Our services
Chartered Tax Advisors & accountants.
Personal tax, corporate tax, tax advisory, international tax and HMRC enquiry services, planned ahead of deadlines, on fixed fees agreed before we start.
Choose a service.
Not sure where you fit? Start with who we serve.
Tax Advisory
Advice before you sell, give or restructure: income tax, capital gains and inheritance tax.
Explore02Personal Tax
Self Assessment and personal tax, end to end.
Explore03Corporate Tax
Accounts, corporation tax, VAT and payroll.
Explore04International Tax
Residence, overseas income and moving country.
Explore05HMRC Enquiries
Enquiries, disclosures and penalty appeals.
ExploreSpecialist topics.
Focused advice on the questions clients ask us most.
Inheritance Tax Planning
Inheritance tax planning is about making sure the people you care about receive as much of your estate as the rules allow.
Explore02Succession Planning
Succession planning for a family business means deciding who takes over, when, and how the company shares or the farm pass to them, paying no more tax than the rules require.
Explore03Trusts
Trusts and inheritance tax are closely linked: the type of trust you choose decides how much tax is paid going in, while it runs and when money comes out.
Explore04Family Investment Companies
A family investment company is a private company set up to hold investments for the long term, with parents usually keeping control and children holding shares that carry future growth.
Explore05Property Incorporation
Property incorporation means moving a buy to let portfolio from personal ownership into a limited company.
Explore06Moving to the UK
Tax planning for a move to the UK works best before you land: your arrival date, your overseas accounts and the claims you make in your first four years all shape what you pay.
Explore07Leaving the UK
When you leave the UK, the date you go, the ties you keep and the assets you hold decide whether you are non-resident and what the UK can still tax.
Explore08Property Tax
Property tax advice for landlords and second home owners, covering rental income and buy to let tax, and capital gains tax and stamp duty when you buy or sell.
Explore09Stamp Duty Relief
Stamp duty relief can reduce the Stamp Duty Land Tax on a purchase, or return part of it afterwards, but only where the conditions are met and the claim is made in time.
Explore10Share Schemes and Share Pooling
Share pooling is how UK capital gains tax is worked out when you sell shares you received or bought at different times, and it is where RSU and ESPP tax returns most often go wrong.
Explore11Profit Extraction
Profit extraction is how you pay yourself from a limited company: salary, dividends, pension contributions and loans, each taxed differently.
Explore12Business Exit
Business exit planning is deciding how you leave your company, by a sale, a liquidation, a buyback or an employee ownership trust, and what tax each route costs.
Explore13Company Cars & Leasing
Company car tax is charged on the car's list price multiplied by a percentage set by its CO2 emissions, and for an electric company car that percentage is 4% in 2026/27.
ExploreAn engagement, in four steps.
Consultation
A confidential call or meeting, usually 30 to 45 minutes, about your circumstances, what you want to achieve and any deadlines coming up. Beforehand we ask for a short summary of your income, assets and any letters from HMRC, so the conversation is specific from the start. By the end you know whether we can help and what the work would involve.
Proposal and onboarding
We set out in writing what we will do, what we need from you and the fixed fee, and send our engagement letter for you to sign. We then complete our identity and anti-money laundering checks, which means photo ID and proof of address, and register as your agent with HMRC where the work needs it.
Review and advice
We review your current position, check the legislation and HMRC guidance, and analyse the options and planning opportunities open to you with your own figures. You receive written advice recommending the approach that works best from a tax perspective and for you, and we talk it through before anything is filed or put in place.
Ongoing support
We prepare and file the returns and claims that follow, and work with your solicitor or financial advisor where a will, trust or pension is involved. Through the year we remind you before payments are due, review your position before 5 April and after each Budget, and deal with HMRC on your behalf.
Or start with who you are.
Business owners & directors
Profit extraction, company tax and exit.
See how we help02Landlords & property investors
Making Tax Digital, finance costs, capital gains and structure.
See how we help03High earners & professionals
The 62% tax trap, pensions and allowances.
See how we help04Families & succession
Inheritance tax, gifts and trusts.
See how we help05Moving to or from the UK
Residence, arrival and departure planning.
See how we helpStart with a conversation.
Everything starts with a consultation. It is confidential and there is no obligation.