The Family Tax Check
A one-off review of your whole household’s tax and benefits position, so nothing is missed and nothing is overpaid.
What you get
- Both partners’ income reviewed together
- A short written report
- Clear actions to take
- Best done once a year, or when things change
What the check covers
Tax codes and refunds
Whether each adult is on the right tax code and is owed any tax back.
Marriage Allowance
Whether a lower-earning partner can transfer part of their Personal Allowance, including backdated claims.
High Income Child Benefit Charge
Whether either partner earns over £60,000, and how pension or Gift Aid contributions can reduce the charge.
Child Benefit
Whether you’re claiming, and whether you should claim to protect National Insurance credits even if you pay it back.
Childcare support
Whether you’re eligible for Tax-Free Childcare and funded childcare hours.
Pension and savings
How well you’re using pension tax relief, ISA allowances and the Personal Savings Allowance.
Benefits entitlement
A check against Universal Credit and other support you may be entitled to.
Upcoming changes
The effect of a new baby, going back to work, becoming self-employed or a pay rise.
We look at both partners’ income together and give you a short written report with clear actions. The check is best done once a year, or whenever your family circumstances change.
How to get started
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Email us, or call for a free 15-minute introductory chat.
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Get a fixed-fee quote and a written engagement letter.
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Complete our identity checks, as required by our anti-money laundering supervision.
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Send your documents securely, and we take it from there.
All work is quoted as a fixed fee in advance, so you know the cost before we begin. You also get a single point of contact throughout.
What to bring
- Photo ID and proof of address
- National Insurance number and UTR, if you have one
- P60, P45 or recent payslips
- Benefit award letters and Child Benefit reference, where relevant
- Bank statements and records of income and expenses, if you’re self-employed or a landlord
- Any letters from HMRC or the DWP
Other services for individuals and families
Let’s get your tax right
We work with employees, the self-employed, landlords, new parents and families across Surrey and London, in person or fully online.
This page is general guidance, not personal tax or benefits advice. Rules and thresholds can change, so talk to us about your situation.