Completing Tax Returns for Individuals - A Deeper Focus on Specific Issues

Course outline:

Completing the annual Self-Assessment tax return becomes more challenging each year as advisers grapple with new reporting requirements while ensuring that key technical areas are not overlooked. To reflect this growing complexity, our 2027 programme expands this important compliance topic into two dedicated sessions.

The first session will focus on developments affecting 2026/27 tax returns, together with essential compliance reminders and practical points to consider before submission. The second session will take a deeper look at a range of more complex issues that commonly arise in practice. Both sessions will include practical examples and worked illustrations to help delegates apply the rules with confidence. 

This programme is particularly suitable for staff who deal with Self-Assessment returns regularly and would benefit from an update on the latest developments for 2026/27, together with a refresher on key risk areas and common pitfalls.

It is also ideal for those who have a good basic understanding of income tax and capital gains tax, but who have not been heavily involved in tax return preparation or review in recent years and would welcome a concise, practical update.

The sessions are not generally aimed at individuals who are new to the profession or to personal tax compliance. However, we do offer other course products including eLearning for trainees and early career qualified staff.

CPD Hours: 2