One firm, three disciplines.

Year-end accounts for self-employed persons, contractors, landlords, partnerships, limited liability partnerships, companies, charities, and trusts — prepared and filed with HMRC and Companies House as required.

Monthly, quarterly, or annual management accounts — giving you the financial information you need to secure loans and mortgages, plan ahead with confidence, and know exactly how much to set aside for tax.

Creating, managing, and updating a rolling 12-month three-way forecast — covering profit and loss, cash flow, and the balance sheet — to give your board and team a shared view of where the business is heading. A clear forecast also strengthens your position for raising debt or equity.

Creating a rolling 13-week cash flow forecast — helping you spot surplus cash early, so you can make confident decisions about investment, hiring, inventory, or drawing funds from the business. It also gives investors and lenders confidence that the business is generating cash.

A comprehensive assessment of your business's financial health — covering your financial statements, cash flow, profitability, and tax position — with practical recommendations to help you address any issues identified.

Regularly reconciling bank accounts, credit cards, and merchant accounts — keeping your receivables, payables, accruals, and prepayments accurate and up to date.

Creating sales invoices, checking credit customers' payment history, allocating invoices to the correct revenue codes, ensuring VAT is correctly charged, and sending invoices out to your clients.

Recording supplier invoices, allocating them to the correct nominal codes, verifying VAT treatment, and preparing payment schedules.

Managing your debtors' ageing report, sending payment reminders, flagging customers with a history of late payment, and chasing overdue invoices — helping to improve your cash flow, reduce reliance on borrowing, and minimise bad debts.

Managing your creditors' ageing report, reconciling supplier statements, preparing payment schedules, setting up payments for your approval, and ensuring every supplier is paid on time.

Weekly, fortnightly, or monthly PAYE administration — covering RTI filings, payslips, P45, P60, P11D and P46(Car) forms, National Insurance and pension contributions, auto-enrolment, payrolling benefits-in-kind (BiKs), tronc schemes, and PAYE Settlement Agreements (PSAs).

Registering contractors for CIS, verifying subcontractors' CIS status, calculating deductions on payments to subcontractors, preparing CIS payment and deduction statements, and filing monthly CIS returns with HMRC.

Registering subcontractors for CIS — so deductions are made at 20% rather than 30% — and applying for CIS tax refunds on their behalf.

Registering subcontractors for 'gross payment status' — so payments are received without any deduction — and advising on how to maintain that status, since HMRC reviews it annually.

Self Assessment (personal) tax returns, partnership tax returns, company tax returns, charity tax returns, trust tax returns, capital gains tax returns on residential property disposals, Employment Related Securities (ERS) returns, and Annual Tax on Enveloped Dwellings (ATED) returns.

Digital record keeping, quarterly updates, and final declarations for sole traders and landlords — in line with HMRC's Making Tax Digital requirements.

Advising on the most tax-efficient way to structure your income, and how to extract cash from your company while keeping your overall tax liability as low as possible.

Digital record keeping and quarterly VAT returns for VAT-registered businesses — in line with HMRC's Making Tax Digital requirements.

Advising on the application and implementation of the most effective VAT scheme for your business — including the cash accounting scheme, annual accounting scheme, flat rate scheme, retail schemes, the second-hand goods margin scheme, the capital goods scheme, and other sector-specific schemes for caterers, chemists, florists, and similar trades.

Advising on VAT implications related to single and multiple supplies, partial exemption, land and property transactions, the option to tax, construction services, sub-leases, transfer of a going concern (TOGC), group VAT, and the domestic reverse charge.

Filing Intrastat declarations and EC Sales Lists, and advising on Postponed VAT Accounting, the One Stop Shop (OSS) scheme, the Import One Stop Shop (IOSS) scheme, and B2B and B2C considerations for cross-border sales.

Making representations to HMRC on your behalf — in respect of nudge letters, information notices, enquiries, compliance checks, discovery assessments, cross-tax enquiries, personal liability notices (PLNs), follower notices, and accelerated payment notices (APNs) — obtaining closure notices, and filing appeals with HMRC and before the First-Tier and Upper Tribunals.

