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Our Services

Every client is unique and deserves a unique service. Our philosophy is to put our clients first – to understand their situation and provide a first class service tailored to their specific needs.  Because we establish a one-to-one relationship with each client we are able to offer timely, individual advice on how to improve your business or personal finances.

As leading edge accountants we have developed the traditional bookkeeping, auditing, and accounting services into innovative client-focused services that provide not only all the reliable background support you would expect from a professional firm but also forward-thinking advice on how to improve your situation.

Whether you need help with growing your business or advice on optimising your personal or family finances, we are here to help you get the best results. See below for the full list of services we offer:

Personal Tax Planning

Our services are not restricted to businesses and we have a large core of personal tax clients. Whether you need assistance with your self assessment tax  returns or advice on inheritance tax planning, we can help you.

Our dedicated  team can provide the following services:

  • Advice on minimising tax liability for all personal taxes including:
    • Income tax
    • Capital gains tax (CGT)
    • Inheritance tax (IHT)
    • Non-domiciliary taxes
  • Completion and filing of relevant returns
  • Advice on what payments are due and when
  • Advice on trusts and estates
Estate and Inheritance Tax Planning

Forethought and early planning is vital when making preparations for the future of your estate upon your death. Such anticipation may enable you to take full advantage of the tax opportunities available and therefore maximise the amount that is passed onto beneficiaries.

We provide a discreet estate planning service that includes:

  • Help in regards to drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Identifying adequate life assurance levels to cover potential inheritance tax liabilities
Self Assessment

Many taxpayers struggle to understand and complete these correctly. Deadlines and ever-changing tax legislation can make it difficult for individuals to fill out their tax returns to the standard that HMRC expects, and incorrect or late tax returns risk  incurring penalties.

Here at SA & Co. we offer a comprehensive self-assessment service, saving you time, worry and money. We will do all the necessary calculations, complete your return, and  even offer advice on how you can minimise your tax liability.

We can also deal directly with HM Revenue & Customs on your behalf and, should you be selected for a self-assessment enquiry, act for you at any meetings.

In addition, we can provide continual help and support with your ongoing tax affairs.

Accountancy

We prepare accounts for all types of business, from sole traders to partnerships and limited companies.

Our accountancy services will help to reduce the administrative burden, allowing you to concentrate on running your business, while giving you peace of mind that your accounts and returns are being handled by experienced professionals.

Our accounting and  compliance services include:

  • Preparation of annual accounts
  • Preparation of periodic management accounts
  • Book-keeping services
  • Maintaining PAYE and VAT records and associated  returns
  • Preparation for HMRC investigations
  • PAYE and national insurance compliance
  • Self-Assessment advice
Business Start-Up

Starting up a business can be an overwhelming and daunting prospect. We can help you make sense of business and support you at this crucial time in the life-cycle of your business.

Bring us your business ideas and we can evaluate them in a constructive and realistic manner. We can also help you to:

  • Decide on the most suitable structure for your business – sole trader, partnership, or limited company
  • Prepare a business plan, cash flow projections, budgets, and trading forecasts
  • Assess your finance requirements, advise on the best sources of finance, and draw up the necessary proposals
  • Establish a good working relationship with your bank
  • Complete any registration procedures with Companies House and HM Revenue & Customs
  • Deal with company secretarial issues
  • Set up a recording system for your internal use and for complying with statutory requirements
Business Support

Our support for you  stretches far beyond the essential compliance services. We aim to be your  business partners, working with you to ensure the best possible chance of  success.

Areas where we can assist you include:

  • Business start-ups
  • Business planning
  • Raising finance
  • Financial management
  • Financial information systems
  • Computer systems advice
  • Cashflow forecasting and management
  • Efficient billing and cash collection
  • Minimising the tax bill
  • Strategies for developing your business
  • Long-term plans for your business and your exit

…and much more.

Capital Gains Tax

Capital gains tax (CGT) planning is a must for anyone who is intending to  make a disposal of a capital asset for example, a share of a business or a  company, stocks and shares or a property.

We are able to instruct on this complicated issue to make sure that you  receive the maximum amount of relief, where it is available.

Corporate Tax

We deal with the routine matters of business tax,  PAYE, National Insurance and VAT.

Our services will help to minimise your corporate tax exposure and relieve you of the administrative burden. These include:

  • Deciding on the most tax effective structure for your business
  • Making sure you are taking full advantage of tax opportunities and reliefs
  • Achieving the optimum capital or revenue tax treatment
  • Reducing the amount of tax paid on disposals and maximising relief on acquisitions
  • Making the most of the tax opportunities presented to your specific industry
  • Meeting the rigorous demands of compliance including corporation tax self assessment
  • Acting on your behalf in discussions with the tax authorities

Efficient corporate tax planning can result in  potentially significant improvements in your bottom line.

Payroll

Managing payroll can be a time-consuming and  laborious duty for a business owner. It can take a lot of time out of your day that could otherwise be  dedicated to other more important business tasks.

We can give you this time back, by implementing our comprehensive  payroll service, which includes:

  • Customised payslips
  • Administration of PAYE, national insurance, statutory sick pay, statutory maternity pay, etc
  • Completion of statutory forms, including year-end returns, to issue to your employees and submit to HM Revenue & Customs
  • Advice on Real Time Information
  • CIS returns
  • Summaries and analyses of staff costs
  • Administration of incentive schemes, bonuses, and ex-gratia and termination payments
  • Basic HR advice