Self-Assessment for Individuals
Revised and up to date for 2025/26. Self-assessment for individuals affects a lot of people, and it is a hugely important area of taxation. This course provides a detailed overview and aims to give you a good understanding of how self-assessment works for individuals.
Self-Assessment for Individuals
This course will enable you to
About the course
Each year, around 12 million individuals in the UK are required to complete a self-assessment tax return. With strict deadlines and significant penalties for non-compliance, mistakes or delays can prove costly. For anyone involved in personal tax, understanding the self-assessment system is essential to avoid risk and ensure obligations are met.
This course outlines the key principles of the UK’s self-assessment regime for individuals. You'll explore who needs to complete a return, the required timescales, what records must be kept, and how claims and elections are made. The course also covers compliance issues for the self-employed, registering for HMRC’s online services, and handling enquiries or investigations.
By the end of the course, you’ll be equipped with a clear understanding of how the self-assessment system works and the confidence to ensure accurate and timely compliance for yourself, or your clients.