Advising on making voluntary disclosures to HMRC regarding undeclared income, capital gains, PAYE, VAT, National Insurance, inheritance tax, corporation tax, R&D relief claimed in error, electronic sales suppression (ESS), unpaid tax on crypto assets, and the Annual Tax on Enveloped Dwellings (ATED).

Making representations to HMRC in respect of investigations into complex tax arrangements and tax avoidance schemes under the Code of Practice 8 (COP8), and tax fraud under the Code of Practice 9 (COP9).

Advising on making tax fraud disclosures to HMRC using the Contractual Disclosure Facility (CDF), in exchange for immunity from criminal prosecution.

Postponement applications

HMRC can open an enquiry at any time — even when everything has been done correctly. Our Tax Enquiry Fee Protection Service covers our professional fees in full, so you're protected from unexpected costs and supported throughout.

Advising on claiming up to 100% of expenditure on plant and machinery, motor vehicles, computers, equipment, furniture, fixtures and fittings — saving corporation tax between 19% and 26.5%.

Advising on the conditions for claiming capital allowances on fixtures acquired with a property.

Advising on claiming the Structures and Buildings Allowance — 3% of expenditure on acquiring or constructing a building for business use — saving corporation tax between 19% and 26.5%.

Advising on qualifying R&D expenditure (RDQE), R&D Expenditure Credit (RDEC), additional deduction relief at 186%, tax credit and cash repayment for R&D intensive SMEs, obtaining advance assurance from HMRC, and the Patent Box regime.

Advising companies on claiming an enhanced deduction of 150% of qualifying expenditure on remediating contaminated or derelict land, saving corporation tax at a rate of between 28.5% and 39.75% — and on claiming a tax credit (or cash repayment) for loss-making companies, worth 24% of qualifying expenditure.

Advising companies on creative industry tax reliefs and expenditure credits for the production and development of films, television programmes, video games, theatrical productions, orchestral concerts, and museum or gallery exhibitions.

Advising on reducing personal tax using the personal savings allowance, dividend allowance, marriage allowance, blind person's allowance, trading allowance, property allowance, rent-a-room relief, employment expenses, pension contributions, Enterprise Investment Scheme (EIS) relief, Seed Enterprise Investment Scheme (SEIS) relief, Venture Capital Trust (VCT) relief, Individual Savings Accounts (ISAs), charitable donations, Gift Aid, and the use of correct tax codes.

Advising on residence and Statutory Residence Test (SRT), Foreign Income and Gains (FIG) relief, Foreign Tax Credit Relief (FTCR), Unilateral Relief, Deduction Relief, Double Taxation Treaties (DTT), Overseas Workday Relief (OWR), Temporary Repatriation Facility (TRF), Business Investment Relief (BIR), Temporary Non-Residence (TNR), and Non-Resident Capital Gains (NRCG) regime.

Advising on reducing capital gains tax using the annual exempt amount (AEA), business asset disposal relief (BADR), investors' relief, rollover relief, gift relief, business property relief (BPR), agricultural property relief (APR), private residence relief (PRR), efficient utilisation of the basic rate band, and exempt transfers between spouses and civil partners.

Advising on reducing inheritance tax using the annual exemption, small gifts exemption, wedding gifts exemption, nil rate band (NRB), residence nil rate band (RNRB), taper relief, quick succession relief, fall in value relief, post-mortem relief, business property relief (BPR), agricultural property relief (APR), and the restricted spouse exemption.

Advising on benefits-in-kind (BiKs) — including childcare, company cars and fuel, living accommodation, and relocation expenses — pension schemes, salary sacrifice arrangements, termination payments, off-payroll working (IR35) rules, and statutory payments.

SIPPs and SASSs

QROPS (Qualifying Recognised Overseas Pension Schemes) and QNUPS (Qualifying Non-UK Pension Schemes)

Advising on and executing the tax-efficient transfer of a sole trader or partnership business to a company — using incorporation relief, gift relief, business asset disposal relief, business property relief, alphabet shares, and pre-incorporation loss relief where applicable.

