Other useful services

If you are the Trustee of either a Discretionary Trust or a Life Interest Trust, we can prepare the accounts and tax returns on your behalf. We will advise you on the tax liabilities and prepare forms R185 for beneficiaries in respect of any distributions made.

As two of our members of staff trained within a specialist farming department at Ernst & Young, we have expert knowledge in all areas of farm accounts and taxation. As farming is a highly complex area and has its own reliefs, regulations, pitfalls and rewards a specialist is required to assist you in the compliance aspects of accounts and tax return preparation and also to advise you on various aspects of your business.

We currently have farming clients throughout the UK and therefore have knowledge of the farming climate in various regions.

We currently have the facility to file payroll and self assessment returns online and will soon be able to file corporation tax and VAT returns. HM Revenue and Customs will require every employer to file online for PAYE returns in the next few years and it is likely that other taxes will follow suit. Online filing means that returns are instantly acknowledged as received and progress of your tax affairs can be monitored more easily without the need for long waits on the telephone.

Our fees are usually calculated on a time taken basis and the hourly rate depends on the type of work undertaken and the level of staff required for that work. We will advise you in advance of the hourly rate we will use and will often give you an estimate of what we think the final fee will be. If you ask us for a formal quote, we will provide you with one, on the understanding that if the work required is substantially more than anticipated because of the poor state of records or an unforeseen complication, we will agree with you the additional charge to be made.

In recent years we have introduced a 'reward' system for the early provision of tax return information. If you provide your information to us before the end of June we will discount your usual fee, however, if the information is provided to us after the end of November, an additional charge will be imposed.

Further details of fees and discounts can be obtained by contacting us direct through the contact us section.

The first half an hour meeting you have with us is always free as we do not know whether we can help you or provide you with any advice until we have obtained certain facts. After the initial free consultation, we will require you to sign our engagement letter and provide various documents to verify your identity and your address. We will then charge for any advice etc at our hourly rates.