Services

How we can help

Eight practice areas covering everything from personal tax returns to IFRS technical reporting, delivered with PwC and Deloitte standards and a partner-led approach.

Individuals

·Self Assessment tax returns
·Landlord and rental income accounts
·Making Tax Digital for Income Tax
·Capital Gains Tax on property and shares, including the 60 day UK property return
·Sole trader and partnership accounts
·Non resident and overseas income tax
·HMRC letters and enquiries

Limited companies

·Annual statutory accounts and Companies House filing
·Corporation Tax returns (CT600) and tax computations
·Bookkeeping, monthly or quarterly
·VAT registration and VAT returns under Making Tax Digital
·Payroll, RTI, auto enrolment pensions and P11D
·Management accounts and KPI reporting
·Company formation and company secretarial
·Director tax planning: salary, dividends and pensions
·R&D tax credits
·Cloud accounting setup (Xero, QuickBooks, Sage)

Tax planning and restructuring

·Inheritance Tax planning
·Estate and succession planning for families and family businesses
·Property tax planning: buying, holding, transferring and selling
·Incorporation of a sole trade or property portfolio
·Group and business restructuring
·Share reorganisations, demergers and exit planning

Tax investigations and forensic accounting

·HMRC tax investigations and enquiry defence
·Voluntary disclosures and the Worldwide Disclosure Facility
·Forensic accounting and fraud investigations
·Shareholder and partner disputes
·Expert reports for litigation and divorce

IFRS and technical accounting

·IFRS technical accounting papers on complex and judgemental areas
·Transition from UK GAAP (FRS 102) to IFRS
·Impact assessments for IFRS 9, IFRS 15, IFRS 16 and IFRS 17
·Group consolidation and reporting
·Acquisitions, carve outs and reverse acquisitions
·IFRS 5 held for sale and discontinued operations
·Deferred tax and impairment assessments
·Accounting policy manuals and disclosure checklists
·Year end and audit readiness support

Controls, risk and assurance

·Internal control design and documentation
·Control testing for design and operating effectiveness
·SOX and Provision 29 readiness
·Risk assessments and risk registers
·Internal audit outsourcing and co sourcing
·Process reviews and SOP writing
·Balance sheet reviews and reconciliation clean ups
·Fraud risk assessments

Business advisory

·Interim finance director and financial controller support
·Cash flow forecasting and budgets
·Business valuations
·Due diligence for buying or selling a business

Accountancy and audit support

·Statutory accounts under FRS 102 and FRS 105, including micro-entity filings
·Audit and assurance support: audit files, schedules and auditor liaison
·Charity and not-for-profit accounts, including Trustee Annual Reports
·E-commerce, marketplace and crypto-asset accounting
·Inventory, stock valuation and cost accounting
·Director's loan accounts, Section 455 tax and intercompany balances
·Dormant company accounts, striking off and dissolution
·Late and overdue accounts and returns, with penalty mitigation

Packages

Simple monthly packages. Mix and match with add-ons as your needs change.

Starter

Sole trader or landlord, fixed monthly fee

Essentials

Small limited company with accounts, CT600, payroll and VAT

Growth

Everything plus management accounts and quarterly reviews

Add ons

Tax investigation fee protection, bookkeeping, R&D claims

Discuss your needs