Home / Who we help / Employed individuals
EMPLOYED INDIVIDUALS - CASTLE EDEN & UK-WIDE
Your work.
Your tax.
A clearer picture.
A payslip does not always answer every tax question. Whether you have changed jobs, paid work expenses or receive income alongside your salary, we’ll help you understand what needs checking.
Your own point of contact
Clear advice in plain English
Services and fees agreed with you
WHERE YOU ARE NOW
Does this
sound like you?
Start with what is happening in your situation. We’ll help you understand the relevant work and agree the support that fits.
01
Something on your payslip looks different.
Your tax code has changed, you have started another job or you want someone to explain what information needs reviewing.
02
You pay some costs for your job.
You have work-related costs and want to understand whether any tax relief is available and what evidence is needed.
03
Your income goes beyond a salary.
You also receive rent, freelance income or other amounts and need a clearer view of your personal reporting.
HOW WE SUPPORT YOU
A personal question.
A clear next step.
We’ll talk through what you already handle and where you need help, then agree the services, information and approvals needed to work together.
A FAMILIAR POINT OF CONTACT
Someone who understands your circumstances, explains what is needed and helps you find the next step when questions come up.
EMPLOYED TAX QUESTIONS
Start with the information.
We review the employment and tax information relevant to your question and explain the next step within the agreed scope.
POSSIBLE OVERPAYMENTS
Check before claiming.
We consider whether an eligible refund claim is supported by your records and explain the position before any submission.
PERSONAL TAX RETURNS
Bring other income into view.
If a return is needed, we help gather the relevant information and prepare the agreed reporting for your approval.
RENTAL INCOME
Connect employment and property.
If you also let a property, we can discuss how the rental records fit into your wider personal tax position.
A review does not guarantee a refund. We’ll agree the years, issues and any claim or return work included, together with the fees.
WORKING WITH TREGGENA
A clear start.
A practical way forward.
We’ll explain the information needed, the work we are handling and what happens next, so you know where you stand.
01
Tell us where you are.
Share your circumstances, the records available and any questions or deadlines you want to discuss.
02
Agree the right support.
We explain the proposed work, responsibilities and fees, then complete the relevant onboarding and checks.
03
Bring the information together.
We provide a tailored checklist and agree how to share records securely, with time to resolve any gaps.
04
Review and take the next step.
We explain the agreed work, obtain the necessary approvals and confirm the actions needed from you.
ADVICE FOR YOUR NEXT QUESTION
A useful
starting point.
Explore the relevant information, then talk to us about what it means for you.