Tick Off Your Tax Return Retreat

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You deserve to feel good about your tax return.


Had enough of spending your summer with your tax return at the back of your mind?


Had enough of struggling to fit doing your tax return into day to day life?


Had enough of feeling overwhelmed and alone doing your tax return, feeling disconnected from your business?


Your self assessment tax return is one of the most important things you do for your business.


Do you give it the attention you deserve?


Join me on 14 July in London for a Tax Return Retreat


Does any of this feel familiar?Every tax return you undertake becomes a piece of cake

  • Doing my tax return feels spirit sapping and soul destroying
  • I’m really nervous I’m not doing it right
  • It’s important to me to know what I need to know and I feel unsure what that is
  • I have no idea where to start
  • I’ve been doing my tax return a few years and I’m not sure I’m claiming all I could
  • It feels lonely doing my tax return on my own if I’m really honest
  • All The Overwhelm
  • Expenses, where do I start?
  • I want to do my own tax return and don’t know what to do
  • I am the Queen of Put It Off and the procrastination is killing my business


Have you secretly had enough and want it to be DIFFERENT this year?

You’re not alone.


You’d be surprised how many business owners just like you don’t have their ducks in a row when it comes to their tax return.

Even more business owners aren’t interested (which is why HMRC can seem a bit scary. They’re used to people who try to get away with as much as they can. I know that’s not you).

Your self assessment tax return is one of the foundations of your sole trader business – and it’s pretty damned important if you’re a limited company director too.


Why not give your tax return the attention it deserves?

The attention YOU deserve?


To have everything you need to do your tax return with CONFIDENCE and feel GOOD while you’re doing it.

To fully enjoy this summer knowing your tax return is done, submitted, ticked off your to do list?

Treat yourself on 14 July to the UK’s first tax return retreat.

(and it’s even in London, not the middle of nowhere!)


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This is the Tick Off Your Tax Return Retreat.


A whole day of tax-deductible relaxation, where you can do your self assessment tax return in real time and be truly free to relax this summer.

(Ok, there’s work in there too, but it’s approachable, understandable, and in real English with a sense of humour)

Just imagine being able to:

  • Feel confident about your tax return so you feel more Confident in your business
  • Understand what you need to know for your tax return for your business
  • Stop procrastinating and SAVE TIME so you can do what you’ve been dreaming of
  • Finish feeling overwhelmed and feel in control finally
  • Feel fully Supported when you do your tax return
  • Enjoy a quiet, strong sense of PEACE that your tax return is a key part of your business and you know what you’re doing and how to do it
  • Transform your tax return into a get-away-from-it-all experience of relaxation and rejuvenation in nature, only minutes from some of the best ‘secret’ sights in London


You’ll be doing your tax return:

  • In an eco cabin in a garden nestled in ancient woodland
  • You can truly relax surrounded by bird song and natural energy
  • When you need a break, the beauty of ancient woods, leafy streets, Hampstead Heath and one of London’s famous villages are only minutes walk away

And it’s only 5 minutes from the London Underground (yes really!), not the wilds of nowhere. You wouldn’t believe it unless you experienced it for yourself.

Even better, the retreat is 100% tax-deductible (tax-deductible means HMRC give you tax relief, rather than charging you income tax on the full cost).

It’s a no-brainer really

It’s a no-brainer really (when is it, you say? 10am-4pm Thursday 14 July, north London).


So if you:

  • Long for a relaxing summer
  • Time to relax
  • Enjoy a more chilled out pace of life

Treat yourself and tick your tax return off your to do list.

The beauty of relaxation

How does the Tick Off Your Tax Return Retreat work?

Step 1 – Get Prepared

  • You get a head start with my famous How To Do Your Tax Return online course giving you guidance and structure for your expenses and records, so you know where to start and what to do
  • The course tells you about expenses, capital items & what’s tax-deductible, in real English you can understand
  • There is a private Facebook group, with a Q&A before the retreat
  • If you book coaching, you have the option of a call before the retreat to give you clarity while you’re working through the course and your expenses
  • You have the information, support and resources you need so you’re ready to do your tax return in real time on the day of the retreat

Step 2 – Do It! #Celebrate

  • On the retreat, you do your tax return in real time in a relaxing cabin in ancient woodland, with other business owners just like you and the reassurance of me on hand, to the backdrop of bird song
  • When you need a break, indulge in your chocolate brownie, pop out the door into the garden or the woods. or chill out with a coffee at the organic cafe next door
  • When you’ve submitted your tax return #awesomeness, you’re free to explore Highgate village, famous Highgate Cemetery or visit Hampstead Heath and Kenwood House or enjoy your mini bottle of wine

Step 3 – You’re OK

  • If you don’t finish your tax return on the day #ithappens, or if you have any questions, you have coaching if you’ve booked it (see options below) or the monthly Q&A in the Facebook group


You receive lots of support and guidance in the course so you arrive at the retreat ready to DO your tax return, tick it off your to do list and crack open your mini bottle of sparkling wine.

You’ll be doing your self assessment tax return in a small group of business owners like you, giving support to each other, and with the reassurance of an expert at hand (that’s me).


Did I mention you’ll receive a home made chocolate brownie? #gottahavecake

It really is a no-brainer.

Join me on 14 July in London.


Tax return retreat

Is This Retreat For You?

