Self Assessment deadline is 31 January · Book your tax return review before Christmas

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FAQ

Questions, answered.

Everything you need to know before you get started.

0161 555 0142 Mon – Thu · 8:30am – 6:00pm
ICAEW CharteredTrusted by clients in Bristol

FAQ

Questions we hear every day.

Quick answers about our services, pricing and booking at Harbourside Finance. Can't find yours? Just ask.

01

How do I switch from my current accountant?

Tell us and we'll do the rest. We send a professional clearance letter to your old accountant, collect your records and set up your software. Most switches take under two weeks and you don't need to have an awkward conversation.

02

Is the first consultation really free?

Yes. The first 45-minute meeting, in person or on video, costs nothing and comes with no obligation. You'll leave with a fixed quote and at least one useful idea.

03

Are your fees fixed?

Yes. You pay one monthly fee agreed upfront, with no charge for phone calls or emails. If your needs change, we agree any new fee with you before doing the work.

04

How are financial planning fees charged?

Planning work is charged as a fixed fee confirmed in writing before we start. Ongoing advice is either a fixed annual fee or a small percentage of assets we look after, and we'll explain both options.

05

When is the Self Assessment deadline?

Online returns for the previous tax year are due by 31 January, along with any tax owed. We ask clients to send documents by the end of October so there's time to plan.

06

Do I need to register for VAT?

You must register once your taxable turnover in any rolling 12 months goes over the VAT threshold. Some businesses benefit from registering voluntarily earlier, and we'll tell you if that applies to you.

Still unsure? Our team can talk it through with you.

Call 0161 555 0142

“Moving to Harbourside Finance was the best decision we made last year. Our books are finally up to date, and I actually understand our numbers now.”

Hannah Ellis · 4.9 average from clients

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ICAEW Chartered · FCA regulated