Case Study: Andrew Jackson
Dr Andrew Jackson is a GP and provides locum services to PCTs across London and the South East. Andrew became a client of Whittaker Plane as a sole trader in 2016 and set up as a professional services company later that year with our help.
- Annual accounting
- Self-Assessment tax returns
- Advice on payment to HMRC
Andrew approached us for advice around sole trader accounts and like many of our clients wanted to know how best to budget for payments on account and balancing payments under Self Assessment.
We were able to provide access on the available taxable deductions for a sole trader and advice on how to budget for payments to HMRC.
Andrew continues to successfully provide locum services and feels in control of his finances and HMRC payments.