As of this new tax year, I earn £44,000 and DH earns £74,000 (plus bonus) through PAYE. We have savings, a few shares and I have private medical insurance through work that I need to declare on self assessment. Thus I think we both need to do self assessment from now on. I am looking for a chartered accountant to basically advise us on how to do this (i.e. what needs to go on self assessment and in which boxes - I looked at a sample submission and can't see where my medical insurance premium would go for example).
I am trying to make an appointment with a local chartered accountant. I want to pay to have all this explained to us. The accountant is saying that we need a free consultation to 'assess our needs' then they will provide a quote for services. Is this normal? I ask because we literally have no spare time for meetings (out of the house till 8pm three days a week and 5pm the other two and will need to pay for evening childcare whilst we attend meeting). So we don't want to go to a sales meeting - we want one meeting to be taught all of this.
Is this likely? Do all accountants only do this assessing needs then a quote for services? We are so time short that we don't want to waste time at a meeting only to get a ridiculous quote and have to start all over with meetings with a different company.