How can we help you?
With a legacy dating back to 1970, we proudly stand as leading chartered accountants in the West Midlands, helping individuals and businesses from start to finish.
Running your business is a journey. We work alongside you through the successes and your bumps in the road. With experts in every area giving you the tools and expertise to enable you to run your business successfully.
Accounting Services
Audit
Statutory audit services for medium and large limited companies, groups and LLPs.
Statutory Accounts Preparation
Preparation of statutory accounts from your accounting systems or records, consolidated group accounts and filing with Companies House.
Management Accounts, VAT & Bookkeeping
Monthly and quarterly management accounts services for VAT returns, reporting to your bank or, other financial obligations.
Online Accounting
Assistance with setting up services such as SAGE, Xero, and Quickbooks to streamline your finances and bookkeeping.
Payroll, Expenses & HR Services
Preparation of weekly or monthly payroll runs, FPS & EPS submissions to HMRC, forms P60 and P45s plus assistance with your employer pension contributions.
Trusts & Charities
Preparation of statutory accounts for charities and charitable organisations and filing with Companies House.
Company Statutory Record Obligations
Assistance and advice for your company or LLP’s statutory records and making appropriate Companies House submissions.
Business Services
Sales, Demergers, Mergers & Acquisitions
Advising your company or business on the tax-efficient sale of business, assets, or shares. This also includes assistance with purchasing or merging with other companies or businesses.
Due Diligence
Carrying out appropriate investigations on your behalf into the purchase of another company or business and advising you on potential problem areas.
Dispute Resolution
Assistance with shareholder disputes, partner disputes and expert advice on appropriate and equitable solutions.
Share Valuation
Valuations of unlisted shares for company reconstructions, issues of shares, gifts of shares or to assist you in a dispute negotiation.
Purchase of Own Shares
Advising your company on tax-efficient purchases of shares to settle shareholder disputes, enable appropriate succession, or to assist estates with inheritance tax.
Taxation Matters
Corporation Tax Planning and Compliance
Assistance with corporation tax returns and payments on account, company restructures, annual investment allowance expenditure, director loans, treatment of revenue vs. capital expenditure, and tax-efficient loss uses.
Personal Tax Planning and Compliance
Help with self-assessment returns, considering tax-efficient drawings from companies, tax-efficient uses of income and capital losses, maximising allowances and reliefs and, consideration of reliefs for capital gains.
Inheritance Tax Planning and Compliance
Long-term inheritance planning for your personal assets and support on tax-efficient changes to your companies or businesses, considering lifetime gifts or the use of trusts, and the most practical way for Inheritance Tax to be settled when the day comes.
Trust Planning and Compliance
Assisting with self-assessment returns for all types of trusts, advising on efficient uses of settlements or breaking up of trusts. Includes helping you with Trust Registration Service compliance.
P11D Compliance
Preparation and submission of P11Ds for your company or business to report taxable benefits for employees to HMRC. Assistance in submitting and agreeing on PAYE settlement agreements (PSA).
Tax Investigations and Enquiries
Assisting you personally or your company/business in making appropriate disclosures to HMRC for unreported income or gains, mistakes resulting in underpaid tax, settling disputes, setting code 8 and code 9 disputes with HMRC and, seeking to minimise fines imposed by HMRC.
Forensic Accounting
Helping you with internal or external forensic accounting for peace of mind in your business or to aid in investigations into other companies or businesses.
Settlement Agreements
Advising you on agreements and disputes with business partners and fellow shareholders.
Research & Development
Preparation of research and development reports for your company or business, advising you on tax-efficient claims and making submissions to HMRC.
Tax Share Valuations
Preparation of share valuations for your company to agree employment-related securities or stamp duty liabilities with HMRC.
Capital Allowances
Assistance with efficient capital allowance claims, timing of asset purchases and tax-efficient joint fixtures and fittings agreements when purchasing commercial properties.
