top of page
Financial Advisor

WHO WE SERVE

INDIVIDUALS AND SOLE TRADERS

We can help with your individual tax return.  Are you a sole trader or thinking of starting out? Do you have rental properties and are not sure how to treat income and expenses?  Are you taking on employees and are not sure what this entails, how about your own pension?  Perhaps you are a contractor and are worried about IR35?

LIMITED COMPANIES

Limited companies have increased reporting and compliance requirements.  We keep abreast of legislative changes and identify those relevant to your business.

The day to day requirements of bookkeeping, invoicing, payroll, accounts filing, and VAT can take you away from the core of your business.  We can work with you to take care of these requirements and you can get back to doing what you do best.  It's in our interest to look after your interests. 

Are you looking to raise finance and need help with business planning or are you looking towards retirement and want to exit?  Perhaps you are looking to make a large investment and are concerned about cashflows or structuring an acquisition.  We would love to help.

Are you a sole trader and thinking a limited company may be right for your business you but need guidance on the advantages of incorporating and when would be the correct time to transition, or how to transition?  Are you concerned about tax changes and profit extraction. Get in touch.

Landlords

We love buy-to-let.  Do you have an exiting portfolio or are you looking to build one?  Do you have questions around stamp duty, using a company, mortgage costs and leaving something for your loved ones, or perhaps you don’t have the time to meet the ever growing list of obligations.  Let’s have a chat.

Financial District

SERVICES

ACCOUNTANCY AND BUSINESS: 

  • Annual accounts for sole traders and partnerships

  • Statutory, Limited Company, accounts to comply with the requirements of the Companies Act

  • Budgets, planning, forecasts and cash flows

  • Weekly, monthly or quarterly management information

  • Bookkeeping and payroll

TAX MATTERS:

  • Corporation tax, allowances and reliefs.

  • Income tax, deductions and National Insurance.

  • VAT

  • Inheritance tax

  • Capital gains

bottom of page