Taxation. Business compliance. One direct line.
From start-up to growth, and onwards to exit and succession planning — we provide workable options and tax-efficient solutions across the full lifecycle of your business.
Taxation.
A wide range of general and bespoke tax advice across corporation, employment, indirect, personal and private client matters, plus R&D and investigations.
Corporation Tax
Accurate, timely and proactive tax advice as your business grows.
- Tax compliance
- Losses and capital allowances planning
- R&D credits claims
- Group structure setup
- Succession planning
Employment Taxes
Getting employee pay and taxes right, across payroll, statutory obligations and overseas considerations.
- RTI, statutory payments and payroll obligations
- National Minimum Wage and Living Wage compliance
- Salary sacrifice, pension review and auto-enrolment
- Benefits, expenses, P11D and PSA compliance
- Redundancy policies and termination payments
- Off-payroll working / IR35 considerations
- CIS implementation and advice
- Residency, domicile and overseas matters
Indirect Taxes
VAT is a complicated tax with frequent inspections and a harsh penalty regime. We take it seriously.
- VAT registration and deregistration
- VAT returns and MTD-compliant filing
- Error correction and compliance reviews
- Advice on high value transactions, including property
- VAT on acquisitions and disposals
- VAT audits and HMRC investigations
- Flat rate vs standard rate review
- Option to tax land and property
Personal and Private Client Matters
Regular and complex personal tax matters — SIPPs, SEIS/EIS, pensions and beyond — alongside protecting and enhancing personal wealth.
- NIC implications of multiple employments
- Capital gains tax planning, calculations and residential property reporting
- BADR, Rollover, Holdover, Investors and PRR reliefs
- Optimising timing of disposals and acquisitions
- Let Property Campaign and worldwide disclosures
- Marriage Allowance transfer claims
- Tax planning with pensions, gift aid and investments
- Inheritance tax: lifetime gifts and compliance
- Residence and domicile review
- Pre-arrival, departure and remittance basis planning
R&D Tax Credits
A valuable incentive that reduces corporation tax, or provides a cash payment for loss-making innovators.
- Eligibility assessment
- Cost analysis and qualifying expenditure
- Claim preparation and HMRC liaison
- Defence in the event of HMRC enquiry
- Sector-specific R&D advice
Tax Investigations
Calm, expert representation in HMRC enquiries. Minimising disruption and finding viable outcomes.
- Self Assessment enquiries
- Corporation Tax investigations
- VAT inspections and compliance checks
- PAYE and Employer reviews
- Capital Gains Tax enquiries
- Property income and rental enquiries
- Tax and voluntary disclosure matters
- Cryptocurrency and digital asset enquiries
Business Compliance.
From start-up to growth and to exit and succession planning. Workable options and tax-efficient solutions across the full lifecycle.
Structuring your business
Sole trader, partnership, LLP, limited company or not-for-profit. Chosen for growth, security and tax efficiency.
- Entity selection tailored to your goals
- Tax-efficient ownership structures
- Family investment companies
- Restructuring of existing businesses
- Future-proofing for growth and exit
Accounting Software
Sage, Xero and QuickBooks expertise. Choosing and setting up the system that fits your current and future needs.
- Software selection and migration
- Cloud accounting setup
- Bookkeeping support and training
- Integration with payroll and VAT
- Ongoing system reviews
Filing and Compliance
Statutory obligations and deadlines, delivered in the most efficient way.
- Year-end accounts in compliance with UK GAAP
- Corporation tax return filing
- Companies House annual filings
- Confirmation statements
- Director and shareholder duties
Audit Support
We do not undertake audits, but we will make your business audit-ready and liaise with auditors throughout.
- Pre-audit reviews
- Internal control assessments
- Liaison with external auditors
- Statutory and optional audit preparation
- Process improvement recommendations
Research & Development
Successfully supporting R&D tax credit claims since 2012. It is not all about lab coats and chemicals.
- Eligibility assessment
- Qualifying activity identification
- Robust claim preparation
- HMRC submission and follow-up
- More than a decade of claim experience
Virtual Finance Director
C-suite finance support without a full-time hire. Board meetings, agenda-setting, action plans.
- Board meeting attendance
- Agenda-setting and chairing
- Action plan presentation
- Strategic financial advice
- Performance and KPI reporting
Forward-looking work, where the value compounds.
Cash flow forecasting & business planning
Forward planning is the backbone of any successful business. Management reporting, including forecasts and variance analysis, is the key difference between a great business and an average one. We help you look at historical data in a new light and plan for the future.
IHT and exit planning
Whether you want to start a new business, change direction or retire, exit planning lets you transition in a managed and systematic way. We provide the tax advice and step-by-step support the paperwork requires.
Tax planning
Planning ahead avoids nasty surprises and unlocks reduced taxes: more avenues, better plans. Decades of experience supporting sole traders, company directors and high-net-worth individuals.
Virtual Finance Director
FD-level support without the full-time hire. Board meetings, agenda-setting and action plans, when you need them.
A calm partner in your corner.
HMRC can start an enquiry or investigation on any business or person. Should you be subject to one, we have specialists at hand. We deal with VAT, payroll, income tax, corporation tax and capital gains tax enquiries — and work to the best outcome for you.
Fixed fees. No surprises.
Three packages across sole traders, limited companies and ltd-company landlords. From £35/month, ex-VAT for sole traders. Bespoke quotes on request.
