Got Questions?

Frequently Asked Questions

Grouped by topic so you can jump straight to what matters — personal tax, your limited company, VAT and more. Can’t find it? Just ask us.

Personal Tax & Self Assessment

Income tax, returns, deadlines and what you can claim.

Do I actually need an accountant?

If you’re self-employed, run a limited company, own property, or earn above a certain threshold — yes, almost certainly. Beyond just filing returns, a good accountant saves you more than they cost through proactive tax planning, avoiding penalties, and giving you the financial clarity to make better decisions. Most of our clients tell us they wish they’d hired one sooner.

Yes, absolutely. We’re a fully cloud-based firm which means we work with clients throughout the UK. All meetings, document sharing, and communication happen online — it’s efficient, fast, and doesn’t require you to take time out of your day for in-person visits.

Three things stand out: we’re proactive (we contact you with advice before you need to ask), we’re modern (fully cloud-based, fast responses, clear communication), and we’re genuinely client-focused (you’ll always have a named contact who knows your situation). We also specialise in high-value sectors, so our advice is specific and practical rather than generic.

It varies by situation, but clients regularly save thousands of pounds through proper tax planning — especially if they’ve previously used a reactive accountant who only filed returns. Our approach involves reviewing your full financial picture, identifying every legitimate relief available, and planning ahead. One property investor client saved over £12,000 in their first year with us.

The deadline for online Self Assessment returns is 31 January each year (for the previous tax year ending 5 April). However, we recommend gathering your information well before this — ideally by October — to give us time to review everything properly and plan effectively rather than just rush to file.

You must register for VAT once your taxable turnover exceeds £90,000 in any rolling 12-month period (current UK threshold as of 2024/25). However, voluntary registration before you hit the threshold can sometimes be beneficial — for example if your customers are VAT-registered businesses. We assess this on a case-by-case basis during onboarding.

We primarily use Xero and QuickBooks — both leading cloud accounting platforms. If you’re already using one of them, we can connect directly to your account. If you’re not on either yet, we’ll recommend the best fit for your business and handle the onboarding. Both are Making Tax Digital compliant.

It’s simple. Book a free 30-minute intro call so we can understand your situation and confirm we’re the right fit. If you’d like to proceed, we’ll send over a simple engagement letter, complete the required ID checks, and connect you to our cloud systems. Most clients are fully onboarded within a week.

Yes — and it’s more straightforward than people expect. We handle the professional clearance process with your previous accountant and request all the information we need directly. You don’t need to manage the transition yourself. Switching mid-year is fine; we’ll pick up from wherever your records are.

For most clients, we’ll need: proof of ID and address, your UTR number (for self-employed / Ltd directors), your company number if you have a limited company, access to your cloud accounting software, and copies of any recent returns or accounts. We’ll give you a clear checklist after your intro call so nothing falls through the cracks.

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size-fits-all price list. What we can say is that we’re transparent (no hidden fees, ever), we offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free. Most clients find that the tax savings we identify more than cover our fees.

Yes — for most ongoing services (bookkeeping, payroll, annual accounts, tax returns) we work on a fixed monthly fee. This makes it easy to budget and means you can contact us as often as you need without worrying about hourly billing. We’ll agree the scope upfront so you always know exactly what’s included.

Corporation Tax & Limited Companies

Company tax, director pay and your filing duties.

Do I actually need an accountant?

If you’re self-employed, run a limited company, own property, or earn above a certain threshold — yes, almost certainly. Beyond just filing returns, a good accountant saves you more than they cost through proactive tax planning, avoiding penalties, and giving you the financial clarity to make better decisions. Most of our clients tell us they wish they’d hired one sooner.

Yes, absolutely. We’re a fully cloud-based firm which means we work with clients throughout the UK. All meetings, document sharing, and communication happen online — it’s efficient, fast, and doesn’t require you to take time out of your day for in-person visits.

Three things stand out: we’re proactive (we contact you with advice before you need to ask), we’re modern (fully cloud-based, fast responses, clear communication), and we’re genuinely client-focused (you’ll always have a named contact who knows your situation). We also specialise in high-value sectors, so our advice is specific and practical rather than generic.

VAT

Registration, schemes, returns and reclaiming.

How much tax could I save by switching to you?

