Client Profiles

Our client profiles’ can loosely be categorised as follows:

1. Smaller and developing businesses based in and around London. We usually a range of support services including bookkeeping & VAT returns, payroll services, preparing the annual accounts and tax computations and where necessary auditing the company’s financial statements. For newly established businesses we may advise on the structure and implementation of the accounting and administration systems and related reporting procedures. We also offer general business advice and advice on saving tax whenever appropriate.
2. Manufacturing and distribution businesses based within 50 miles of London and beyond. We may be asked to look at a number of areas including the clients' accounting and administration systems, and comment on the presentation of management reports and information and where appropriate to make recommendations to improve the systems or reports. In some situations we are asked to advise on staff recruitment matters, particularly as regards accounting and administration staff.

   We would also prepare the company's final accounts and where necessary audit the accounts ensuring that they comply with all legal and accounting requirements.

   We may also, from time to time, be asked to advise on particular issues such as expansion plans or the acquisition of another business. We would also give specific tax and financial advice whenever appropriate and consider where tax savings could be made.

3. Overseas business clients with UK interests. With these clients we act as a sounding board for any ideas they may have for developing businesses in the UK. We would therefore talk through any proposals that they had, looking at all of the relevant tax and commercial issues.

   We can provide these clients with a complete business accounting service, including where appropriate a payroll and VAT return service. We can advise these clients as to their overall UK tax position, and the tax status of any businesses they establish in the UK. We would liaise with the clients' other advisors on matters that had legal or international implications.

   We would be aware that such clients may need assistance in understanding UK financial regulations and business practices, and we would be on hand to explain these.

4. AIM listed companies. We provide a full financial management service including day-to-day administration of the accounting function. We also prepare the annual statutory accounts to comply with International Financial Reporting Standards and liaise with our clients’ auditors regarding any accounting and disclosure issues.

   Additionally we provide a complete company secretarial service for our clients.

5. Personal tax clients would either be one of our existing business clients, or individual clients with investment/property portfolios. In these circumstances we provide clients with general investment advice including advice on tax efficient investments. Where clients require specific investment advice, then we would recommend one of the financial advisors with whom we have had dealings. We are also able to provide a practical view on estate planning matters and the tax implications of any planning undertaken and identify where tax savings could be made.

   We prepare tax returns for such clients together with a tax computation setting out the balance of tax due, and deal with any other compliance matters arising.

As a team we have a wealth of experience in dealing with wide range of tax and financial issues, and we would welcome the opportunity to have an initial meeting with you when we could discuss the ways in which my firm can be of assistance.

Please contact Jonathan Bradley-Hoare or Peter Clark to arrange a meeting.