Our Services

We have the expertise and software to take the headache out of form filling and provide you with practical advice on personal tax positions and the planning opportunities available to you. We can complete tax returns, calculate any tax liability and advise you on exactly when to make payments and how much to pay.

Optimise your tax position and ensure you meet the compliance requirements with our professional advice and support. Our specialist tax team can provide you with year-round advice on all aspects of personal taxation.

Being the subject of a tax investigation by the Inland Revenue can be a stressful and worrying experience. We have a wealth of experience in dealing with Inland Revenue investigations, whether they are enquiries into an individual's Tax Return under the Self-Assessment regime, more detailed enquiries or employer-related investigations into PAYE and P11d compliance. If you are about to be the subject of an investigation, we can provide expert help and support.

With the increased risk of Inland Revenue Investigations, it may be worth considering out Tax Investigation Service to protect you and your business from unexpected costs which could become substantial depending on the complexity of the case. Please ask for a quotation.

The legal responsibility for correctly calculating the corporation tax liability falls on business owners under Corporation Tax Self Assessment (CTSA) - we can help by preparing tax returns in a timely and efficient manner, calculate your company's tax liability and assist with the calculation of any quarterly instalment payments. The increased reporting obligations, investigation policies on the part of the tax authorities and harsher penalties for non-compliance mean that your time and resources can be taken up with tax administration. We can help minimise corporate tax exposure and relieve the administrative burden.

Few of us like to think about what happens once we’re gone however; the relevant legislation requires us to plan well in advance by making the necessary provisions. Take advantage of the many tax opportunities available in the system by making your arrangements early.

It is important when planning to transfer an estate that adequate provision is made. Getting the right balance requires considerable skill and foresight - along with a detailed knowledge of the current tax regime. We provide a discreet comprehensive estate planning service that includes:

• help with planning and reviewing a will;
• making full use of exemptions and lower tax rates on lifetime transfers;
• optimising lifetime transfers between family members;
• transferring agricultural or business property;
• transferring assets into trust; and
• arranging adequate life assurance to cover potential inheritance tax liabilities.

With ever changing regulations and the growing demands of Customs & Excise we can help to ensure that you comply with VAT regulations in the difficult administrative process. To help you manage this complex area, we provide an efficient, cost-effective VAT service, which includes:

• assistance with VAT registration;
• advice on VAT planning and administration;
• VAT control and reconciliation;
• help with completing VAT returns;
• planning to minimise future problems with Customs and Excise; and
• negotiating with Customs and Excise in disputes and representing you at VAT tribunals if necessary.

Running a payroll on a Construction Industry Scheme can be time consuming and complicated and can be very costly if you get it wrong. We can offer cost-effective solutions through our Payroll Bureau reliving you to make better use of your time. We are able to provide a complete payroll service, whatever the size or complexity of your business, or simply provide support when needed.

We can help you with all your general bookkeeping requirements, internally or externally. From writing up books to the finishing touches – we can also advise on bookkeeping systems in order to create your own management information.

To be successful every business should plan ahead, but daily business pressures often gets in the way of the strategic planning process. Financial forecasts are a crucial part of any business plan and we can ensure these are both meaningful and robust.

Drawing on our wealth of experience we can support our clients through this often daunting experience of liaising with banks and other financial institutions. Your professional and personal goals are central to our consulting services; we take the time to get to know you better so we can offer the best advice.

Our management consultancy service can review your credit control, stock control, budgeting and financial reporting systems and allow you to take full control of these key areas of your business. We can also help you address specific problem areas in your business such as gross profit, cost control and stock valuation. Effective management information will allow you to seize opportunities when they arise or identify problems quickly so you can take effective corrective action.

By working closely with you to get to know your business we can make suggestions to help improve profits or to develop and grow your business. We can prepare your monthly or quarterly management accounts to ensure you always have reliable and accurate information on which to base your business decisions.

Having experience of various accounting software packages including SAGE, Quickbooks, TAS Books to name only a few, we can advise you on the package most suited to your needs. As SAGE Accountants Club members we can supply the SAGE software itself, install it and provide training.