information thank you

  • @JoanSilversword
    @JoanSilversword Рік тому

    I have to do a self Assessment due to having a rental income. Where does the tax that I have already paid on my pensions go on the form. Thank you.

    • @MarkHewitt
      @MarkHewitt Рік тому

      If you go to Page 3 of the core return, your state pension is entered in Box 8.
      With respect to private pensions, the amount before tax is entered in Box 11 and the tax deducted in Box 12.

  • @bobyalex3d
    @bobyalex3d Рік тому +2

    Can you deduct any ammount of investment loses which are not related to the self employment business? For example lost of xxx£ to investment to another place.

  • @charlescarter9600
    @charlescarter9600 Рік тому

    if you send your return through the post send it recorded delivery because they tell you you submitted late and fine you 100 pound ,i posted in may and they told me they did not receive it till January the following year

    • @carolined5923
      @carolined5923 Рік тому

      You should have got a receipt of postage for it,

  • @_J4CK4L_
    @_J4CK4L_ 16 годин тому

    Thank you

  • @mikehurley5052
    @mikehurley5052 Рік тому

    Can i claim back tax paid on cashing in a private pension when i am not resident or working in UK. thanks.

  • @kenhickford6581
    @kenhickford6581 Рік тому +2

    What is a 'Tax Avoidance Scheme'?

    • @migi7787
      @migi7787 Рік тому

      🤣🤣🤣🤣best question! i see future monetization in someone printing a comprehensive dictionary on different words to express God knows what meaning, in taxation terminology😁. For example, I consider myself very lucky to come across this video, as I nearly submitted the thing, with answering NO to self employment, which obviously is wrong, since I still made some profit, but under 1000; as a matter of fact, I dont even see the point of the question anymore, since it is a MUST to declare anyway the income( be it even ZERO) from self income, so that the ALGORITHM😂😂😂😂 can succeed to bring out the amount of tax owed for both employment and self-employment... Or maybe I am wrong? How can something so simple become so confusing? And why? What is the purpose?

  • @jammybaby76
    @jammybaby76 8 місяців тому

    Really clear video thank you

  • @charlieminaj2
    @charlieminaj2 Рік тому +1

    i'm prevented from using the government gateway service, because i dont have photo id, and i cant according to them confirm who i am its a win win,

  • @ishratiqbal7921
    @ishratiqbal7921 Рік тому

    I am Foster Carer. I have just returned my self assessment. I haven't been taxed. What would money for fostering be termed as?

    • @jane-fw4nh
      @jane-fw4nh Рік тому

      Unless you’re earning a lot, foster care income is not taxable even though you have to go through the rigamarole of filling in self assessment.I gave up fostering because of the stress of self assessment only to declare fostering income

  • @GregQchi
    @GregQchi Рік тому +11

    Useful video, Adam, thanks... only one small thing: it's "Aitch" M R C never "Haitch" :)

    • @clare8871
      @clare8871 Рік тому +3

      It isn't incorrect. 'Hatich' is how I was taught in school. Different backgrounds and regions have different ways of pronouncing all kinds of words and letters. Just because it isn't your way doesn't make it wrong.

    • @GregQchi
      @GregQchi Рік тому +6

      @@clare8871 nope, you were taught by someone who mispronounced it. It's "aitch"

    • @clare8871
      @clare8871 Рік тому

      @@GregQchi So I'm doing you the grace of not saying you're wrong because it doesn't matter as we all have different ways of saying things and you come back to saying I'm not educated. Lovely. UA-cam commenters never fail to be dicks.

    • @clare8871
      @clare8871 Рік тому

      @@GregQchi Also, sentences should start with a capital letter.

    • @GregQchi
      @GregQchi Рік тому +1

      @@clare8871 if it doesn't matter then why are you replying? It's "Aitch".

  • @og7227
    @og7227 Рік тому

    What is too much expenses on self employed return before red flag if you earned 50 k

  • @slawomirsiekie8075
    @slawomirsiekie8075 Рік тому

    I've never been self-employed, HMRC claims I am even though I've been working for a company or agency for 16 years, now they're asking me for a tax refund they're collecting arrears from my payslip every month what can I do about it?

    • @carolined5923
      @carolined5923 Рік тому

      Write to them explaining and ask why, you maybe down on one or all of their payrolls as self employed.

  • @MrEdrftgyuji
    @MrEdrftgyuji Місяць тому

    Technically, holding money in an ISA is "tax avoidance".

  • @adebayoizra5179
    @adebayoizra5179 9 місяців тому

    As a self-employed can I pay my tax as I earn?

    • @tax2ulimited
      @tax2ulimited  8 місяців тому

      No, you can set some money appart on monthly basis and , you can only pay your tax once Submit Your Tax Return

  • @jamesoriordan609
    @jamesoriordan609 10 місяців тому

    Very supportive. Thank you

  • @dja1000s
    @dja1000s 8 місяців тому

    How can I ask you a question in private please?

