Compliance & Planning

Tax compliance is a key element of the service we offer to clients. Company directors, sole traders, partnerships, High net worth individuals or pensioners requiring the completion of a repayment claim or tax return can all be sure of the same friendly and professional level of service.

- Strategic tax avoidance planning

- Strategies for minimising taxation overall

- Personal planning for maximising wealth

- Incorporation of sole traders/partnerships

- Personal tax planning

- Income tax planning

- Capital gain tax planning

- Inheritance taxes planning

- Planning for business growth

- Retirement and succession planning

- Financial accounting for

- Sole traders partnerships

- Limited companies

- Vat returns

- Companies

- Charities

- Clubs

- Solicitors

- Corporation tax, partnerships, personal tax returns

- Handling inland revenue enquiries

- Offer insurance for investigations

- Capital gains tax

- Inheritance tax planning

- General pension advice/planning

- Day to day payroll bureau service

- Dealing with end of year returns

- Dealing with expenses and benefits of employees forms P11Ds

- Advice in relation to payroll matters

- Annual review in relation to employment law issues

- Review of contracts ensuring compliance with UK and EU legislation

- Annual return filing online

- Filing of minutes ie directors meeting, AGMs etc

- Drafting resolution / shareholders agreements etc

- Directors meeting, AGMs etc

- Drafting resolution / shareholders agreements etc

- Business planning

- Management buy outs

- Negotiations

- Company reorganisation

- Corporate finance

- Business development

- Business profit extractions

- Projections – cash flows

- Business start ups

- Incorporations

- SAGE expertise


About Us

Accountants & Tax Advisors


203 Manningham Lane
West Yorkshire. BD8 7HP
P: (01274) 370761