EIS, SEIS, VCT & SITR Shares
Advising on the timing of purchasing shares in the Enterprise Investment Scheme, Seed Enterprise Investment Scheme, Venture Capital Trusts, and Social Investment Tax Relief shares to maximise tax efficiency for income and capital gains tax. Assisting you in making claims for tax repayment if shares no longer have value.
Future Planning
Succession Planning
Forward-thinking planning for company projects, restructures, a sale or succession of your company or business, your inheritance tax position, or suggestions for the distribution of wealth.
Inheritance
Advising you on how best to structure your will, considering your and your partner's or spouse's personal assets. Assisting you in making appropriate changes to your assets or company/business for tax efficiency and advising you on making suitable lifetime gifts or settlements into trusts.
Company Sales
Advising you on a tax-efficient sale of your company or business to maximise any potential reliefs from tax and the subsequent effect on your personal wealth and potential inheritance tax implications.
Management Buyout
Assisting you and trusted people in your company on a commercial and tax-efficient management buyout, agreeing on valuations of shares, and getting tax clearance from HMRC on any proposed plans.
Employee Ownership Trusts
Supporting you and potential trustees in your company with a commercial and tax-efficient employee-owned trust, agreeing on valuations of shares, and obtaining tax clearance from HMRC on any proposed plans.
Trusts
Advising you and your family on practical and tax-efficient lifetime settlements into trusts or the use of trusts in your will.
Innovation
Finance
Advising your company or business on raising finance with banks, lenders, or investors, and assisting you in responding to any due diligence or assurance requests.
Cash Flow
Preparation of cash flow reports for long-term projects, raising finance or assisting you with finance concerns.
Planning
Forward-thinking planning for company projects, restructures, a sale or the succession of your company or business, your inheritance tax position or, suggestions for distribution of wealth.
Estate Planning, Will Writing & Probate
Wills & Estate Planning
Support with the preparation of wills, codicils, and letters of wishes. Advising you on who may be practical to appoint as an executor of your will and how to avoid common estate issues. Includes assistance with lifetime gifts to family and friends.
Probate Services
Assisting you as an executor or personal representative with the application for probate or letters of administration, or making the application ourselves if you have chosen to use us as an executor. We also assist with tax obligations during trust administration, the preparation of estate accounts, and the distribution of assets or legacies to complete the administration.
LPAs
Advising you on and preparing Lasting Power of Attorney applications for Health & Welfare and Property & Financial Affairs.
Tax & Trust Planning
Long-term, forward-thinking Inheritance Tax planning through settling assets in trust during your lifetime or in your will, or by making absolute lifetime gifts to minimise potential Inheritance Tax liabilities.
IT
Cloud Accounting
Experience the future of accounting with our cloud-based solutions, designed to optimise efficiency, enhance collaboration, and drive your business forward.
Software System Design
We deliver tailored software system design services crafted specifically to meet the needs of your business. Whether you're looking to streamline your processes, enhance reporting capabilities, or integrate advanced functionalities into your operations, we can help!
Microsoft 365
As a Microsoft 365 partner, we provide comprehensive IT support to optimise your use of Microsoft's suite of productivity tools and services.
Managed IT
We provide comprehensive, proactive, and strategic IT support tailored to meet the needs of your business from network infrastructure to server management and backup recovery with 24/7 monitoring and support.
Cyber Security
Cyber security is a critical component of our IT services, dedicated to protecting your business from evolving digital threats.
Accounts Package Integration
Integrating accounts packages is essential for streamlining financial operations and ensuring accurate and efficient accounting processes. We specialise in seamless integration of accounts packages to enhance your business's financial management.
Dudley
Finch House, 28/30 Wolverhampton Street
Dudley, West Midlands, DY1 1DB
When visiting please use the entrance through our car park gates, not the front door
Tel: 01384 456 780Contact Us
Send us your queries and questions and a member of our team will be in touch.
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