“It does not do to leave a live dragon out of your calculations, if you live near one”
— J.R.R. Tolkien
Our services
The unique thing about us is not the range of services we offer – most good accountants are similar – but the depth, practical insight, tested experience and holistic vision instinctively used and applied to each of our client’s affairs.
Accounts & cloud accounting
We have a comprehensive knowledge of accounting and accounts production for all of the niche specialisms that we cover. We offer a wealth of practical commercial experience, financial and business acumen and ‘can do’ solutions. We are mindful of deadlines so that our clients don’t have to be. We offer support and empathy throughout each process.
Cloud accounting
Our clients are located around the UK and, in some cases, overseas and Cloud Accounting allows us all to be linked very practically and effectively. It goes way beyond traditional book-keeping and provides real-time data and reporting on every aspect of your business and finances. Your decisions can be well-informed and implemented quickly as demands necessitate. The smooth and successful running of any business relies on the quality of its core financial and information systems.
For example, we provide back office accounting, financial management and support to a marina and boatyard in the Channel Islands using various cloud based systems and technologies. When you work with us you’ll discover most things are possible!
We work with all cloud accounting softwares including QuickBooks, Xero, Sage, Kashflow and FreeAgent
Taxation
We appreciate that all things tax-related can be stressful. Key to alleviating concerns is the ability to plan for the future. We can fuse business performance and future strategies with robust tax planning to give predictable outcomes over the years. It is essential for our clients and their families that income and capital taxation liabilities are accurately predicted and managed.
From backgrounds in the ‘Big Four’ accounting firms and HM Revenue and Customs, we offer sophisticated tax strategy, planning and time specific implementation for all taxes in all circumstances.
Income Tax
By working with our clients and involving them in each stage of our review we are able to suggest insights and planning solutions. Together, we consider their commercial objectives, family circumstances and lifestyle and all of the inherent tax implications, now and in the future.
We offer a full tax compliance service across all the taxes including submission of tax returns and elections and receiving and checking all assessments, demands for payment and correspondence issued by HM Revenue & Customs. We make appeals where necessary and do everything to instinctively protect the best interests of our clients.
Corporation Tax
Our team of qualified tax specialists understand the tax and commercial issues clients face generally in today’s financial, business and COVID-19 climates and those more specific to their particular business sector and their personal circumstances. It is this deep and far-ranging experience and high-level exposure which allows us to be a fully proactive partner in managing clients corporation tax affairs.
We provide comprehensive service from the detailed planning advice annually and ad hoc including corporate M&A , disposals and restructuring to the calculation of taxation liabilities balanced between corporate and personal, including corporation tax returns, reporting and all compliance matters.
Payroll, COVID 19 and compliance
Our specialised support team offers all the skills and experience required in this increasingly complex area. We support all clients’ PAYE requirements whether weekly, monthly annual or ad-hoc. This includes COVID 19 advice and support, year-end compliance, returns, reviews, P60’s, P11D’s, dispensations as well as full support with HMRC investigations and audits.
VAT
VAT is even more complex following Brexit and it affects all businesses in one way or another. The financial penalties for non-compliance are high. We can assist with planning and compliance issues for both home and overseas markets.
In addition, our specific services include Registration and De-registration; VAT return completion and other compliance matters; Selection of the most appropriate scheme option for your business; Negotiations with HMRC and representation at tribunals; International aspects including determination of 'place of supply' and specific issues arising out of Brexit.
We can help to minimize liabilities and penalties in the event of a VAT investigation.
Estate planning and capital taxes
If you are making future plans for your estate, or revisiting existing plans, or you are concerned about family distribution or cash management or taxes or anything else, we have the knowledge and expertise to assist you in a meaningful and holistic way to establish a clearer vision of what lays ahead.
Inheritance tax and planning - including the use of trusts, making use of reliefs and exemptions, specific gifts of assets and calculating the likely exposure to tax for you and everyone else involved.
Capital gains tax - timing and planning for transactions, best use of ownership and other legal structures including maximum use of all available reliefs.