Case Study: £12,000 Capital Gains Tax Saved – Beyond the Basics

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.

Case Study: £8,000 VAT Reclaimed – A Fresh Start with Accurate Bookkeeping

A prospective client approached us, frustrated with their current accountant and bookkeepers. They suspected that transactions weren’t being processed correctly and that categorisations were inaccurate.

As part of our onboarding process, we conducted a thorough historical transaction review to identify and correct any misclassifications. Our investigation revealed that rental payments had never been categorised correctly, resulting in missed VAT claims.

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