Our Services

Company Accounts

We specialise in owner-manager Limited companies and making your companies work as tax effectively for you as possible. For an all-inclusive fee, we will keep your statutory books up to date, prepare the annual accounts and Corporation Tax Return as well as preparing any minutes and dividend vouchers where required. This enables you to be in control, freeing you up to concentrate on your business.

We will also offer timely advice to you as directors on how to keep the company’s and your personal tax bills down to a minimum, by making both you and the company work for each other, whilst continuing this best advice as you and the business develops and expands.

Company Formations

For a single flat fee, we will ensure that the company name of your choice is created and protected for as long as you wish to hold it. Whether you want to keep this company dormant, or need to start trading from it, we will create the company and its formation documents on your behalf. Once established, we can prepare either dormant or active company accounts going forward to suit.

Company Secretarial

Standard company secretarial work is included within our all-inclusive fee for the company accounts package. However, you may wish to transfer shares in your company to your spouse or to other family members as they start working for your business. We will take care of all form filling whilst offering advice in shaping and developing the business.

Sole Trader and Partnership Accounts

We can ensure you benefit from our professional experience and wide range of services with bookkeeping, VAT return submissions, accounting, and taxation advice. Our aim is to minimise the burden on your business by delivering a prompt and thorough service throughout the year. Along with continued thought and advice, we will make sure all filing deadlines for your business are met with the various authorities.

Personal Tax Returns

We prepare Self-Assessment Tax Returns for a wide range of clients from those in business and private landlords to high earners, pensioners and non-residents. We will check tax codes, calculate the income and capital gains tax liabilities and ensure that the tax you are paying is accurate and up-to-date at all times. We can also communicate with HM Revenue & Customs on your behalf if and when required. Our tax planning department is available to offer tax planning advice throughout the year.

Inheritance Tax and Estate Planning

It has widely been thought that Inheritance Tax, was a ‘voluntary tax’ paid only by the unwary, ill-advised and unprepared taxpayer. In recent years, however, it has become increasingly difficult to avoid this ‘grave robber’s tax’ not least with a number of measures brought in by governments of all persuasions, designed to block many of the popular methods used by families attempting to plan for the future.

Frozen Solid

With the ‘Nil Rate Band’ (NRB) frozen since 2009 until at least 2026 at just £325,000 and with house prices, it seems, only ever increasing in this period, more and more families will find themselves caught by Inheritance Tax in their lifetimes.

Small & Steady

There are few ‘magic wand’ solutions but being aware and making use of all the available allowances each year, means over time, quite large amounts can be taken out of the IHT equation.

We believe there is no better time for everyone to assess their exposure to their potential Inheritance Tax liabilities and to seek our advice now on practical ways in which to mitigate these liabilities. Addressing this, sometimes, difficult topic now, will allow you to plan better for the future so that your estate can be preserved and passed on more tax effectively, in the way we know you intend.

Property Rental Accounts

We prepare rental accounts for all types of properties from residential and furnished holiday lets to commercial units. As part of this work, we make sure that you are claiming all relevant expenses and available reliefs against your rental income, whilst recording any capital improvement expenditure that will be needed in the event of the future disposal of the property. This service includes the preparation of your Personal Tax Return. (Mentioned above)

Payroll, P11d’s, VAT & Bookkeeping Services

We offer advice on managing VAT and offer a full VAT Submission service. Whilst some clients prepare their own VAT returns, others prefer to ask us to provide this bookkeeping service and VAT returns. Our objective is to offer you a flexible solution to your accounting needs.

We offer your company or business, directors, or staff timely payroll services, tailored to suit your business including:

Monthly/weekly payroll compliance
End of year returns (forms P11d)
Payroll reviews
Tax planning alongside your business

Tax Investigations Fee Protection

The HMRC continue to increase the number of their compliance checks and inspections each year and having one of these checks on either your company or on your personal affairs can be a drawn out and expensive process. We offer all our clients an insurance service to cover an HMRC tax investigation, covering the cost of our investigation fees. This is a relatively new type of insurance protection that gives clients the peace of mind that, should they receive such an inspection, their costs are covered.