Our services are tailored to you
We listen and ask you the right questions
We take the time to listen and understand your unique circumstances, enabling us to deliver solutions that are precisely suited to your needs. Whether you are seeking assistance with tax planning, accurate financial reporting and accounts or proactive business cashflow planning, our customised services ensure that you receive the attention and expertise required to achieve your goals. With our personalised accounting and tax services, you can confidently navigate your financial journey with an accountant who truly understands your vision.
Our services
Annual Accounts / Financial Statements Preparation
Preparation of detailed financial statements, including profit and loss accounts, balance sheets, and notes, ensuring compliance with UK accounting standards (FRS 102 or FRS 105) or IFRS and Companies Act requirements.
Sole Traders and Partnerships:
Compilation of accounts reflecting income, expenses, and profit, tailored to individual business needs and ensuring accurate tax returns.
Submission to HMRC and Companies House:
Handling the entire process of filing accounts with the appropriate authorities to avoid penalties.
Bookkeeping Services
Regular updating of financial records, including invoices, receipts, and bank transactions, to ensure accurate and timely record-keeping.
Maintenance of Ledgers, Journals, and Balance Sheets:
Creating and managing essential financial documents that provide a clear picture of your business’s financial health.
Bank Reconciliation:
Matching financial records with bank statements to ensure accuracy, identify discrepancies, and manage cash flow effectively.
Accounting software:
We use a range of accounting software solutions.
VAT Returns & Compliance
Accurate calculation and submission of VAT returns, ensuring compliance with HMRC deadlines and regulations.
Assistance with VAT Registration: Guidance on whether to register for VAT, and support through the registration process, including choosing the right VAT scheme.
VAT Advice and Planning:
Strategic advice on VAT issues, such as partial exemption, flat-rate schemes, and cross-border transactions, to optimise your VAT position.
HMRC Compliance and Liaison:
Acting as your VAT representative in dealings with HMRC, managing any inquiries or disputes that may arise.
Tax Planning & Advice
Proactive planning to minimise tax liabilities through efficient structuring of business operations and personal finances.
Salaries vs Dividends:
Determining the optimal solution for profit optimisation for small business owners and forecasting tax liabilities, providing tax calculations in different scenarios to enable more informed decision-making.
Personal and Business Tax Advice:
Tailored advice on income tax, corporation tax, capital gains tax, and more, ensuring that all tax-saving opportunities are utilised.
EIS and SEIS Advice and Compliance:
Assistance with applying for EIS and SEIS status, managing compliance with HMRC rules, and optimising tax relief opportunities for investors.
Capital Gains Tax Planning:
Specialist advice to reduce the impact of capital gains taxes through effective asset management strategies.
Tax Residency and Changing Countries:
Guidance on tax residency rules and the Statutory Residence Test, implications of changing your tax residency, and managing tax obligations when moving to or from the UK.
Remote Workers and Digital Nomads:
Tax advice and planning for remote workers, including digital nomads, moving to or from the UK and working or living in the UK to ensure compliance with UK tax legislation.
Corporation Tax Services
Calculation and Submission of Corporation Tax Returns:
Preparation of accurate tax computations and filing of CT600 forms with HMRC, ensuring compliance with all legal obligations.
Tax Reliefs and Allowances Advice:
Guidance on claiming various tax reliefs, such as Annual Investment Allowance (AIA) and capital allowances, to reduce your corporation tax bill.
HMRC Compliance and Liaison:
Acting as your representative in dealings with HMRC, managing any inquiries or disputes that may arise.
Payroll Services
Payroll Processing and Payslips:
Efficient management of your payroll, including the calculation of employee wages, deductions, and benefits, with payslips issued in compliance with UK laws.
Compliance with PAYE and National Insurance:
Ensuring that all deductions for PAYE (Pay As You Earn) and National Insurance contributions are accurate and timely.
Pension Scheme Administration and Auto-Enrolment:
Managing workplace pension schemes, including auto-enrolment duties, ensuring compliance with The Pensions Regulator requirements.