  • You want a relaxing environment to do your tax return in real time, away from distractions
  • You keep putting off your tax return and you’re determined it won’t happen again
  • You know how much you benefit when you take yourself out of the day to day
  • You want to reassurance of an expert on hand for the inevitable question that pops up
  • You’re a sole trader who needs to do your tax return
  • You’re a limited company director who needs to do your self assessment
  • You want the tax return equivalent of a writing retreat: space to focus and get work done #annualessential
  • You want to be with others when you do your tax return because #support #greatenergy
  • You understand that understanding your tax return is important, even if an accountant does it for you
  • You feel overwhelmed or a bit scared and you know being in a friendly natural environment will make a positive difference
  • You’re an introvert, Aspie, empath, HS, love the natural world and cake
  • You appreciate this is a group setting on retreat and you’re going to choose one of the ‘coaching included’ options for focused one to one support


Is This Retreat Not For You?

  • You’re a plumber, electrician, builder etc
  • You’re expecting to do your limited company corporation tax return. This retreat is for doing your self assessment in real time for sole traders and limited company directors
  • You don’t have a business (rental property doesn’t count as a business)
  • You’re not willing to put in the work beforehand so you’re ready to do your tax return in real time on the day
  • You want someone to tell you what to do and you’re not interested in learning and making your own decisions
  • You expect one to one attention to the detriment of others (it’s ok if you’re a newbie to this, book one of the coaching options)
  • You’re a extrovert who loves wild parties and doesn’t understand the need for quiet time


What’s Included

What: Do your tax return in real time with the reassurance of me at hand and the support of everyone doing their tax return with you. Perfect for procrastinators!

When: 14 July 2016

Where: Highgate, north London. A cabin nestled in ancient woodland, only 5 minutes from the London Underground in one of the most beautiful areas of London. It’s only 15 minutes walk from the famous Highgate Cemetery, quaint Highgate High Street, Hampstead Heath and Kenwood House

A guaranteed place on the retreat

How To Do Your Tax Return course

Private Facebook group

VIP ticket to the Tax Return Self Care online retreat in September

The option of coaching and email support at a special rate

Mini bottle of sparkling wine #reward

Chocolate brownie


It’s going to be a wonderful day when your tax return will be released into the world and you’re released for a glorious summer!


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I can’t wait to welcome you!

It’s going to be such a special day 🙂


(Book now as limited places available)

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What do I need to bring?

  • Your laptop and charger
  • Your self assessment log in codes and access details
  • Your completed expenses spreadsheet or software downloads (download a free spreadsheet or read my software guide)
  • Tax paperwork, e.g. P60, P11D, P45, savings interest, dividends details
  • Pen and paper
  • Your receipts and statements etc if you’d like the reassurance of knowing all your paperwork is there with you
  • Calm. It’ll be okay even if you’re nervous 🙂
  • Anticipation and excitement to enjoy your day and go home ready for your tax return reward, after submitting your tax return AND had a day in nature and sightseeing in one of the most beautiful parts of London


I’m not sure if I’ll be ready to submit my tax return by that date. Will the retreat be good for me too?

Yes. Ideally, you’ll be ready with your finished spreadsheet or your accounting software downloads so you can submit your self assessment on the day.

On the other hand, I understand sometimes it’s not possible. It’s ok for you to bring what you need to do  on the retreat and continue to work on your tax return, expenses, receipts – whatever you need. There is long bench at the back to spread out on.

You never know. You may get it all done despite your expectations when you’re in a calm, centred space, away from daily distractions and with the beauty of bird song in your ears.


What if I’ve not done a tax return before?

It’s ok, you’ll be fine. Work your way through the How To Do Your Tax Return course at your own pace and do your best to finish your tax return on the day. If you don’t submit your tax return on the retreat, that’s ok. You have time.

It would be a good idea to book one of the coaching options, so you have my complete focus on your business. I can only answer a few questions on the day in a group setting – coaching gives you my dedicated attention.


What’s not included?

Your travel to and from the retreat, lunch and teas and coffees. There is an organic cafe next door and I can recommend my favourite local lunch places. Water IS included.


What can I see and do locally?

Highgate High StreetThere is so much to see and do in the local area, including some of London’s main tourist sights. You’ll receive a map with directions to my favourites with walking distances.

Nature: Queen’s Wood, Highgate Wood, Hampstead Heath, Waterlow Park

Be a tourist: Highgate Village (right), Highgate Cemetery, Kenwood House


What if I need to arrive later/leave earlier?

The retreat starts at 10am and ends at 4pm. I’ve designed the retreat so you can keep your commitments at the beginning and end of the day (e.g. school pick up, work meetings) if you need to. The time in between is yours to do your tax return in real time. The only restriction is the cabin will be unavailable 1-2pm (there is an organic cafe next door if you arrive back a bit early).

What are my transport/parking options?

Public transport: Highgate Underground Station is 5 minutes walk away. Highgate is on the Northern Line, direct from Euston, Kings Cross, Charing Cross, Waterloo and London Bridge. There are also lots of local buses.


Car: There is limited parking.


Where can I contact you?

You can contact me here.


Is my registration/ticket transferable?

Yes. Please send your replacement’s contact details at least 48 hours before the event.


What is the refund policy?

Redundable up to 14 days before the event. No refunds after 14 days although your ticket is transferable. Please tell me the contact details of who has your ticket.



There will be photography at the event #justsayin



See you there to tick off your tax return!



Start your business, help you do your sole trader tax return, expenses, explaining limited companies.

What do you need?

To get started,  book a free introductory chat.

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