Robertson's Tax & Accounting Services Ltd

🚨 Tax Year End is Approaching – Have You Checked What You Could Be Missing?

The 5th of April isn’t just another date in the diary. It’s the point where allowances reset — and opportunities disappear.

Before the tax year ends, it’s worth reviewing things like:

✔ Pension contributions
✔ Dividend allowance
✔ ISA allowance
✔ Capital gains exemption
✔ Salary and bonus planning
✔ Gift Aid and Marriage Allowance
✔ High Income Child Benefit planning

Many of these can’t be fixed after 5 April.

I’ve put together a simple, practical Tax Year End Planning Guide to help you understand what to review — whether you’re a company director, landlord, business owner or individual taxpayer.

It’s clear, straightforward and designed to help you spot planning opportunities early.

👉 Download it here: https://www.robertsons.tax/tax-year-end-planning.html

As always, if you’d prefer to talk it through properly, we’re here.

Big company thinking. Small company personality.
Making your accounts less taxing.

— Robertsons Tax Ltd

Tax Year End Planning Robertsons Tax Year End Planning Guide

🚨 Companies House ID Verification Is Here 🚨

If you’re a company director or a person with significant control (PSC), new identity verification rules will soon be mandatory.

Introduced under the Economic Crime and Corporate Transparency Act, these changes are designed to reduce fraud and improve transparency — but they will require action from business owners.

Failing to verify could mean you’re unable to file documents or even act as a director.

We’ve written a simple guide explaining:
✔ Who must comply
✔ Why the rules were introduced
✔ How verification works
✔ How we can help as an Authorised Corporate Service Provider

Don’t leave it until the last minute.

The full article is linked in the comments 👇

Robertsons Tax Ltd
Big company thinking. Small company personality.

I.D. Verification Chartered Accountant in Stirling providing accounts, tax planning, payroll and cloud accounting for businesses and individuals across Scotland and the UK

Still using spreadsheets for your accounts?

Making Tax Digital is about to change the rules.

Quarterly reporting.
Digital records.
Approved software only.

For many sole traders and landlords, this becomes mandatory from April 2026.

The good news? It doesn’t have to be complicated.

We help business owners across Scotland and the UK move to simple, cloud-based systems that save time and avoid HMRC penalties.

Let’s make your accounts less taxing.

Book a 15 minute discovery call to find out how MTD affects you

Chartered Accountant Stirling | Robertsons Tax Ltd Stirling Chartered Accountant offering accounts, tax planning and payroll services for business owners and individuals across Scotland and the UK.

Making Tax Digital is coming. Are you ready?

From April 2026, many sole traders and landlords will need to keep digital records and submit quarterly updates to HMRC under Making Tax Digital for Income Tax.

If your turnover is over £50,000, this affects you first — with others phased in after.

Not sure what you need to do?
Worried your current system won’t cope?
Still using spreadsheets?

At Robertsons Tax Ltd, we specialise in cloud accounting and digital compliance. We’ll:

✔ Review whether MTD applies to you
✔ Set you up on the right software
✔ Handle submissions for you
✔ Keep everything simple and stress-free

Big company thinking. Small company personality.

📩 Message us or book a call today.

Send a message to learn more

Are you a landlord in Stirling, Bridge of Allan or Dunblane?

Making Tax Digital for Income Tax starts in April 2026.

If your rental income is over £50,000, you will need to:

• Keep digital records
• Use compatible software
• Submit quarterly updates to HMRC

From April 2027, the threshold drops to £30,000.

This applies even if you only have one or two rental properties.

Many landlords still rely on spreadsheets or manual records — which may not meet the new requirements.

At Robertsons Tax Ltd, we’re helping local landlords prepare now, so there’s no last-minute stress and no risk of penalties.

If you’re unsure whether this affects you, send us a message and we’ll explain clearly where you stand.

Let’s make your accounts less taxing.

If you’ve landed here, you’re probably looking for an accountant you can actually talk to.

At Robertsons Tax Ltd we help businesses and individuals with accounts, tax returns, payroll and cloud accounting — with clear advice and no unnecessary jargon.

Based near Stirling and working with clients across Scotland and the UK, we combine over 30 years of experience with real-world business insight.

If you’d like a quick chat about your situation, feel free to message the page or get in touch.

Making your accounts less taxing.

Call now to connect with business.

And of course getting your accountant on board early on is vital!

Build your business on solid foundations – don’t overlook the business basics of management and control Build your business on solid foundations – don’t overlook the business basics of management and control

A little reminder of the comprehensive list of services we can offer.

We can give one-off help to get things back in order for you or regular support tailored to your specific circumstances.

Just get in touch to find out more