Specialist Services

Financial Advice

 

You may require advice in the following areas :

  • Mortgages

  • Pension schemes

  • Life assurance

  • Critical illness cover

  • Private medical insurance

  • Investments

 

We acknowledge that these are areas that require specialist knowledge and we are not regulated to give financial advice. We, therefore, work closely with an independent financial adviser and will recommend them to you, and work alongside them, in order that you are given the best advice.

 

Company Information

 

If you require a limited company, we are able to assist with the formation and deal with the associated company secretarial matters.

PAYE

We are able to offer a payroll service on a weekly or monthly basis. Our service facilitates the automatic filing of PAYE documents as required under the RTI system, dealing with pension auto-enrolment and we will assist with the completion and filing of other documents such as P11d and P11d(b) forms.

Audit

Recognizing that some companies (and indeed other entities) require a statutory audit, we work closely with another accountancy practice based near Leicester, who are registered auditors and are therefore able to fulfill this need.

Overseas Taxation

The taxation of individuals living abroad can be very complicated as all countries have different taxation policies. A number of our clients are based overseas and we have experience in advising with overseas tax and assisting with tax planning.