Individuals or Trusts
If you are a director/partner (or spouse of one) you may be automatically included when your company/partnership signs up - please check the product description before subscribing.
For individuals, sole traders or trusts with over £250,000 gross income from either rental or sole trade, you will need the relevant "Business client" rate (see below).
Period to 30 April 2025
Personal Tax and Trust Clients
Personal Tax and Trust Clients
This option will also protect you if you have Sole trade turnover or Gross rental income up to £50k on your personal return*
£68.75
Period to 30 April 2025
Sole Traders & Landlords £50k to £250k (Turnover./gross rent) per annum
Sole Traders & Landlords £50k to £250k (Turnover./gross rent) per annum
This option is not for Limited Companies or Partnerships. you will need the relevant 'Business Client' rate
£133.33
Companies & Partnerships
Also for individuals, sole traders and trusts with over £250,000 gross income from either rental or sole trade.
Period to 30 April 2025
Business Client - Turnover up to £1 Million^
Business Client - Turnover up to £1 Million^
Directors/Partners & their Spouses will be included at the 'Personal' level as long as they are personal tax clients of Menzies*
£220.83
Period to 30 April 2025
Business Client - Turnover £1 Million to £5 Million^
Business Client - Turnover £1 Million to £5 Million^
Directors/Partners & their Spouses will be included at the 'Personal' level as long as they are personal tax clients of Menzies*
£302.08
Period to 30 April 2025
Business Client - Turnover £5 Million to £10 Million^
Business Client - Turnover £5 Million to £10 Million^
Directors/Partners & their Spouses will be included at the 'Personal' level as long as they are personal tax clients of Menzies*
£375.00
Directors/Partners
Required for directors/partners with over £50k of either gross rental or sole trade turnover
Period to 30 April 2025
Sole Traders & Landlords £50k to £250k (Turnover./gross rent) per annum
Sole Traders & Landlords £50k to £250k (Turnover./gross rent) per annum
This option is not for Limited Companies or Partnerships. you will need the relevant 'Business Client' rate
£133.33
