We are a three partner firm of Chartered Tax Advisers providing tax advisory and compliance services to private clients, business and trustees. As well as being Chartered Tax Advisers, we are qualified accountants with considerable experience enabling us to offer a rounded and complete approach to our client’s tax and accountancy requirements, whether they are running a business or looking for assistance in managing their personal tax affairs.
We are centrally located in Nottingham and act for clients throughout the UK. We offer our expertise as an annual service to clients including compliance and advice, for a fixed annual fee. Our friendly team would be pleased to discuss how we can assist you with your tax and accounting requirements. Please contact us for further information.
All three of our partners are experienced private client advisors and we offer bespoke personal tax advice to our clients. Advisory services include capital gains tax planning, where we have a particular focus on property, inheritance tax planning where we often work alongside the family solicitor and income tax planning to help ensure that families tax affairs are arranged in a tax efficient manner.
We can also assist by reviewing your current estate planning and your Will, and advise on any changes that could be made to improve tax efficiency, reflect changes in circumstances or legislation.
Whether you are a sole trader, partnership or as a corporate body, we offer a range of advisory and compliance services tailored to your business. Whether you are a just starting out and wondering which is the most appropriate business structure for your circumstances, an established business seeking proactive advisers or perhaps you are already considering your exit strategy, our experienced team can help you achieve your goals tax efficiently.
Our business compliance services include annual accounts and corporation tax returns as well as company secretarial work, VAT, basic payroll and ATED returns. We have also assisted start-up companies in applying for Enterprise Investment Scheme and Seed Enterprise Investment Scheme approval and can also assist in the setting up of tax efficient HMRC approved schemes such as Enterprise Management Incentives.
As well as advising on tax planning using Trusts, we are able to offer Trustees and Executors ongoing assistance with their compliance and reporting obligations. Services include; trust accounts and tax returns, acting as Professional Trustee or Executor, advising Trustees in respect of their inheritance tax reporting obligations including 10 yearly charges and exit charges as well as the preparation of associated inheritance tax returns. We often act alongside probate solicitors to assist with the taxation aspect of administering an Estate.
When acting in any legal capacity, including as a Trustee, Executor or when holding a Power of Attorney, for the protection of our clients and to meet regulatory requirements, all such appointments are taken up jointly with at least one third party, for example a solicitor or member of the client’s family.
If you have any questions then please contact us today and we will be happy to help you.