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TAX SERVICES

Our work in tax services involves structuring people’s income, finances or the organisations they own or work for in the most tax efficient way possible. It can save you money, protect your personal wealth and help you claim generous incentives from the UK government.

Lots of people can give you personal tax advice And there are plenty of advisers who’ll save you time each year on your tax returns and self-assessment. They’ll usually be very transactional. You’ll wave them off and hear from them again in a few months.

But when choosing a tax consultant, we think people deserve more than a transactional approach. Doing tax properly can make a difference to your life, your business and what you leave behind for your family. It’s a big decision. And it shouldn’t be like servicing a car, it’s a service that’s ongoing – one which changes with your life and your business.

TAX GEEKS WHO GIVE A DAMN

You might know one or two tax geeks. But there are very few who give a damn like we do. We’ll spot opportunities to save you money (keeping you in the loop), develop a tax strategy aligned to your personal or business objectives and make sure your business is tax compliant. We also ask clients to think about what keeps them awake at night and about their goals in life. And because of this, we can make sure you’re doing what’s best for you, your family and your business.

We work with lots of different people – from finance directors in big businesses to entrepreneurs, from business owners to board members, from companies to partnerships to charities. We help people and companies with their tax compliance and make sure they’re making the most of generous tax reliefs such as Capital Allowances and R&D Tax Credits. We help businesses structure themselves in the most efficient way. And we help people look after their personal wealth, assets and, ultimately, their families.

WORK WITH THE BEST TAX PRACTICE IN THE UK

In 2018, Tolley’s named us Best Tax Practice in the UK. We were praised for our “ethos, dynamic culture and emphasis on teamwork.” We work with more privately-owned businesses with a turnover between £10-200m than any other adviser in the Midlands. We’re growing fast, achieving big things and always looking for entrepreneurial clients who think like us.

“THEY MAKE THINGS HAPPEN WHEN THEY SAY THEY WILL”

Don’t just take our word for it. Our client service scores are super high against the industry average and clients are always saying nice things. Our unique culture means our people bring themselves to work – that’s why we were named the Best Employer In Tax – and this means you’ll get an opinion rather than just statistics. We’ll talk to you straight and usually have some fun too.

If you have any questions about the tax services we offer or what we do, please ask us anything. We think everyone deserves a personal tax adviser who’s thinking about their clients’ next opportunities, their challenges and aspirations. We think everyone should work with a tax geek who gives a damn. Don’t you?

SIMON BAINES

Head of Tax

When something important happens, we make sure
we’re on top of it.

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