Services

The following are the main areas of professional work commonly dealt with in this office:

Services to  Business: 

 


Preparation of Accounts for Sole Traders.
 

Preparation of Accounts for Partnerships.
 

Preparation of Accounts for Private Limited liability Companies.
 

The conduct of Statutory Audits.
 

Services to Company Secretaries; compliance with Statutory requirements for Companies; provision of Registered Office facilities.
 

Accounting and audit functions for charities, professional bodies, trade associations and other unincorporated bodies.
 

Preparation of Financial Statements, Budgets and Cash Flows, etc.
 

Advising on acquisition and disposal of businesses and business assets.
 

VAT Returns and all associated problems.
 

Book-keeping services (computerised or manual).
 

Computerised payroll service.
 

The firm is included in the list of Registered Auditors of the Institute of Chartered Accountants in England and Wales.


Services to Individuals:


   

Preparation of Personal Tax Returns.
 

All aspects of personal taxation, Schedule E, Schedule D, etc.
 

Capital Gains Tax – computations on the disposal of quoted and unquoted securities, houses and land, goodwill, etc.
 

Capital Gains Tax and Income Tax related to agricultural land, woodlands, residential and commercial property.
 

Taxation of Lloyd’s Underwriters.
 

Advising on the tax implications of marriage, divorce, separation and death.
 

The particular tax problems of UK expatriates.
 

The particular tax problems of overseas visitors to the United Kingdom.
 
Other Services :  



Probate and Executors’ Accounts.
 

Preparation of Trust Accounts.
 

Preparation of Trust Tax Returns and Tax Computations peculiar to Trustees and Executors.
 

Trust administration.
 

Personal Executorship and Trusteeship.
 

Personal financial management under Power of Attorney.
 

Accounts for the Court of Protection.
 

Tax and Financial Planning including the arrangement of investments in a tax effective manner to suit the requirements of the client.
 

Capital Transfer Tax and Inheritance Tax planning.



We are governed in some of these aspects of professional work by the Financial Services and Markets Act 2000 and are regulated by our professional body, The Institute of Chartered Accountants in England and Wales, for a range of investment business activities. 

                              

We are also registered by the Institute of Chartered Accountants in England and Wales to carry on Audit work in the UK.                             


We are a Training Office for the  Institute of Chartered Accountants in England and Wales and also the Association of Chartered and Certified Accountants.


Fees:


Chartered Accountants generally cost work on the basis of time  occupied with each Partner or member of the professional staff having a separate hourly rate. For practical reasons it is uncommon to agree fees in advance, but we would generally try and give an estimate, either at the start, or at any stage during the performance of  work. 


Complaints:                               
   
Most clients will deal direct with a partner and in the event of any problem or complaint, the client has access to the partner responsible for the conduct of his or her affairs. Where clients are dealing with a Senior Manager, then that person is answerable directly to a Partner.