Haverfordwest accountant · Self Assessment and MTD

Self Assessment and Making Tax Digital accountants in Haverfordwest

Haverfordwest is the county town of Pembrokeshire, where tourism, farming and energy work around Milford Haven are all important. We prepare Haverfordwest Self Assessment returns from £150 and handle Making Tax Digital quarterly updates from £25 a month, VAT included. Get in touch by phone, email or WhatsApp.

  • Tax returns from £150, VAT included
  • MTD quarterly updates from £25 a month
  • Welsh taxpayer and C code checks
Request a fixed-fee quoteChat on WhatsApp
Haverfordwest tax return
£150 per year, from
Price includes VAT
  • Chartered Certified Accountants
  • MTD from £25 a month
  • Every allowable expense claimed
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£Fixed fees, VAT included
📍Serving Haverfordwest and all of Wales
💬Phone, email and WhatsApp

Chartered Certified Accountants you can trust

Fully registered and compliant to act on your behalf.

Chartered Certified AccountantsHMRC registered tax agentCompanies House ACSPData Protection registration No. ZB868558Fully AML compliantFixed fees, VAT included
Who we help

Who we help in Haverfordwest

Local clients across Milford Haven, Pembroke, Narberth, St Davids and the rest of Haverfordwest.

🏖️

Holiday-let owners

Self-catering cottages, flats and caravans let to visitors.

🚜

Farmers and rural businesses

Farming profits, grants and diversification income handled correctly.

🏭

Contractors and engineers

Contract and agency workers in manufacturing, logistics and technology.

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Sole traders and landlords over £50,000

Now inside Making Tax Digital. We set up your software and file every quarterly update.

Fixed fees

Haverfordwest tax return and MTD packages

Clear prices agreed before we start. Pick the package that fits your income.

Starter
Straightforward returns and simple sole traders.
£150
per year · incl. VAT
  • Self Assessment tax return
  • Tax calculation explained
  • Online filing with HMRC
  • Deadline reminders
Get started
Most popular
Growth
Self-employed, landlords, directors or several income sources.
£250
per year · incl. VAT
  • Everything in Starter
  • Self-employment or rental schedules
  • Expense and allowance review
  • Payments on account planning
Get started
MTD Essentials
Sole traders and landlords inside Making Tax Digital.
£25
per month · incl. VAT
  • MTD software setup and sign-up
  • Quarterly update submissions
  • Final declaration support
  • Deadline reminders
Get started

All prices include VAT. Need bookkeeping too? MTD Complete is £75 a month, and complex returns get a fixed quote.

What we cover

What our Haverfordwest Self Assessment and MTD service covers

Everything you need to stay right with HMRC, handled by qualified accountants.

  • Self Assessment tax returns for the self-employed, landlords and directors
  • Making Tax Digital sign-up, software setup and quarterly updates
  • Final declarations for MTD customers
  • Rental income, including student lets and holiday lets
  • Capital Gains Tax, including 60-day UK property returns
  • Welsh taxpayer status and C tax code checks
  • Payments on account review
  • HMRC registration and UTR for new sole traders and landlords
  • Late returns and penalty appeals
  • CIS refunds for construction subcontractors
How it works

Four simple steps

Get in touch

Call, email or WhatsApp 0161 531 4179 and tell us about your income.

Fixed quote

We send a fixed fee, usually the same working day.

We prepare

We collect your records, review expenses and set up MTD software if you need it.

You approve, we file

You see the full tax calculation before anything goes to HMRC.

Key dates

Self Assessment and MTD deadlines

The dates Haverfordwest sole traders and landlords need to know.

DateWhat is due
31 January 20272025/26 tax return and balancing payment, plus first payment on account for 2026/27
7 February 2027MTD third quarterly update (6 October to 5 January)
6 April 2027MTD starts if your 2025/26 qualifying income was over £30,000
7 May 2027MTD fourth quarterly update (6 January to 5 April)
31 July 2027Second payment on account for 2026/27
5 October 2027Register for Self Assessment if you are new for 2026/27
31 January 20282026/27 tax return, sent through MTD software if you are in MTD

Self Assessment and MTD in Haverfordwest: the essentials

In short: if you are self-employed, a landlord, a company director or have income outside PAYE, you need a Self Assessment tax return by 31 January. If your income from self-employment and property is over £50,000, you also need to keep digital records and send quarterly updates to HMRC under Making Tax Digital.

Are you a Welsh taxpayer?

If your main home is in Wales you are a Welsh taxpayer. For 2026/27 the Welsh Government has kept Welsh rates of income tax at 10p in each band, so you pay the same overall rates as in England: 20%, 40% and 45%. Your tax code should start with a C, such as C1257L. If it does not, HMRC may have the wrong address. Check yours with our tax code checker.

Making Tax Digital for Haverfordwest sole traders and landlords

Making Tax Digital for Income Tax started on 6 April 2026 for qualifying income over £50,000. It extends to income over £30,000 from April 2027 and over £20,000 from April 2028. You keep digital records in HMRC-recognised software and send four quarterly updates, due on 7 August, 7 November, 7 February and 7 May. You still finish the year with a tax return by 31 January. Read more on our Making Tax Digital page.

