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Our clients
Who we help
Different circumstances, the same standard of attention. These are the situations we see most often.
Business owners & directors
Limited companies and owner-managers who want an adviser thinking about the company and their own position together, not filing them separately.
- Year-end accounts and corporation tax
- Profit extraction reviewed annually
- Director self assessment included
- Quarterly conversations, not an annual one
Individuals with complex affairs
Income from several directions, investments, property and business interests, where one tax return is the output but not the work.
- Annual planning review before the year end
- Capital gains and inheritance tax planning
- Coordination with your other advisers
- Discretion as standard
Property landlords
From a single flat to a portfolio held across personal and corporate ownership, including whether that split still makes sense.
- Rental accounts and finance cost restriction
- 60-day capital gains reporting
- Incorporation modelled properly
- SDLT on acquisitions and transfers
Contractors & freelancers
Straightforward year-round support, with the IR35 position considered rather than assumed.
- Company accounts and corporation tax
- Salary and dividend planning
- IR35 status reviewed
- VAT scheme comparison
Start-ups
Getting the structure right at the beginning, because unpicking it later costs more than setting it up properly did.
- Incorporation and share structure
- Registrations and first filings
- Cloud bookkeeping set up from day one
- Funding and investor readiness
Professional practices
Partnerships and consultancies where the firm's position and each partner's position have to be looked at together.
- Partnership accounts and returns
- Partner tax reserves and drawdowns
- Profit sharing and allocation
- Incorporation questions
Non-resident individuals
UK tax obligations while living or working overseas, and the planning around arriving or leaving.
- Statutory residence test
- UK rental and investment income
- Double tax relief
- Arrival and departure planning
Families & trustees
Planning that spans more than one generation, alongside your solicitor and investment adviser.
- Inheritance tax and gifting strategy
- Trust reporting and charges
- Family investment companies
- Succession conversations
Recognise your situation?
A free consultation to talk it through, with a fixed quote afterwards.
Book a free consultation