Course Details

This session will cover a range of practical self-assessment issues relevant to anyone heading into peak self-assessment season. The session will start with a brief overview of the impact of fiscal drag on the numbers in self-assessment before looking at the changes to the 2025/26 return – including extra reporting for some directors - and a range of common issues with self-assessment including possible solutions or workarounds. Finally, the session will conclude with a look at how to get help from HMRC when things go wrong.  

 

In this session Helen Thornley will cover the following topics:

 

  • The impact of fiscal drag on self-assessment numbers 
  • What’s new on self-assessment returns for 2025/26
  • HMRC’s guidelines for compliance 
  • Practical self-assessment tips 
  • How to report problems to HMRC 

 

By attending this session, you will learn about common issues with self-assessment and how to tackle them, including the gaps in guidance for the extra reporting required for some directors, the importance of re-registering clients and not submitting voluntary returns, and how to report issues with HMRCs systems and guidance. 

 

This session will be of interest to tax advisers and accountants

 

Course level: Foundation / Intermediate

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CPD Course Speaker

ATT - Technical Officer

Helen Thornley

Helen is a technical officer with the Association of Taxation Technicians (ATT) where her role includes looking at the latest changes in tax policy and working with HMRC on developments and improvements to their systems and processes.

Helen’s background is in personal tax, and prior to joining the ATT she worked in the north of England advising family businesses and high net worth individuals. Helen writes for publications including Tax Adviser, AccountingWEB, and Taxation magazine. Helen has appeared on BBC Radio 4's Money Box Live and BBC Radio 5 Live's Wake up to Money in addition to many local radio stations and been quoted in the Financial Times, Times, Telegraph and Guardian.

Helen is a member of the CIOT, ICAEW and STEP (Society of Trust and Estate Practitioners).