Business Details
50 Years
experience
Trusted Chartered Accountants in Caterham, Surrey
Established in 1976, we have built a reputation as trusted chartered accountants and tax advisers serving businesses and individuals across Surrey, London, and the wider UK. Our team of 20+ professionals combines entrepreneurial thinking with technical expertise in taxation, audit, and financial strategy. We prioritise digital innovation through cloud-based accounting solutions while maintaining a personal approach to client relationships. With decades of experience navigating economic cycles, we act as business partners, offering tailored advice to support growth at every stage.Our services extend beyond traditional accountancy to include probate administration, inheritance tax planning, and specialist business consultancy. As a firm founded on core values of integrity and equality, we ensure all clients receive equal attention and respect. Our dual offices in Caterham and Lingfield provide local accessibility while our digital infrastructure enables nationwide service delivery.
Services
Tax Advice
Financial Services
VAT Returns
Payroll Services
Corporation Tax
Probate Administration
Digital Accounting
Audit Services
Business Consultancy
Inheritance Tax Planning
Details
- Year established: 1976
Highlights and features
- Chartered accountants with 40+ years of local business expertise
- Integrated digital accounting systems for real-time financial management
- Specialist probate and inheritance tax planning services
- Team of 20+ qualified professionals with diverse industry experience
- Award-winning client-focused approach combining technical excellence with personal service
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
- Chartered Tax Advisers
- Registered Auditors
- Licensed for Probate in England and Wales
Services
Tax Advice
Our chartered tax advisers provide comprehensive tax planning and compliance services for businesses and individuals. We specialise in corporation tax, inheritance tax, and strategic tax efficiency solutions. With continuous professional development, our team ensures clients benefit from the latest tax legislation changes while maintaining full compliance.
Probate Services
We offer licensed probate services including will execution, estate administration, and inheritance tax planning. Our team handles asset valuation, debt settlement, and beneficiary distributions. With expertise in non-contentious probate, we provide fixed-fee packages and hourly rate options to suit different estate complexities.
Digital Accounting
Our cloud-based accounting solutions provide real-time financial management for modern businesses. Services include bookkeeping, VAT returns, payroll processing, and management accounts. The system enables secure 24/7 access to financial data while automating routine processes to improve business efficiency.
Payroll Services
We deliver comprehensive payroll solutions compliant with HMRC regulations. Our services include salary calculations, tax deductions, pension contributions, and real-time reporting. The digital system integrates with accounting software to ensure accurate financial records while reducing administrative burdens for businesses.
Corporation Tax
Specialist corporation tax services for limited companies include tax return preparation, compliance filings, and tax efficiency strategies. Our chartered accountants provide accurate calculations, deadline management, and advisory services to optimise tax positions while ensuring full regulatory compliance.
People
Bruce Chapman
Partner
Qualified chartered accountant with over 25 years' experience at Roger Lugg. Specialises in business advisory and audit services. Holds FCA designation since 2009. Combines technical expertise with practical business insights to support client growth.
Roger Lugg
Partner
Founder of the firm with 40+ years' experience in accountancy. Provides strategic leadership and specialist tax advisory services. Semi-retired but continues mentoring the team and supporting key client relationships.
Questions
What accountancy services do you offer?
We provide tax advice, probate services, digital accounting, payroll processing, corporation tax returns, audit services, and business financial consultancy.
Are you qualified chartered accountants?
Yes, we are chartered accountants and tax advisers registered with ICAEW, with full audit qualifications and probate licensing.
Do you offer digital accounting solutions?
Yes, we provide cloud-based accounting software for real-time bookkeeping, VAT, payroll, and management accounts.
How much do probate services cost?
Probate fees range from £1,500 to £10,000 + VAT depending on estate complexity, with hourly rates available for specific tasks.
Where are you based?
We have offices in Caterham and Lingfield, Surrey, but serve clients nationwide through digital platforms.
