Services

Tax and accountancy compliance

The compliance service we provide is an efficient system for ensuring that Companies House and HM Revenue and Customs deadlines and documentary requirements are met every year. We complete the following on our clients' behalf:

Self assessment tax returns

Statutory accounts for limited companies, LLP's and Charities

Corporation tax computations and corporate tax returns

Property rental accounts for residential and holiday lettings

Estate and trust tax returns

The advantage of choosing a qualified firm

As members of the Chartered Association of Certified Accountants we are regulated, our accounting, tax preparation and final documents are completed in compliance with current accounting standards, the Companies Act and HMRC regulations.

Capital gains tax and buy to let changes

We calculate capital gains and the taxable gain after applying relevant reliefs on property and other asset sales and disposals such as transfers and gifts. Buy to let changes might affect you over the next few years, we can explain the impact on your tax liability.

High net worth

High net worth

We work alongside chartered financial strategists for clients who wish to review and monitor their assets, income streams, growth and annual tax liability. Come in for a meeting if you are interested in this strategic and valuable service. We do not exchange commissions for recommendations, they are purely based on a long established professional relationships and positive feedback from clients.

 

Business plans

Post Coronavirus, business clients are requesting detailed plans with profit and loss, balance sheet and cashflow forecasts, we  produce fully integrated and flexed monthly, yearly reports with built in interest rates, payroll calculations, vat and payment timings.

Matrimonial matters

Usually divorce is a process that people go through only once, hence it is valuable to enrol a professional to support in the preparation of the required financial statements including assets and liability schedules, the Form E, capital gains tax calculations on marital assets, all for the final agreement.

Examination of accounts

Inspection examination of accounts

We examine accounts satisfying regulations for registered charities, trusts and foundations.

 

Tax planning, selling to third parties and passing assets to your beneficiaries

If you are selling or winding up a company, claiming entrepreneurs relief, other capital gains tax reliefs, tax planning is crucial.

If you are growing your business all of your income streams and business profits can be structured to enable a balance between growth and minimising tax.

If you are concerned about inheritance tax a trust can protect grandparents' and parents' assets for future generations while providing some inheritance tax relief, it's all about the allowances and timing. We advise on the most tax effective methods of asset transfers.

We advise on the self employed v employed status and IR35 rules including recent case law.

Tax investigations

HMRC enquiries and appeals - we can request extensions to deadlines and correspond on clients' behalf to arrive at the best outcome.

Digital accounting software

We can work with whichever software you have to prepare management accounts as an optional service.

 

We advise on the HMRC cycle to work scheme

 

We can advise on which expenses you might legitimately put through your particular business.