Accounting Services and Taxation Advice

Accountancy and Tax Advisers offers a collection of taxation and accounting services aimed at helping both businesses and private citizens make sense of their financial circumstances. Our team of chartered accountants have collected years of experience within the industry, providing them with all the knowledge needed to support the advice they provide.

Now, all of that financial expertise is a single click away from working for your benefit. Simply navigate through our services table below, and get a quick link to the one you are looking for. Feel free to explore as many of the options as you want, and don’t hesitate to contact us for a consultation as well…

Accounting

COMPANY ACCOUNTS & BOOKKEEPING

Do you need reliable, experienced Bookkeepers? Look no further than ATA …

MANAGEMENT ACCOUNTS

Want better financial and accounting information for management purposes? …

ANNUAL ACCOUNTS

Need help fulfilling your statutory obligation to produce Annual Accounts for the relevant authorities? …

PAYROLL

We have many years of experience in payroll services, including admin for payroll and management …

COMPANY TAXATION

We specialise in Company and Corporation Tax advice. Discover what we can do for your organisation …

INHERITANCE TAX ADVICE & PLANNING

Our accountants can help with the sensitive issue of Inheritance Tax planning …

TAX PLANNING

The changing taxation landscape, particularly for SMEs, can be a minefield for many businesses …

VAT SERVICES

Our VAT advice can help you calculate VAT and assist you in getting more value out of Value Added Tax …

PERSONAL TAX

We provide a range of services to help individuals manage their personal tax arrangements …

TAX RETURN FILING

Becoming self-employed can be a daunting experience, but with our help your time is free for doing what you do best …

CAPITAL GAINS TAX

Whether your money is in property, stocks, bonds or commodities, we’ll help you minimise your tax liabilities …

TAX ADVICE FOR BUSINESS STARTUPS

If you’re starting your own business, getting the structure right and effective tax planning from the outset can help you to avoid many problems later on …

BUSINESS STARTUP SEMINAR

We occasionally run seminars providing invaluable advice for business startups. Would you like to know more and find out when our next seminar is? …

RUNNING YOUR BUSINESS EFFECTIVELY

We’ll help you navigate the ever-changing rules, compliance and financial regulations that govern your accounting and general business practices …

FREE FINANCIAL HEALTH CHECK

As specialists in the challenges facing small business and personal clients, our free, no obligation financial health check is invaluable …

Why Choose Our Services?

We work methodically and transparently, agreeing prices upfront to always guarantee you transparency and value for money…

Consultation
Planning
Quotation
Agreement

Over 30 Years of Experience

Richard’s career as a Chartered Accountant and Chartered Tax Adviser spans over 30 years including 15 years experience running his own SME business – meaning he’s well aware of the problems facing owner managers.

Member of Trusted Professional Bodies

Richard is a member of the following professional bodies:

The Institute of Chartered Accountants

The Chartered Institute of Taxation

The Association of Tax Technicians

Case Studies

These case studies highlight the benefit of taking advice before acting:

Case Study 1

Purchasing Equipment

Mr J, who is self employed, asked about the tax savings on purchasing equipment. He wanted to spend up to £10,000 on new equipment.

My advice was to purchase and use the equipment before 5th April (the end of his financial year).

He would qualify for relief on the whole £10,000 which would reduce his current year tax bill by £4000.

If he left the purchase until after 6th April, he would have had to wait another 12 months to get the tax relief.

Case Study 2

Inheriting an Estate

Mrs J, an existing client, contacted me regarding Capital Gains Tax on the sale of her late mother’s house which had increased in value from the date of her death.

The potential liability was approximately £18000.

My recommendation was to vary the terms of her mother’s will, using a Deed of Variation giving an interest to her children and husband.

The effect of this was that they could use their own Capital Gains Allowance and pay no tax, thereby reducing Mrs J’s liability by £9240.

In addition, Mrs J’s estate has been reduced saving approximately £30,000 in potential Inheritance Tax.

Case Study 3

Selling a Property

Ms J, a new client, consulted me regarding the tax liabilities on the sale of a flat she had owned.

I calculated she had a liability of £1550.

If Ms J had consulted me before exchanging contracts, I would have recommended giving her husband an interest in the property which would have allowed him to use his Capital Gains Allowance which would have eliminated the liability of £1550.

“The recommendation is to ALWAYS SEEK ADVICE”

What we do