As tax advisers based in the Gloucestershire region, our objective is to work closely with you to ensure you pay the minimum tax required by law. We will help you to understand the tax implications of your actions, in order that you can plan and conduct your affairs in a tax efficient way.

Corporation tax services

Under Corporation Tax Self Assessment (CTSA), the legal responsibility for correctly calculating the corporation tax liability falls on business owners. We understand the issues facing owner-managed businesses and can prepare tax returns in a timely and efficient manner and calculate your company's tax liability.

The increased reporting obligations, investigation policies on the part of the tax authorities and harsher penalties for non-compliance mean that your time and resources can be taken up with tax administration. We will help to minimise corporate tax exposure and relieve the administrative burden of compliance with current tax legislation. Our services include:

  • Preparation and filing of tax returns with HMRC;
  • Calculation of tax liabilities;
  • Dealing with tax enquiries and tax disputes;
  • Corresponding with HMRC;
  • Future tax planning.

Personal Tax (Self-Assessment)

All aspects of self-assessment tax return services can be provided to both business owners and private individuals. There are a number of potential penalties that HMRC can impose if returns are not completed correctly and on time. These services include:

  • Preparation and filing of tax returns with HMRC;
  • Calculation of tax liabilities;
  • Dealing with tax enquiries and tax disputes;
  • Corresponding with HMRC;
  • Future tax planning.

Property Tax

Property tax can be extremely complex and has had a number of legislation changes in recent years. We can help advise on a number of property tax issues including:

  • Considerations for using a limited company;
  • Tax reduction tips and strategies for rental profits;
  • Helping to determine the differences between a tax-deductible repair and non-deductible capital;
  • Capital gains considerations, advice and calculations – second homes and principal private residence election, rollover, tax planning, etc;
  • Stamp duty planning and considerations;
  • Considerations for VAT in property deals.

Inheritance Tax and Estate Planning

Few of us like to think about dying; however, the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime.  We provide a discreet comprehensive estate planning service that includes:

  • help with planning and reviewing a will
  • making full use of exemptions and lower tax rates on lifetime transfers
  • optimising lifetime transfers between family members
  • transferring agricultural or business property
  • transferring assets into trust
  • arranging adequate life assurance to cover potential inheritance tax liabilities.


Ever changing regulations and the growing demands of HMRC mean VAT compliance can be a difficult administrative process.  We can help to ensure that you comply with the regulations and that overpayments are not made. To help you manage this complex area, we provide an efficient, cost-effective VAT service, which includes:

  • assistance with VAT registration
  • advice on VAT planning and administration
  • use of the most appropriate scheme
  • VAT control and reconciliation
  • help with completing VAT returns
  • planning to minimise future problems with HMRC
  • negotiating with HMRC in disputes and representing you at VAT tribunals if necessary.

HMRC Investigations and Enquiries

Being the subject of a tax investigation or enquiry by HM Revenue & Customs can be a stressful and worrying experience. We have a wealth of experience in dealing with HMRC investigations, whether they are enquiries into an individual’s Tax Return, more detailed enquiries into a company’s affairs or employer-related investigations into PAYE and P11d compliance. If you are the subject of an investigation, we can provide expert help and support.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01452 764018. Or if you would prefer, ask us a question online.