tax

Another business owner came to us with concerns about lack of tax efficiency and poor financial visibility under their previous accountant and bookkeeper. They suspected that they weren’t benefiting from all available tax reliefs but felt left in the dark about their financial position.

As part of our onboarding process, we conducted a three-stage review to determine whether a full restatement of accounts was necessary. During this assessment, we uncovered:

A client initially engaged us for a straightforward Capital Gains Tax (CGT) calculation related to the sale of shares in their family business. After an initial consultation, we determined the potential tax liability they would face upon selling.

Planning a property move? Better budget an extra £2,500 in stamp duty from April 2025 – yes, the taxman’s coming for a bit more of your house-buying budget!