  • @floridahummer
    @floridahummer 9 місяців тому

    i have crypto i bought over the last couple of years but haven't sold any, do I need to panick? i earn the minimum wage.

    • @tax2ulimited
      @tax2ulimited  8 місяців тому

      No need to panic. If and when you seel, you simply need to pay tax on the capital gain , if any gain happes at the moment you sell.

  • @owlchemistart
    @owlchemistart 10 місяців тому

    I still used that white space to say how much I made, because it was less than that £1000 but I didn't write the amount anywhere previously, is it going to be investigated?

    • @tax2ulimited
      @tax2ulimited  10 місяців тому

      Most probably not, but HMRC sometimes does random investigations.

  • @kristiyannikolov8473
    @kristiyannikolov8473 2 роки тому +1

    In my job we are using TaxCalc which is quite expensive. I started my practice and need cheap software for Sa100 ct600. Can you please recommend me something? Btw You speak very clearly and you seem pretty smart

  • @davidhaynes5698
    @davidhaynes5698 9 місяців тому

    I got compliance checked and ended up 400 quid better off after 😅

  • @David-Field.Stuff01
    @David-Field.Stuff01 10 місяців тому

    Never say that any of your tax return figures are provisional.

  • @readmore7180
    @readmore7180 9 місяців тому +3

    Why would anyone avoiding tax then tell hmrc thry are avoiding tax!!

    • @MC-pg2ko
      @MC-pg2ko 3 місяці тому

      Heard of turkeys voting for Christmas?

    • @ASD_gs
      @ASD_gs 18 днів тому

      someone people just like telling ..

  • @bigjonesy2815
    @bigjonesy2815 2 роки тому

    Can you claim tax back of sies grant

  • @xXNekou
    @xXNekou 2 роки тому +1

    In the blank space where I can add stuff - is it helpful to explain roughly what my expenses were (e.g. as a tattoo artist I bought tattoo machines and ink)? Or is it useless information?

    • @andrewcarter7503
      @andrewcarter7503 Рік тому +2

      If you're filling in the self employed pages, there's already boxes to list expenses incurred in your trade.
      If you're really not sure what you're doing, consider using an accountant.
      I frequently encounter people who have saved a few hundred quid by doing it themselves and cost themselves thousands in tax by doing so.

  • @missNeb
    @missNeb Рік тому +2

    how do i say to them that i am not self employed now

    • @wellnessfun4444
      @wellnessfun4444 Рік тому +2

      There is a question about when you ceased trading early on in the Assesment

    • @BlyatimirPootin
      @BlyatimirPootin Рік тому

      Or just call them and tell them.

    • @ceribinding4222
      @ceribinding4222 Рік тому

      You have to do both. I answered the question about ceasing trading but got a £100 fine for not completing a self assessment the next time around.

    • @BlyatimirPootin
      @BlyatimirPootin Рік тому

      @@ceribinding4222 you should appeal the penalty.

  • @JamieW-o7b
    @JamieW-o7b 3 місяці тому

    It was supposed to take more people out of tax and simplify things! How quickly it was turned to mass entrapment!

  • @truemagwara1235
    @truemagwara1235 Рік тому

    Thank you for sharing.

  • @Wayne-wm6wq
    @Wayne-wm6wq 8 місяців тому

    I dont complete anything i dont pay tax I would never give my name for contract i could never find it in law about paying tax

  • @jonathandavidpope7812
    @jonathandavidpope7812 2 роки тому +2

    very helpful

  • @MariaSilva-vi6xj
    @MariaSilva-vi6xj 2 роки тому

    I left my previous job on January and then started to work as self employed.
    Do I click yes when asked “we’re you an employee blá-blá-blá?”

    • @hairyferrit
      @hairyferrit Рік тому

      Yes to both, you can be employed and self employed at the same time.

  • @danielhanson4673
    @danielhanson4673 Місяць тому

    I been employed for years and never had to fill a tax return but for some reason I got a letter from hmrc saying I have to fill a self assessment. Can anyone help me out on what I’m supposed to do?

    • @ASD_gs
      @ASD_gs 18 днів тому

      Maybe you made some profits from your trading

  • @thelibrarian3734
    @thelibrarian3734 Рік тому +1

    I just told them I’m not paying tax anymore as I am not lawfully obliged too.

  • @indonesiaexploreuk5672
    @indonesiaexploreuk5672 7 місяців тому

    hi what happens if i put 21000 turn over instead of 21700. ive just got cis ive miscounted 700. but ive submitted and its saying im due tax return and ive request the money. what will happen? thank u

    • @bluegtturbo
      @bluegtturbo 7 місяців тому

      Almost certainly absolutely nothing since the HMRC is chronically understaffed and they have much bigger fish to fry than a percentage of your 700

  • @spivvo
    @spivvo 2 роки тому +3

    Great channel.... I am 57 and for the last ax year have not been an employee and derive all my income from dividends on shares. Does this mean I am "self employed" ? many thanks in advance.

