FAQs

Yes, our team of professional, friendly tax experts offer a complete range of services and simple solutions. Working with individuals, professionals, entrepreneurs, trustees, executors and non-domiciles, we ensure you extract the most value from your money and achieve your financial objectives.

You’ll benefit from a personal service and dedicated manager across tax compliance, capital gains tax, inheritance tax, and income tax services. It’s why many of our clients have been with us for decades.

Maybe you weren’t aware that you needed to complete residential property returns. Perhaps you need advice on the reliefs available when buying or selling assets. Require assistance with reporting unusual events or one-off transactions. Need to manage disclosures of income or gains not previously declared. Whatever your situation, we can help bring a fresh perspective to protect your wealth while meeting your obligations.

Yes. Processing invoices takes time, and we know you’d rather spend time driving your business forward. With our large specialist team, we’re flexible enough to carry out accountancy or bookkeeping assignments in our office or yours. We can maintain your records using software and cloud accounting services to suit your business and preferences.

Yes, it’s often tricky to value your company yourself, especially when you’re so close to it. Our valuation experts will help you set a fair price, and our thorough research will give you the confidence to ask for it.

Yes, using external finance for a company acquisition is common, even if it’s a small business. We can help you prepare financial projections and fundraising documents, introducing you to financial backers and striving for the best outcome for you.

Absolutely, we provide proactive tax advice that addresses the cost pressures of running a capital-intensive business. For example, when purchasing significant assets such as vehicles or equipment, there is often scope for 100% capital allowances, reducing your corporation tax liability in the year of purchase. These are the kinds of reliefs that make a tangible difference.

You’ve spent much of your life working hard to ensure your family is provided for. But events in life, such as loss of mental capacity or disability, take away the ability to do this. Fortunately, there are proactive steps you can take in advance to protect yourself and your loved ones. We partner with solicitors who can advise you about Lasting Power of Attorney (LPA), allowing you to appoint trusted individuals to make important financial or health decisions on your behalf if you are unable.

Yes, we help you understand how to value your business, structure it correctly for investors and present a compelling case for funding. With our breadth of services and understanding of the innovation sector, our accounting advice is always joined up.

With us as your ally, you’ll enter negotiations armed with facts, figures and confidence. If you like, we’ll sit with you and fight your corner. Our expertise in business valuation and corporate finance will help you agree on a favourable price and terms.

We’ll also put non-disclosure agreements in place, so your plans remain confidential.

Yes. Whether you own property abroad, receive foreign rental income, or hold offshore investments, we can ensure you meet all UK disclosure and reporting requirements while optimising your tax position.

Of course. We understand that grant audit requirements don’t always follow a predictable timeline. If you’re facing a tight deadline or an unexpected audit request, we’re equipped to respond quickly. Even at short notice, we deliver flexible, client-focused, high-quality audit services. Just get in touch, and we’ll act quickly to help you stay compliant and on track.

Under changes to the Economic Crime and Corporate Transparency Act (ECCTA), from 18 November 2025, all new directors and persons with significant control (PSCs) will be required to verify their identity at the point of incorporation.

Our ECCTA hub helps company directors and persons of significant control understand the upcoming changes and provides clear, practical guidance ensuring you know what’s required, why it matters, and how to stay compliant.

Typically, a transaction is based on two common approaches either completion accounts or locked box mechanism. Both approaches deal with the business’ financial position and therefore can impact the final consideration at completion. These will consider areas such as target working capital on a cash-free, debt-free basis.

Completion accounts are prepared after the completion date and reflect the actual financial position at completion. Adjustments are made for items such as working capital, cash, and debt to ensure the agreed cash-free, debt-free basis. This method provides accuracy but can lead to post-completion negotiations and delays while the accounts are agreed.

Locked box accounts fixes the price based on a set of accounts at an agreed locked box date prior to completion. From that point, the seller undertakes that no value will leak from the business other than permitted items. This gives the buyer price certainty and avoids lengthy post-completion adjustments, but it places more risk on the buyer for changes between the locked box date and completion.

For both methods, specific accounting policies and provisions will be agreed between the parties even if statutory accounts are used. It is important to understand the business and any specific accounting policies that are applied and relevant, to ensure they are properly reflected in this mechanism – typically the accounts are prepared on a normal basis e.g. under UK GAAP under FRS102 or IFRS for larger, international focused businesses.