It varies by situation, but clients regularly save thousands of pounds through proper tax planning — especially if they’ve previously used a reactive accountant who only filed returns. Our approach involves reviewing your full financial picture, identifying every legitimate relief available, and planning ahead. One property investor client saved over £12,000 in their first year with us.

The deadline for online Self Assessment returns is 31 January each year (for the previous tax year ending 5 April). However, we recommend gathering your information well before this — ideally by October — to give us time to review everything properly and plan effectively rather than just rush to file.

You must register for VAT once your taxable turnover exceeds £90,000 in any rolling 12-month period (current UK threshold as of 2024/25). However, voluntary registration before you hit the threshold can sometimes be beneficial — for example if your customers are VAT-registered businesses. We assess this on a case-by-case basis during onboarding.

Payroll & PAYE

Paying staff (or yourself) and pension duties.

What software do you use for bookkeeping?

We primarily use Xero and QuickBooks — both leading cloud accounting platforms. If you’re already using one of them, we can connect directly to your account. If you’re not on either yet, we’ll recommend the best fit for your business and handle the onboarding. Both are Making Tax Digital compliant.

Making Tax Digital

The shift to digital records and quarterly updates.

How does getting started work?

It’s simple. Book a free 30-minute intro call so we can understand your situation and confirm we’re the right fit. If you’d like to proceed, we’ll send over a simple engagement letter, complete the required ID checks, and connect you to our cloud systems. Most clients are fully onboarded within a week.

Yes — and it’s more straightforward than people expect. We handle the professional clearance process with your previous accountant and request all the information we need directly. You don’t need to manage the transition yourself. Switching mid-year is fine; we’ll pick up from wherever your records are.

For most clients, we’ll need: proof of ID and address, your UTR number (for self-employed / Ltd directors), your company number if you have a limited company, access to your cloud accounting software, and copies of any recent returns or accounts. We’ll give you a clear checklist after your intro call so nothing falls through the cracks.

Services, Bookkeeping & Software

How we work day to day, and the reliefs we handle.

How much do you charge?

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size-fits-all price list. What we can say is that we’re transparent (no hidden fees, ever), we offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free. Most clients find that the tax savings we identify more than cover our fees.

Yes — for most ongoing services (bookkeeping, payroll, annual accounts, tax returns) we work on a fixed monthly fee. This makes it easy to budget and means you can contact us as often as you need without worrying about hourly billing. We’ll agree the scope upfront so you always know exactly what’s included.

Working With Us

Getting started, switching, pricing and security.

How much do you charge?

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size-fits-all price list. What we can say is that we’re transparent (no hidden fees, ever), we offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free. Most clients find that the tax savings we identify more than cover our fees.

Yes — for most ongoing services (bookkeeping, payroll, annual accounts, tax returns) we work on a fixed monthly fee. This makes it easy to budget and means you can contact us as often as you need without worrying about hourly billing. We’ll agree the scope upfront so you always know exactly what’s included.

Personal Tax & Self Assessment

Income tax, returns, deadlines and what you can claim.

Do I actually need an accountant?

If you’re self-employed, run a limited company, own property, or earn above a certain threshold — yes, almost certainly. Beyond just filing returns, a good accountant saves you more than they cost through proactive tax planning, avoiding penalties, and giving you the financial clarity to make better decisions. Most of our clients tell us they wish they’d hired one sooner.

Yes, absolutely. We’re a fully cloud-based firm which means we work with clients throughout the UK. All meetings, document sharing, and communication happen online — it’s efficient, fast, and doesn’t require you to take time out of your day for in-person visits.

Three things stand out: we’re proactive (we contact you with advice before you need to ask), we’re modern (fully cloud-based, fast responses, clear communication), and we’re genuinely client-focused (you’ll always have a named contact who knows your situation). We also specialise in high-value sectors, so our advice is specific and practical rather than generic.

Corporation Tax & Limited Companies

Company tax, director pay and your filing duties.

How much tax could I save by switching to you?

It varies by situation, but clients regularly save thousands of pounds through proper tax planning — especially if they’ve previously used a reactive accountant who only filed returns. Our approach involves reviewing your full financial picture, identifying every legitimate relief available, and planning ahead. One property investor client saved over £12,000 in their first year with us.

The deadline for online Self Assessment returns is 31 January each year (for the previous tax year ending 5 April). However, we recommend gathering your information well before this — ideally by October — to give us time to review everything properly and plan effectively rather than just rush to file.

