Personal and business tax advice

Whether personal or corporation tax, VAT or PAYE, we help you understand the issues and the different schemes involved, and then work with you to ensure you pay as little tax as possible.

When it comes to retiring, you may want to sell your business, wind it down or pass the whole lot on to the next generation. Over the years, we have saved our clients many hundreds of thousands of pounds in income tax, capital gains tax and inheritance tax through careful planning, and are happy to work with your financial adviser and solicitor to make your life easier.

Accounts preparation

We take your data, be it on Sage or just a spreadsheet, and prepare your year-end and statutory accounts leaving you to focus on running your business.

Your accounts will be presented in plain English and we will talk you through any financial issues that need addressing to keep your business running successfully.

Management accounts

To be able to take better strategic decisions and to identify issues before they become a problem, you need monthly or quarterly figures that are bang up to date. So we can provide regular management accounts in a format that means something to you. We will then talk you through the issues to help you plan.

For many clients, we also act as a trusted sounding board and encourage them to pick up the phone and chat ideas through with us.


If you require or want your accounts audited, we balance the strict compliance requirements against your need to run a business. This means we work around your people, keeping disruption to a minimum, while providing essential insights and statutory reports on your financial controls.


There’s no need to waste time keeping up to date with the latest edicts from HMRC, or to waste money on payroll software licences. For clients who don’t want the hassle of dealing with payroll themselves, you can outsource it to us.

Our payroll specialists will handle all your payroll requirements including:

  • Filing monthly and annual returns with HMRC;
  • Providing P60s for all your staff;
  • Calculating statutory sick and maternity pay, student loan deductions and holiday entitlement.

At the end of the month, you’ll receive the data in a format convenient for you to enter into your accounting system.


For clients who aren’t yet established enough to employ their own bookkeeper, we make this headache go away. You will receive regular management accounts, which we review with you to assess the best way to drive the business forward.