Self-Assessment Tax Returns and Capital Gains Tax Returns
Preparation and Filing of Self-Assessment Returns: Comprehensive service for individuals needing to complete self-assessment tax returns, including income calculation, expense deductions, and submission to HMRC.
Tax Advice for Freelancers, Contractors, and Sole Traders: Tailored advice to minimise tax liabilities, including allowable expenses, capital allowances, and payment on account calculations.
Calculation of Tax Liabilities: Accurate computation of taxes owed, including income tax, National Insurance, and any additional liabilities, with clear guidance on payment deadlines.
Capital Gains Tax Returns: Calculation of capital gains on UK residential property utilising all permitted deductions and completion of capital gains tax returns and filing with HMRC
HMRC Compliance and Liaison: Acting as your tax representative in dealings with HMRC, managing any inquiries or disputes that may arise.
Management Accounts
Monthly or Quarterly Management Accounts: Preparation of regular financial reports that provide insights into your business’s performance, helping you make informed decisions.
Cash Flow Forecasts and Budgeting: Detailed cash flow projections and budgeting advice to help manage liquidity and plan for future financial needs.
Financial Performance Analysis and Reporting: In-depth analysis of key performance indicators (KPIs), profitability, and other financial metrics, with actionable recommendations for improvement.
Business Start-up Advice
Assistance with the legal and administrative processes of setting up a new business, including company formation, registration with Companies House, and setting up tax accounts with HMRC.
Advice on Business Structure:
Guidance on choosing the right legal structure for your business (e.g., Limited Company, Sole Trader, Partnership) based on tax efficiency, liability, and future growth plans.
Financial Planning and Funding Advice:
Support in creating business plans, securing funding, and managing finances in the critical early stages of your business.
CIS (Construction Industry Scheme) Services
CIS Registration and Compliance:
Helping contractors and subcontractors register for the CIS, ensuring compliance with all HMRC regulations.
Monthly Returns and Deductions:
Managing the submission of monthly CIS returns, including calculating and paying the correct deductions to HMRC.
Advice for Subcontractors on CIS Deductions:
Providing guidance to subcontractors on reclaiming CIS deductions and ensuring they pay the correct amount of tax.
Domestic Reverse-Charge VAT:
Assisting with VAT returns and domestic reverse-charge VAT in the construction industry.
Business Advisory Services
Offering expert advice on business strategy, including growth opportunities, market expansion, and risk management.
Financial Health Checks and Performance Improvement:
Conducting thorough reviews of your business’s financial health, identifying areas for improvement, and implementing strategies to enhance profitability.
Mergers, Acquisitions, and Exit Strategies:
Providing support and advice during significant business changes, such as mergers, acquisitions, and the sale of the business, to ensure a smooth and profitable transition.
Company Secretarial Services
Company Formation and Registration: Handling all aspects of forming a company, including drafting Articles of Association, issuing shares, and registering with Companies House.
Maintenance of Statutory Records and Filings: Ensuring that your company’s statutory records, such as registers of directors and shareholders, are up-to-date, and filing necessary documents with Companies House on time.
Compliance with Companies House Requirements: Monitoring and managing compliance with all Companies House obligations, including filing annual returns and maintaining up-to-date records.
Registered Office Address: Providing a registered office address service, which includes handling official correspondence, and ensuring compliance with UK regulations.
Share Restructuring and Allotments: Advising and managing the process of share restructuring and allotments, including issuing new shares, altering share classes, and maintaining accurate shareholder records.
HMRC Investigations, Compliance Checks, and Enquiries
Representing and supporting you during HMRC investigations, ensuring your rights are protected and all interactions are handled professionally.
Compliance Checks and Enquiries:
Assistance with HMRC compliance checks, responding to queries, and ensuring all required documentation is accurately provided.
Worldwide Disclosure Campaign:
Assistance with declaration of foreign income not previously reported to HMRC and optimising your position for reduced penalties where possible.
Let Property Campaign:
Assistance with declaration of previously unreported rental income and optimising your position for reduced penalties where possible.
Dispute Resolution:
Managing disputes with HMRC, negotiating settlements, and providing expert advice to minimise any potential penalties or liabilities.