Business Details
48 Years
experience
Chartered Accountants in Hoylake, Wirral
Established in 1978, Loughrey & Co & Co Chartered Accountants have built a reputation for delivering tailored accountancy and tax services to individuals and businesses across Wirral and beyond. Our approach centres on fostering long-term client relationships, ensuring clients work directly with their assigned accountant to achieve financial clarity and efficiency. With expertise in personal and corporate tax compliance, probate administration, and payroll services, we combine over four decades of experience with a commitment to cost-effective, adaptable solutions. Our team of qualified professionals prioritises transparency, offering guidance on tax planning, business structure optimisation, and HMRC compliance.As an ICAEW-regulated firm, we uphold rigorous professional standards while maintaining the personal touch that distinguishes our service. Whether supporting small businesses or managing complex estates, we provide actionable insights to help clients maximise financial outcomes. Our investment in digital accounting tools ensures seamless processes without compromising the human expertise behind every recommendation.
Services
Personal Tax Returns
Business Tax Compliance
Probate Administration
Payroll Services
Inheritance Tax Planning
Details
- Year established: 1978
Highlights and features
- We offer 40+ years of combined experience in accountancy and tax compliance.
- Our team provides direct access to qualified chartered accountants.
- We specialise in HMRC tax code optimisation and compliance.
- Our probate services include inheritance tax planning with transparent pricing.
- We implement digital accounting tools for efficient, real-time financial management.
Associations and certifications
- ICAEW
Services
Personal Tax Returns
We prepare and submit self-assessment tax returns for individuals, ensuring HMRC compliance while maximising legitimate tax savings. Our experts explain calculations in plain language and handle HMRC communications. Ideal for freelancers, landlords, and high-net-worth individuals requiring accurate tax reporting.
Business Tax Compliance
From accounts preparation to VAT returns, we manage all aspects of business tax obligations. Services include Companies House filings, payroll administration, and Making Tax Digital compliance. Designed for SMEs needing reliable support with statutory requirements and strategic tax planning.
Probate Administration
Our ICAEW-regulated probate team handles estate administration, including asset valuation, inheritance tax calculations, and grant applications. We guide executors through complex processes with transparent pricing, offering fixed-fee options for estates valued up to 2 million.
Payroll Services
We provide end-to-end payroll solutions compliant with Real Time Information requirements, including auto-enrolment pension contributions. Our service ensures accurate salary processing, tax deductions, and statutory reporting for businesses of all sizes.
Inheritance Tax Planning
We advise on tax-efficient estate structuring through trusts and gifting strategies. Our specialists help clients understand liabilities while preserving wealth for beneficiaries, combining technical expertise with practical implementation.
People
Mark Loughrey
Chartered Accountant
With over 20 years at Loughrey & Co & Co, Mark oversees probate services and tax strategy. He specialises in estate planning and HMRC compliance, bringing technical precision to complex financial scenarios.
Questions
What accountancy services do you offer for businesses?
We provide full-spectrum business services including accounts preparation, corporate tax returns, VAT compliance, payroll, and Making Tax Digital support tailored to your company's needs.
How do you handle probate cases with foreign assets?
Our probate fees for estates with foreign assets are capped at 4% + VAT of the gross estate value, with hourly charges at £175 + VAT for additional complexities.
Can you assist with self-assessment tax returns?
Yes, we prepare and submit personal tax returns, explain liabilities, and represent clients during HMRC investigations while ensuring compliance with submission deadlines.
What makes your tax planning different?
We combine technical expertise with strategic thinking, offering bespoke solutions for inheritance tax mitigation and business structure optimisation based on individual circumstances.
How do you ensure compliance with tax regulations?
Our team stays updated on UK tax law changes and uses certified accounting software to maintain accuracy in all filings, from payroll to corporate tax returns.
