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Reliefs checked
Pension relief, gift aid, marriage allowance, losses brought forward and allowable costs on disposals, all reviewed rather than assumed.
Non-trading self assessment
for returns without a business attached.
Dividends, investments, pensions, capital gains and the high income child benefit charge, prepared and filed for a fixed fee, without the running costs of a full accounting package.
Who this is for
You need a return filed, not a finance function.
Plenty of people fall into self assessment without running a business. A dividend portfolio, a share sale, a pension annual allowance charge, income over £100,000, or child benefit clawed back through the tax system.
You don't need monthly bookkeeping for any of that. You need the return prepared accurately, once a year, by someone who checks the reliefs and tells you what to pay and when.
Get a fixed-fee quoteDividends & interest
Investment income reported correctly, with allowances and the right rate bands applied.
Capital gains
Share and property disposals calculated, reliefs claimed and deadlines met.
Pensions & allowances
Annual allowance, carry forward and relief on personal contributions handled properly.
Dormant companies
Dormant accounts and confirmation statements filed so a non-trading company stays compliant.
Our non-trading service
One annual job, done thoroughly.
Return prepared and filed
We gather the figures, prepare the return, send it for approval, then file and confirm what's payable and by when.
Self assessment03
Dormant company filings
If you hold a non-trading company, we keep the dormant accounts and confirmation statement filed so nothing drifts into strike-off territory.
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HMRC correspondence
Coding notices, penalty letters and enquiries dealt with as your agent, so you're not translating HMRC's wording yourself.
Why people choose Calibra
Proportionate help at a sensible price.
Fixed annual fee
You know the cost before we start, and it doesn't creep because a question came up.
Filed early
Returns go in well before the deadline, so payments on account never arrive as a shock.
A person, not a portal
Someone who reads your figures and asks the follow-up question a form never would.
Room to grow
If trading income starts later, we simply widen the service rather than restarting the relationship.
How we work
From first call to fully looked after.
A simple four-step start, then a rhythm that keeps compliance boring and decisions easier.
- Step 01
Discovery call
Fifteen to twenty minutes to understand where you are, what's working, and where the pressure sits.
- Step 02
Fixed-fee proposal
A clear scope and monthly fee covering the compliance and advice you actually need, nothing you don't.
- Step 03
Onboarding
We handle the switch from your current accountant, tidy the records, and get software and access sorted.
- Step 04
Ongoing support
Regular reporting, deadline reminders and a real person to call whenever a question or decision lands.
FAQ
Non-trading self assessment FAQs
Get in touch
Fancy a quick chat about your numbers?
Send us a few details and we'll come back with a scope and a monthly fee. Prefer to talk it through? Book a call and we'll skip the back-and-forth.
Book a callRelated reading
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