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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