Services

Accounts production

• Limited companies – advising where required on the most appropriate reporting framework (notably small or micro entity accounts); preparing accounts to comply with company law, financial reporting standards, Companies House and HM Revenue & Customs requirements; disclosing no more information publicly than is necessary.
• Partnerships and sole traders – tailoring accounts presentation to clients’ circumstances, preparing detailed accounts with a balance sheet and notes, or simple trading accounts where sufficient for self-assessment reporting.
• In principle, no job is too big or too small, from incomplete records to converting fully balanced company accounts into statutory format for filing purposes.

Business tax and VAT

• Company tax returns – I will prepare your company tax returns alongside the final company accounts, and keep you briefed on the corporation tax arising during the accounts drafting process. Where required, I can explain timing differences between tax and accounting rules, and discuss any adjustments to accounting profit to arrive at the taxable figures. I am experienced at dealing with HM Revenue & Customs for loss relief claims and I specialise in helping you to organise efficient profit extraction based on latest regulations.
• Partnership tax returns – I will take care of the tax return compliance required for partnerships, and can advise on profit sharing arrangements if required. I will help clients understand how accounting profit flows through to their personal tax returns via the partnership tax return.
• VAT – I am widely experienced in advising on VAT matters. I can help with Making Tax Digital compliance, completion of VAT returns and underlying systems for VAT reporting. I can help with partial exemption, flat-rate scheme options, cash or invoice accounting bases. I am also experienced enough to know when queries in this vast field are beyond my scope! However, such circumstances are thankfully not that commonplace.

Capital taxes

Planning and advice on capital taxes are offered to business or personal tax clients.

• Capital gains tax – I will be pleased to report, advise, plan for and explain capital gains tax on disposals of property, shares or other chargeable assets.
• Inheritance tax – I am happy to help my clients with any inheritance tax queries, planning and explaining available tax reliefs. I can help clients to understand the processes and pros and cons of creating trusts or will planning, and have strong local contacts with private client solicitors who can prepare the documentation if the clients instruct them.

Cloud-based accounting

I have extensive experience of helping clients transition to cloud-based accounting systems, and am happy to work with any accounting software. I welcome ad-hoc queries, whether they are about systems or how to allocate expenditure to account headings, for example. I agree with clients how they wish for accounting adjustments to be processed, and enjoy working with clients towards a common goal. Ideally I help clients to do as much as they want to learn to do, and I can then complete the records via an agreed method, either by year-end journals or editing primary data with a complete audit trail.

Personal tax

I enjoy having a variety of personal tax returns to file, ranging from very large, complex returns with multiple income sources, to more straightforward returns for reporting company dividends and salaries. I have worked with non-residents to file their UK returns and have clients with large property portfolios. I have many years’ experience working in a tax department, and am happy helping clients to complete their personal tax returns with as little fuss as possible.

Trust and estate tax

I have many years’ experience managing ongoing compliance for trusts. I am happy to discuss with trustees how the trust’s records are kept and whether accounts are required for them to fulfil their duties. I can prepare trust tax returns and forms R185 for beneficiaries. Where appropriate, I can also help beneficiaries with personal tax repayment claim forms.

I am happy to prepare tax returns for estates in administration.