Our Services
Tax Planning
Our partner-led service delivers practical and tax efficient solutions.
We are able to deliver innovative solutions through an open dialogue with you. We invest time, up front, to understand your needs. We listen to you, so that, in partnership, we create the plan to achieve your goals.
Share Schemes
We advise you on how to use your share structure to retain and motivate key staff.
We also make sure that the share structure attracts and rewards investors, by ensuring that tax is minimised at the time of investment, on distributions of profits and on disposal of the investment.
Small Business Specialists
We have a dedicated team of small business specialists who can help you with all aspects of accountancy for you business.
Mergers & Acquisitions
Whatever the scale or circumstances of the transaction, we help you identify the risks and rewards.
Whether selling or buying a business, we ensure that the transaction is as tax efficient as possible. We assist you with negotiations, so that the best result is achieved.
Tax Investigation Protection Service
We offer all clients our Tax Investigation Protection Service
This covers our fees in the event of a tax enquiry, giving you peace of mind and protection against the increasing risk of the taxman wanting to ask questions about your affairs. Follow these links for more information.
Accounts Preparation
We prepare year end statutory accounts for you.
We look to prepare and finalise the accounts as quickly as possible.
Corporation Tax
We look to finalise computations as quickly as possible, so that you have time to budget for payment of tax.
Corporation tax compliance is undertaken by experienced staff, whose wide experience is used to identify planning opportunities.
Personal Tax
Our primary concern in compliance is to ensure an efficient service, to give you maximum time to budget for the payment of tax.
Our staff are selected for the right level of experience for the complexity of your affairs and to identify planning opportunities.
Retirement Planning
At whatever point you wish to sell your business, we advise on the various routes such as trade sale, management buyout.
We also assist you in creating a business that can be transferred to new owners. Our approach is to start preparing for sale in good time, so that tax can be minimised and sales proceeds maximised.
VAT
We offer compliance and consultancy services.
We are experienced and give practical and commercial advice. Our experience of property transactions has reduced the tax cost to many clients.
Fixed Fee Accounting
Fee includes: routine advice throughout the year, assistance with year end statutory accounts, pre year end tax planning meeting, corporation tax computation and corporation tax return. No other fees unless agreed in advance.
We can meet you at our offices in Sherborne, or come to see you.
If you would like to take control of your accountancy costs, contact us.
Financial Planning
Working with a small number of hand-picked Independent Financial Advisers, we are able to provide a rounded approach to your financial needs. A joined up approach to your financial affairs is important when you are making important decisions that will play a part in your future.
If you are faced with an important financial decision, it is important to have the right team and the right advice.
