Our Services

We have detailed our most frequently provided services below but as an ICAEW firm we can handle almost all tax and accountancy issues.

Why not contact us to arrange a free consultation to discuss the issues that mean the most to you and find out how we can provide a bespoke solution to support your business.

Accounts Preparation and Review

Production of your year-end statutory accounts in the format required by Companies House and HMRC.
Once your accounts are prepared, we like to take the time to review the figures with you in order to identify any opportunities to improve the business or to save taxes in the future.

Bookkeeping and Cloud Accounting

Monthly or Quarterly Bookkeeping
Maintenance of sales and purchase ledgers
Reconciliation of bank accounts and VAT records
Preparation of management information
In person training for your bookkeeping software
Remote bookkeeping assistance for all cloud accounting software

Tax Return Preparation

Preparation and submission of self-assessment tax returns for Individuals, Sole Traders, Partnerships and Trusts ensuring that returns and tax payments are all completed on time
Preparation and submission of Corporation Tax Returns for Limited Companies
Preparation and submission of 60-day Capital Gains Tax Returns for the sale of residential property
Preparation and submission of the 10 year periodic charges for discretionary trusts

Tax Planning and Advice

Income structure planning to allow you to make full use of the allowances that are available to you
Pension contribution planning to extend your basic rate tax bracket and to preserve your personal allowance
Extraction planning to draw your business profits out in the most tax efficient way
Ensuring allowable expenditure is included on your tax returns and that allowances are claimed for capital expenditure

Farming

Herd basis livestock valuations
Tax free profit adjustments on herd disposals
2 year and 5 year averaging of profit claims
Farmhouse expenditure claims
Inheritance tax and succession planning
Capital gains tax planning for farm building conversions

Inheritance Tax Planning

Reviewing your assets to determine your expected Inheritance Tax exposure
Advice on how the expected Inheritance tax could be mitigated
Advice on making gifts and the use of trusts
Use of Inheritance tax reliefs such as agricultural or business relief
Use of deeds of variation if wills were not structured efficiently

VAT

Advice regarding registration/deregistration
Reviewing which VAT scheme is best for your business
Preparing and submitting quarterly returns
Compliance with VAT Making Tax Digital
Ensuring HMRC deadlines are met
VAT reclaims for self-build homes
Specific VAT advice e.g. whether a project qualifies for the reduced 5% VAT rate for barn conversions

Payroll

Payroll processing including RTI submissions to HMRC
Advising on PAYE/NIC liabilities
Pension contributions ensuring compliance with the Auto Enrolment legislation
Use of our payroll portal to provide payslips to your staff
Year end P60s, filing and P11D compliance

Making Tax Digital

Making Tax Digital will be introduced from April 2026 for sole traders and/ or landlords who have a turnover greater than £50,000. Quarterly income tax submissions will be required in addition to any VAT return submissions so it is essential that you have a plan in place for a compatible bookkeeping system. We can help you by creating a bespoke bookkeeping process that will allow you to be fully compliant with the legislation whilst having minimal impact on your current operations.

Construction Industry Scheme

Registration for contractors and subcontractors
Checking subcontractors payment status
Completion of CIS monthly returns online
Claiming tax refunds for deductions suffered
VAT advice for the CIS reverse charge scheme

Support for New Businesses

Advice on whether to form a Limited Company or to operate as a Sole Trader or Partnership
Preparation of budgets and forecasts to support finance applications
Tax and extraction planning to help you keep more of your profits in your own hands
Advice on whether to register for VAT and which VAT scheme to apply for
Creation of a Bookkeeping system that works for you

Can't see what you're looking for?

If you are looking for a specific service or if you can’t see what you are looking for then please do give one of our team a call as we can usually help you.

If we are unable to help you directly, we should still be able to refer you to someone who can assist you. As we are a local firm ourselves, we are always happy to help other local businesses when we get a chance.