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Here are some of the main services that we provide. However if you need something more bespoke we are flexible and willing to help. So please contact us to find out more.
Company Secretarial


We can assist you with all your company secretarial needs including;-


  • Formation of limited companies and limited liability partnerships

  • Preparation and filing of statutory & abbreviated annual accounts

  • Filing of compliance statements

  • Preparation of minutes and resolutions

  • Company searches

  • Dividend vouchers

Accounting and Auditing Services


We can help with accounting work allowing you to concentrate on what you do best in business. Our accounting and compliance services include;-


  • Preparation of management and annual accounts

  • Registered statutory audits

  • Book-keeping services

  • Computer and cloud accounting software including Sage, Quickbooks and Xero

  • Cash flow forecasting statements

Corporate Finance services


We can assist you with;-


  • Raising finance re loans from banks

  • Setting up tax efficient share schemes

  • Accessing government grants

  • Valuing your business

  • Exit strategy and capital gains tax

Business Taxation


Support for the essential compliance tax services including;-


  • Statutory taxation computations

  • Tax planning re soletrade, partnership LLP and company Ltd.

  • Capital Allowance  and Annual Investment Allowance planning

  • Tax efficient remuneration planning re salary, dividends and benefits in kind

  • PAYE including Real Time Information submission

  • Auto enrolment

  • Construction industry subcontractor returns and status enquiries

  • VAT and making tax digital 

  • Assistance with HMRC investigations

Managing Your Wealth


We can help ensure that your personal wealth is managed as tax-efficiently as possible.  We can advise with;-


  • Personal tax compliance

  • Planning for retirement

  • Gifts

  • Estate and inheritance tax planning

Specialist services

  • Assistance with the administration of company pension schemes including;-

    Purchase of property and renting back to the company

    Lending money from pension to company

Phone: 01768 88738

Tarn Villa, Culgaith

Penrith, Cumbria CA10 1QL



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