Advising on partnership losses, including loss relief for non-active and limited partners, disguised employment, mixed partnerships anti-avoidance rules, and partnership capital gains.

Advising on Enterprise Investment Scheme (EIS), Seed Enterprise Investment Scheme (SEIS), and Venture Capital Trust (VCT).

Advising on employee share and share option schemes, including Share Incentive Plans (SIPs), Company Share Option Plans (CSOPs), Enterprise Management Incentives (EMIs), Save As You Earn (SAYE), and other non-tax advantaged schemes — and filing ERS returns.

Advising companies on loss reliefs, Intangible Fixed Assets (IFA) tax relief, derivative contracts, sale and leaseback, close company loans and benefits, buyback of shares, major change in trade (MCINOCOT), major change in business (MCINOCOB), transfer of trade, sale of shares, management buyout, Employee Ownership Trust (EOT), dividend in specie, administration and liquidation, Annual Tax on Enveloped Dwellings (ATED), and Senior Accounting Officer (SAO) reporting.

Advising on group tax planning — including Substantial Shareholdings Exemption (SSE), group relief, consortium relief, group capital gains, group VAT, group administration, successions and demergers.

Computing quarterly instalment payments (QIPs) for corporation tax for companies making profits of more than £1.5 million a year.

Advising on company residence, migration of a company, incorporation of an overseas permanent establishment (PE), transfer pricing, double taxation relief, Corporate Interest Restriction (CIR), Controlled Foreign Companies (CFCs), multinational top-up tax (MTUT), and domestic top-up tax (DTUT) — and filing Pillar Two returns, and Profit Diversion Compliance Facility (PDCF) disclosures.

Advising on deduction of income tax on company payments of interest, royalties, and other annual payments — and filing return of income tax on company payments (CT61).

Advising companies and partnerships with corporate partners owning residential properties worth more than £500,000 on Annual Tax on Enveloped Dwellings (ATED) — and filing ATED returns with HMRC.

Incorporating private limited companies, companies limited by guarantee (CLGs), community interest companies (CICs), limited liability partnerships (LLPs), and registering UK establishment of an overseas company (branch office), overseas entities (dealing with UK land or property), trusts, and charities.

Registering businesses and their directors, partners, and secretaries with HMRC, setting up their Government Gateway accounts, and obtaining their Unique Taxpayer References (UTRs).

Registering businesses with HMRC for the relevant taxes — including self-assessment, corporation tax, VAT, PAYE, CIS, EORI, and ATED.

Registering businesses with the Information Commissioner's Office (ICO) for GDPR compliance.

Drafting specialised articles of association involving alphabet shares and different share rights, filing share transfers and share allotments, maintaining statutory registers, preparing minutes of meetings and board resolutions, and reporting changes in company name, registered address, directors, partners, secretaries, share capital, partners' capital, accounting reference date, and nature of business.

Providing companies, partnerships, and their directors, partners, and secretaries with a professional UK registered address — ideal for businesses operating outside the UK, trading online, or working from home.

Striking off private limited companies, companies limited by guarantee (CLGs), community interest companies (CICs), limited liability partnerships (LLPs), UK establishment of an overseas company, overseas entities, and charities from the Companies House register.

Deregistering for taxes with HMRC — including self-assessment, corporation tax, VAT, PAYE, CIS, EORI, and ATED.

As an authorised corporate service provider, we offer assistance in identity verification checks as required by Companies House for directors, partners, and secretaries of private limited companies, companies limited by guarantee (CLGs), community interest companies (CICs), limited liability partnerships (LLPs), UK establishment of an overseas company, overseas entities, and charities.

Registering trademarks — nationally with the Intellectual Property Office (IPO), across the EU with the European Union Intellectual Property Office (EUIPO), or internationally with the World Intellectual Property Organization (WIPO).

For businesses that want to establish their online presence from day one — or even before launch. Services include internet domain registration, email hosting, website design, website development, and website hosting.