Local tax points for Haverfordwest clients

  • Holiday lets: the furnished holiday lettings regime ended in April 2025, so profits are now taxed like other rental income. In Wales a self-catering property must be let for at least 182 days a year to pay business rates instead of council tax, and councils can charge a premium on second homes.
  • Farmers: profit averaging over two or five years can smooth out good and bad years, and grant and subsidy income must be reported correctly.
  • Contractors: we check whether you are self-employed or should be on payroll, and claim travel and subsistence where the rules allow.
  • Landlords: buying another property in Wales means Land Transaction Tax, not Stamp Duty, with higher rates for additional homes. Check your rental profit with our rental income calculator.

Areas we cover around Haverfordwest

We work with clients across Milford Haven, Pembroke, Narberth, St Davids and the wider area covered by Pembrokeshire County Council, including postcodes SA61, SA62, SA67, SA71 and SA73. We also help clients in nearby Carmarthen, Llanelli. See all our Self Assessment and MTD services in Wales.

Free tax calculators

Estimate your bill before you call: try our Self Assessment calculator, income tax calculator or rental income calculator, or browse all 18 free tax calculators.

Haverfordwest Self Assessment and Making Tax Digital accountant
✓ Fixed feeagreed before we start
★ 4.5 TrustpilotTrustScore
Why Wingate

Why clients choose Wingate

📌

Transparent fixed fees

Transparent pricing, confirmed in writing before any work begins. No hourly charges and no surprises.

🧑‍💼

Dedicated accountant

Work directly with a qualified accountant who knows your affairs, never a call centre.

⚡

Responsive support

Responsive support by phone, email and WhatsApp, with clear advice in plain English.

☁️

Cloud-friendly

Experienced with Xero, QuickBooks, FreeAgent and Sage, as well as spreadsheet records.

Client reviews

Trusted by clients across the UK

★★★★★

“As someone new to self-employment, I appreciated their patience and clear explanations when filing my tax return.”

New self-employed client · Trustpilot
★★★★★

“Wingate have processed my tax returns for some years now & I am more than happy with service provided.”

Long-standing tax return client · Trustpilot
★★★★★

“Professional and reassuring when dealing with my CGT obligations. I’d definitely use Wingate again.”

Capital Gains Tax client · Trustpilot

Read all our reviews on Trustpilot →

FAQs

Frequently asked questions

How much does a Self Assessment tax return cost in Haverfordwest?
From £150 including VAT for a straightforward return, or £250 if you are self-employed, a landlord or have several income sources. Complex returns get a fixed quote before we start.
Do I need to use Making Tax Digital in Haverfordwest?
Yes, if your income from self-employment and property was over £50,000 in 2024/25, you have been in MTD since 6 April 2026. The threshold drops to £30,000 from April 2027 and £20,000 from April 2028.
Is income tax different in Wales?
For 2026/27 Welsh rates of income tax are the same overall as England and Northern Ireland: 20%, 40% and 45%. Welsh taxpayers have a tax code starting with C.
When are the MTD quarterly updates due?
On 7 August, 7 November, 7 February and 7 May. You still need to finish the year with a tax return by 31 January.
How are holiday lets in Haverfordwest taxed now?
Since April 2025 holiday lets are taxed like other rental income. In Wales the property must also be let for at least 182 days a year to pay business rates rather than council tax. We handle the tax return and explain the rest.
I have missed the tax return deadline. Can you help?
Yes. We file late returns quickly, explain the penalties and appeal them if you have a reasonable excuse. Acting fast keeps the daily penalties down.
Can you do my bookkeeping for Making Tax Digital?
Yes. MTD Complete is £75 a month including VAT and covers bookkeeping, quarterly updates and your final declaration.
How do I get started?
Call or WhatsApp 0161 531 4179 or email enquiries@wingateaccountants.co.uk. We send a short checklist and a fixed quote, usually the same working day.

Speak to a Haverfordwest Self Assessment and MTD accountant today

Share a few details and a qualified accountant will reply with a fixed-fee proposal, usually within one working day. All prices include VAT.

Request your quoteWhatsApp 0161 531 4179
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Software we work with

Our partners

We work with the UK’s leading accounting and tax software, so you can keep the tools you know, or we can help you choose and move to the right one.

  • FreeAgent logo
  • Xero logo
  • Pandle logo
  • QuickBooks logo
  • Sage logo
  • TaxCalc logo
  • CloudConnect logo
  • Zoho logo
Making Tax Digital readyCloud bookkeeping set up for youHelp switching software

Wingate Accountants Ltd is an independent firm of Chartered Certified Accountants, providing tax and compliance services to individuals and businesses across the UK.

✔ HMRC Registered Tax Agent
✔ Companies House ACSP (Authorised Corporate Service Provider)
✔ Data Protection registration No. ZB868558
✔ Fully AML compliant

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Hours

Monday to Friday : 09:00 – 17:00 Saturday & Sunday : Closed

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