Business Details
Trusted Chartered Accountants in Newark
Established over eight decades ago, we are a respected firm of chartered accountants and business advisors dedicated to delivering comprehensive financial solutions. Our expertise spans accountancy, taxation, business advisory services, and strategic financial planning for private individuals and companies across diverse sectors. With a particular focus on the agricultural industry, we serve clients in Nottinghamshire, Lincolnshire, and Leicestershire, combining sector-specific knowledge with a proactive approach to client relationships. Our team of qualified professionals prioritises timely, individualised advice to help clients optimise profitability and tax efficiency while navigating complex regulatory landscapes. As an FCA-authorised firm, we maintain rigorous compliance standards in wealth management and investment advisory services, ensuring clients receive both regulatory protection and tailored financial strategies.Our commitment to excellence extends to probate services, company secretarial work, and business start-up support, reflecting our holistic approach to client needs. By maintaining long-standing relationships with local businesses and leveraging our deep understanding of regional market dynamics, we position ourselves as trusted partners in our clients' financial success. Our fee structure balances transparency with value, offering fixed-fee options alongside time-based billing for complex matters. Continuous investment in technical expertise ensures we remain current with evolving tax legislation and accounting standards, while our client-centric philosophy emphasises clear communication and practical solutions. This combination of experience, specialisation, and personal service has sustained our reputation as a leading accounting firm in the East Midlands region.
Services
Accountancy Services
Tax Planning
Probate Services
Business Advisory
Financial Consultation
Payroll Services
VAT Compliance
Company Secretarial
Estate Planning
Wealth Management
Highlights and features
- We have over 80 years of experience serving East Midlands businesses
- Specialise in agricultural sector accounting and tax planning
- FCA-authorised for investment and pension advisory services
- Offer fixed-fee and transparent pricing structures
- Provide free initial consultations with qualified accountants
Associations and certifications
- Institute of Chartered Accountants in England and Wales
- Financial Conduct Authority
Services
Probate Services
Our ICAEW-authorised probate services provide comprehensive estate administration support, including asset valuation, inheritance tax calculations, and grant of representation applications. We assist executors with debt settlement, tax compliance, and asset distribution while maintaining transparent communication throughout the process. Our fees range from 2,000 to 10,000 plus VAT based on case complexity.
Tax Planning
We deliver tailored tax planning solutions covering income tax, capital gains tax, and inheritance tax optimisation. Our services include self-assessment returns, benefits-in-kind advice, and trust structure implementation to minimise tax liabilities while maintaining full HMRC compliance for individuals and businesses.
Business Advisory
Our business advisory services encompass company formation, cash flow forecasting, and financial strategy development. We assist start-ups with business plans and established companies with growth strategies, regulatory compliance, and operational efficiency improvements across multiple industry sectors.
Accountancy Services
We provide complete accountancy services including statutory accounts preparation, management reporting, and bookkeeping support. Our team ensures compliance with Companies Act requirements while delivering timely financial insights to support informed business decision-making for sole traders and limited companies.
Wealth Management
FCA-regulated wealth management services cover pension planning, investment portfolio management, and life assurance solutions. We offer personalised financial strategies using ISAs, unit trusts, and investment bonds to help clients achieve long-term financial objectives with appropriate risk management.
People
Hassan Rashid
Probate Team Member
Experienced probate specialist managing estate administration cases with a focus on agricultural sector clients. Provides expert guidance on inheritance tax mitigation and estate planning.
Phil Ball
Probate Team Member
Senior probate advisor with extensive experience in complex estate administration. Specialises in asset valuation and tax-efficient wealth transfer strategies for high-net-worth individuals.
Questions
What accounting services do you offer for agricultural businesses?
We provide tailored accountancy services for farmers and agricultural businesses including crop rotation financial planning, livestock asset valuation, and rural tax incentives.
How do your probate fees compare to solicitors?
Our probate fees start at £2,000 plus VAT, offering cost-effective alternatives to traditional solicitors while maintaining specialist expertise in estate administration.
Can you assist with business start-up accounting?
Yes, we help new businesses with company formation, cash flow projections, and tax registration while advising on optimal business structures.
Do you provide tax planning for high-income individuals?
Our tax planning services include inheritance tax mitigation, capital gains tax strategies, and trust structures for high-net-worth individuals.
Are your wealth management services regulated?
Yes, our investment and pension advice is directly authorised and regulated by the Financial Conduct Authority.
