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Tax Returns

One of our advisers was able to help a man who was upset due to the number of letters he had received from the tax office about penalties for unpaid tax and incomplete tax returns.

He didn’t think he had to complete the returns as he only had a state pension and a small occupational pension, so he’d ignored them. Our advisor explained why this was still necessary, downloaded outstanding returns and helped him complete them. They also helped him appeal his penalties.

The man was relieved at finally being able to understand what he needed to do for his tax affairs and told us he could sleep at night now that it was sorted out.