Services and Bespoke Packages

• Xero implementations
• Migration
• Day to day bookkeeping advise
• Demo / Training
• Xero bookkeeping healthcheck

• Preparation of financial statements for groups and single companies
• Preparation of annual corporate tax returns

• Production of payslips
• RTI administration
• End of year compliance
• Payment of employee monthly salaries
• Payment of HMRC PAYE/NI
• Auto enrolment solutions
• Payroll process review and advisory
• Tronc set up and administration

• Issue sales invoices
• Use of either BACS or Faster Payments for candidate/contractor payments
• Exports to Xero or your own accounting system to update sales ledger
• Factor upload and drawdown
• Allocation of customer receipts
• Credit control and debtor chasing
• Supplier payments

• Filing Companies House confirmation statements
• Maintaining statutory registers
• Providing a registered office address
• Updating company and director details
• Issuing share certificates
• Share allotments/splits/ cancelations
• Company formation and advice
• Share issues,, conversion, subdivision, consolidation of shares
• Capital reduction or share buy back
• Attending Board meetings, advising on governance, acting as your Company Secretary

• Full back office financial outsourcing (AP, AR, GL)
• Receivables management
• Payables management
• Preparation of management accounts
• VAT compliance
• Bookkeeping

Specialist tax advice related to:

• Property tax
• Planning and due diligence
• Maximising tax relief through research and development
• Patent box
• Pensions
• Partnership/profit sharing
• Methods of profit extraction, including dividend policy
• Corporate venturing
• Business/incorporation
• Corporate tax self-assessment
• VAT and PAYE planning
• Compliance with HM Revenue and Customs requirements
• Managing the impact of a tax enquiry or investigation

• Personal tax planning
• Maximising tax relief through EIS/SEIS/Pensions etc
• Partnership/profit sharing
• Methods of profit extraction, including dividend policy
• Personal tax self-assessment
• Compliance with HM Revenue and Customs requirements
• Family office services
• Personal financial planning
• Succession planning
• Residence and domicile tax planning
• Planning your retirement
• Protecting your family

• Start up support
• Accounting software, reporting and cloud solutions
• Budgeting and forecasting
• FD Services
• Interim accounting support
• Finance function and process review
• Process Design and development
• Management Information and design development

• Agreeing Share Valuation with HMRC
• EMI scheme administration e.g Notify HMRC within 92 days
• Option scheme registration within HMRC
• Filing EMI Annual returns

• Review the existing structure and ensure that your company meets the general criteria for SEIS/EIS
• Prepare the application and submit to HMRC
• Liaise with HMRC during the process and inform you once we have confirmation
• Request & Complete S/EIS Certificates

• Request and gather all relevant financial information from the company (including payroll, sub-contractors, materials, heat / light costs, financial statements)
• Construct the financial portion of the claim
• Meet with you to discuss and document the Company and its R & D projects - you will be required to participate
• Construct the written evidence portion of the claim
• Attend any meetings with HMRC in the event of a R&D Tax Credit Claim related to a HMRC inquiry

• Valuations
• Strategy & Business Planning
• Business plans
• Business Modelling
• Restructuring Services
• Fundraising
• Deal Advisory
• Company Acquisitions/Disposals/Mergers

• Accounting system migration into the cloud
• Advice on creating a paperless accounting environment
• Advice on the best combination of cloud applications for bookkeeping , cash flow forecasting, budgeting, management accounts etc
• Training on various cloud application eg Xero, Quick books, Receipt bank, etc

• Cover over the costs of defending HMRC actions/ Investigations into PAYE, VAT, and Self Assessment
• Cover in the event that you choose to appeal against an HMRC decision in the local court's system
• Access to a legal and tax advice helpline

• Building your wealth
• Planning your retirement
• Managing your taxes
• Leaving a legacy
• Receiving a legacy
• Gifting your assets
• Supporting your family
• Exiting your business
• Dealing with divorce
• Financing and managing your business
• Entrepreneurs
• Scaling up your business
• Dealing with business change

We provide specialist expertise to help clients overcome key challenges whether they are based internationally and are looking to invest in the UK, or are UK-based looking to trade or invest overseas territories such as:

• USA
• United Arab Emirates
• Netherlands
• Germany
• Spain
• France
• Australia
• New Zealand

• Fintech
• Hospitality
• Professional services
• Engineering
• Manufacturing
• Aerospace
• Technology
• Property