You must register for VAT once your taxable turnover exceeds £90,000 in any rolling 12-month period (current UK threshold as of 2024/25). However, voluntary registration before you hit the threshold can sometimes be beneficial — for example if your customers are VAT-registered businesses. We assess this on a case-by-case basis during onboarding.

VAT

Registration, schemes, returns and reclaiming.

What software do you use for bookkeeping?

We primarily use Xero and QuickBooks — both leading cloud accounting platforms. If you’re already using one of them, we can connect directly to your account. If you’re not on either yet, we’ll recommend the best fit for your business and handle the onboarding. Both are Making Tax Digital compliant.

Payroll & PAYE

Paying staff (or yourself) and pension duties.

How does getting started work?

It’s simple. Book a free 30-minute intro call so we can understand your situation and confirm we’re the right fit. If you’d like to proceed, we’ll send over a simple engagement letter, complete the required ID checks, and connect you to our cloud systems. Most clients are fully onboarded within a week.

Yes — and it’s more straightforward than people expect. We handle the professional clearance process with your previous accountant and request all the information we need directly. You don’t need to manage the transition yourself. Switching mid-year is fine; we’ll pick up from wherever your records are.

For most clients, we’ll need: proof of ID and address, your UTR number (for self-employed / Ltd directors), your company number if you have a limited company, access to your cloud accounting software, and copies of any recent returns or accounts. We’ll give you a clear checklist after your intro call so nothing falls through the cracks.

Making Tax Digital

The shift to digital records and quarterly updates.

How much do you charge?

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size-fits-all price list. What we can say is that we’re transparent (no hidden fees, ever), we offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free. Most clients find that the tax savings we identify more than cover our fees.

Yes — for most ongoing services (bookkeeping, payroll, annual accounts, tax returns) we work on a fixed monthly fee. This makes it easy to budget and means you can contact us as often as you need without worrying about hourly billing. We’ll agree the scope upfront so you always know exactly what’s included.

Services, Bookkeeping & Software

How we work day to day, and the reliefs we handle.

How much do you charge?

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size-fits-all price list. What we can say is that we’re transparent (no hidden fees, ever), we offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free. Most clients find that the tax savings we identify more than cover our fees.

Yes — for most ongoing services (bookkeeping, payroll, annual accounts, tax returns) we work on a fixed monthly fee. This makes it easy to budget and means you can contact us as often as you need without worrying about hourly billing. We’ll agree the scope upfront so you always know exactly what’s included.

Working With Us

Getting started, switching, pricing and security.

How much do you charge?

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size-fits-all price list. What we can say is that we’re transparent (no hidden fees, ever), we offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free. Most clients find that the tax savings we identify more than cover our fees.

Yes — for most ongoing services (bookkeeping, payroll, annual accounts, tax returns) we work on a fixed monthly fee. This makes it easy to budget and means you can contact us as often as you need without worrying about hourly billing. We’ll agree the scope upfront so you always know exactly what’s included.

Tax figures quoted are for the 2026/27 UK tax year (England, Wales & Northern Ireland — Scottish income tax bands differ) and are general guidance, not personal advice. We’ll always confirm exactly what applies to your circumstances.

Still have a question?

Just get in touch — we’re happy to help before you commit to anything.

How Much Do You Charge?

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size- fits-all price list, What we can say is that we’re transparent (no hidden fees, ever), we Offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free Most clients find that the tax savings we identify mor than cover our fees.

Item #2

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size- fits-all price list, What we can say is that we’re transparent (no hidden fees, ever), we Offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free Most clients find that the tax savings we identify mor than cover our fees.

Item #2

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size- fits-all price list, What we can say is that we’re transparent (no hidden fees, ever), we Offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free Most clients find that the tax savings we identify mor than cover our fees.

How Much Do You Charge?

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size- fits-all price list, What we can say is that we’re transparent (no hidden fees, ever), we Offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free Most clients find that the tax savings we identify mor than cover our fees.

Item #2

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size- fits-all price list, What we can say is that we’re transparent (no hidden fees, ever), we Offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free Most clients find that the tax savings we identify mor than cover our fees.

Item #2

Our fees are tailored to the complexity and scope of each client’s needs — so we don’t publish a one-size- fits-all price list, What we can say is that we’re transparent (no hidden fees, ever), we Offer fixed monthly retainers for most ongoing services so there are no surprises, and our intro call is completely free Most clients find that the tax savings we identify mor than cover our fees.