    • @wesverine5399
      @wesverine5399 2 роки тому +2

      No is the simple answer. You have a holding/share of the company.

    • @samanthahardy9903
      @samanthahardy9903 Рік тому +2

      Dividends and shares could be subject to income tax though.

    • @spivvo
      @spivvo Рік тому

      @@samanthahardy9903 indeed. I spent 36 years as an institutional portfolio manager where I was an employee of various fund amnagement companies and so was ‘employed’. I now sit in my office a t home, not retired, not employed by anybody and managing my investments. I would have thought that made me self employed.

    • @spivvo
      @spivvo Рік тому

      @@wesverine5399 didn’t quite understand that ? I spent 36 years as an institutional portfolio manager where I was an employee of various fund amnagement companies and so was ‘employed’. I now sit in my office a t home, not retired, not employed by anybody and managing my investments. I would have thought that made me self employed as managing investments is how I make my living just as before…. Only this time it’s my money I am looking after. If I were managing somebody’s farm or estate in a consultant capacity or an actor’s career I could call myself ‘self employed’. Most people that own their own small businesses are self employed and they pay themselves in the form of dividends… not unlike myself.

    • @samanthahardy9903
      @samanthahardy9903 Рік тому

      @@spivvo That's a great position for you to be in. I'm sure there are many people out there in a similar position. However, I would have thought it could be risky if there was ever a stock market crash. It's good you have the skills and experience in investments to be able to weather the storm. Some like me can't get their head around things like that. My son is more clued up on finances as he's an accountant. He could go freelance and earn more but chooses not to.

  • @safwanjanjua7215
    @safwanjanjua7215 2 роки тому +1

    Hi, I have lost access to my mobile number on which I get access code when I sign in to HMRC online account. What should I do? Please help how can I change/add new mobile number? Thanks

  • @juniusvindex769
    @juniusvindex769 3 місяці тому

    In 07/08 I was ""fined" £100 for filing late. Under the bill of rights act 1688/89 section 12 only a court can issue a fine, and I pointed this out.
    They continued to hound me for 10 years and even took me to court even though I could not give my defence............ it's a joke. Hmrc decided that I owed them £30k after this......🤣 They are a joke. Vodafone, amazon and others hide their accounts, but go after small businesses...
    I will add, their calculations go on corporate business, not sole traders.
    I'm still self employed 16 years later, and never went to prison. FTG 🖕🏻 FHMRC 🖕🏻

  • @paulcallaghan729
    @paulcallaghan729 6 місяців тому

    Hi Adam, will hmrc always pay out albeit an investigation going forward
    Thanks

  • @lawrencer25
    @lawrencer25 2 роки тому +2

    Great video.
    Thank you 👍👍👍🥳

    • @tax2ulimited
      @tax2ulimited  2 роки тому +1

      Thanks for visiting

    • @Goggleuse
      @Goggleuse 2 роки тому

      @@tax2ulimited hi can you please do a video on mtd for 2024 can we use google drive anything free?

  • @terrellmiller1503
    @terrellmiller1503 8 місяців тому

    Hello I need To know how do I get my number together

  • @whome5810
    @whome5810 Рік тому +1

    Great video, thanks very much! I have subscribed! I have a couple of questions that I hope you will be able to answer:
    1. With the question "Did you incorrectly claim an amount of coronavirus support payment?" What do you do if you didn't claim any coronavirus support payments? It does not appear to be an optional question, so I assume you tick no, rather than just not ticking anything?
    2. On the final page just before you submit the return it says "I declare that I have included all coronavirus support payments that I have received" "You do not need to complete this box if your only support payments received were as a result of being furloughed as an employee". This box IS optional, so would I be correct in assuming if you did not receive any coronavirus support payments that you can ignore this question and not tick the box?
    Thanks for you help!!
    Cheers. :)

    • @tbt4060
      @tbt4060 Рік тому +1

      Fkin hell mate calm down

  • @georgesworldoffun4802
    @georgesworldoffun4802 2 роки тому +1

    Hi, im doing my son’s youtube channel, we got monitised 2 years ago, and its just these 4 previous months we are getting more views. Im wondering how to declare it to hmrc as i reached the £1000 from these months this year? Im also working in the hospital and how will i declare it to hmrc? Thank you in advance and more power to your channel. Very helpful 👍

    • @BlyatimirPootin
      @BlyatimirPootin Рік тому +1

      You'll have to apply for self assessment. Then you fill in the employment section using your P60 for the relevant tax year and fill in the self employment section with the turnover from your UA-cam channel. The turnover is relevant to the 2022/23 tax year, which ends 5th April 2023.

    • @ColinDyckes
      @ColinDyckes Рік тому

      Miscellaneous Income.

    • @majordelays4909
      @majordelays4909 Рік тому

      Congratulations, I’m guessing that kind of monetisation is quite an achievement!
      You surely don’t mean that came from George’s world of fun 2 videos !?