Below is a list of various projects we completed for our clients.

Ranging from helping a new entrepreneur to a major SME business disruption.

To view more information, click the down arrow.

Taxation

HM Revenue & Customs

We are the UK’s tax, payments and customs authority, and we have a vital purpose: we collect the money that pays for the UK’s public services and help families and individuals with targeted financial support.

We do this by being impartial and increasingly effective and efficient in our administration. We help the honest majority to get their tax right and make it hard for the dishonest minority to cheat the system.

Deliberate Calm: How to Learn and Lead in a Volatile World

A trio of McKinsey & Company veterans draws from a unique combination of psychology, neuroscience, and consciousness practices plus a combined 50-plus years of international board room experience to offer a unique approach to learning and leading with awareness and intentional choice, even amidst the most challenging circumstances.

Amp It Up: Leading for Hypergrowth by Raising Expectations, Increasing Urgency, and Elevating Intensity

Amp It Up delivers an authoritative look at what it takes to transform an organization for maximum growth and scale. Slootman shows that most leaders have significant room to improve their organization’s performance without making expensive changes to their talent, structure, or fundamental business model–and they don’t need to bring in an army of consultants to do it. What they do need is to align people around what matters and execute with urgency and intensity every day.

Charities

Context
A local charity approached us to help them rebrand, refresh their website, register a new domain name and establish social media channels. We were also asked to serve on their steering committee as media consultants.

Challenge
Proposals had to pass through multiple committee reviews, which could slow down the development process, especially as most committee members are not tech-savvy. The current website and media accounts had been registered by an third party and were no longer accessible and funds were limited. The charity also needed organisational and marketing help with their Festival in a short amount of time.

Approach
We developed a strategy and presented it to the committee, creating an overall summary explaining the current issues, their vision, and detailed and costed solutions on how to achieve that vision.

From there, together with the committee, we streamlined the proposal agreeing on the main reporting stages of the project. The festival was a priority, and we organised several teams to liaise with local newspapers, radio stations, social media, and local businesses to promote the event locally.

Result
We successfully rebranded the Charity, acquired and configured a domain name with emails and passwords, and created a sleek, lightweight website that is easy to maintain with social media accounts. The event was a success, drawing in many people and gaining press and social media coverage in the local area.

Small Companies

How Minds Change: The Surprising Science of Belief, Opinion, and Persuasion

In this lively journey through human psychology, bestselling author and creator of the You Are Not So Smart podcast David McRaney investigates how minds change–and how to change minds.

SME's

Context

A client was expanding their business by acquiring two competitors, and needed their IT systems incorporated into the primary business system.

Challenge

The operation was an enormous task. The client advised we needed to exercise extreme caution because the target company’s staff were not yet aware of the takeover. There were multiple servers, data, various desktop configurations, email systems, logistics of hardware, and staff training for new systems.

Approach

We managed two technical teams on-site to understand the layout of the existing IT systems, including software used, data security, and server configurations.

Once information was gathered, we set about writing operational manuals for migrating each part of the system, pre-empting any issues. Once the company purchase.was finalised, we chose a weekend to integrate the systems. Both equipment and data transfer were completed and tested. We started on a Friday evening, working with three teams – desktops, servers, and data to maximize the days we had.

Result

All desktops, reconfigured software, printers, and emails were ready for staff at start of business on Monday morning, staff were trained in the afternoon with no incidents logged. The acquired business websites were also redirected to our clients.

Incident Response

A World Without Email: Reimagining Work in an Age of Communication Overload

We have become so used to an inbox-driven workday that it’s hard to imagine alternatives. But they do exist. Drawing on years of investigative reporting, author and computer science professor Cal Newport makes the case that our current approach to work is broken, then lays out a series of principles and concrete instructions for fixing it.

Accountability at Work: How to make and keep promises and have others do the same

“You can count on me” is a phrase we don’t hear often enough in the workplace. It is the language of accountability – and putting accountability at the heart of any business can be transformational. In this step-by-step guide, Carolyn Taylor, one of the world’s foremost experts in organisational culture change, shows how to master the promise-making process and establish a lasting culture of accountability.

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones

No matter your goals, Atomic Habits offers a proven framework for improving—every day. James Clear, one of the world’s leading experts on habit formation, reveals practical strategies that will teach you exactly how to form good habits, break bad ones, and master the tiny behaviors that lead to results.

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Payroll

Managing payroll for your employees means staying compliant with several regulations. These range from HMRC-led reviews of Pay As You Earn (PAYE) or National Minimum Wage, to effective pay gap reporting. But following changes in requirements and making sure payroll is being executed correctly is a big task – and it can take your focus away from your business priorities.

Here’s where our expertise comes in. We have an established methodology you can trust and we can call on experts from across our global network of firms to provide multidisciplinary support. That enables us to help you with all aspects of local and global payroll.

Our subject matter experts can help you work through and simplify increasingly complex payroll compliance requirements. We give you clear and practical insights, allowing you to focus on business priorities.

Contact us to help you

Business Tax

Building and running your own business is always hard. Thinking about your tax position is an unwanted distraction that pulls you away from what you do best. However understanding the UK tax system with your obligations and the available reliefs and exemptions is critical to your success.

Exiting your business can be a once in a lifetime event and it’s vital to do it right. Despite that, most individuals under-prepare failing to take professional advice. This has the ability to significantly impact the net proceeds that you ultimately walk away with.

For businesses at the other end of the company lifecycle, thinking about your personal tax position from the start will have benefits for years to come.

What we can do to help

  • Advise on business exits
  • Provide you with entrepreneurs’ relief and investors’ relief reviews
  • Transaction clearances
  • Advise on cash withdrawal
  • Shareholder structuring
  • Review the BPR status of your business
Contact us to help you

Tax Compliance

The UK personal tax compliance landscape is very complex, with reporting requirements that vary based on the type of tax and your individual circumstances. The self-assessment system of taxation means it is your personal responsibility to complete a tax return and provide HMRC with full details of all taxable income and capital gains. We guide you to ensure you’re fully compliant, and pay the appropriate amount of tax.

Not paying the right amount of tax at the right time, or failing to submit a tax return with HMRC by the due date can result in heavy fines. Additionally, failing to tell HMRC about your chargeability to UK tax could result in them investigating up to 20 years and collect any underpayments of tax.

Given the strict deadlines and potential penalties, it’s important not to get your UK tax wrong.

How we can help

  • Assist in completing personal tax returns
  • Advise on IHT, trust and estate returns
  • Help you to complete ATED, NRL and NRCGT returns
  • Corporate tax compliance services
Contact us to help you

Property Tax

Whether you have an existing buy-to-let portfolio; wanting to assist your children onto the property ladder, or wanting to remove some property interests. Understanding UK tax is of great importance.

Key areas to consider:

  • Stamp Duty Land Tax (SDLT) for purchases of ‘additional’ residential properties such as second homes and buy-to-let investments
  • The extension of the Annual Tax on Enveloped Dwellings (ATED)

How we can help

  • Advise you on buy-to-let tax considerations, including incorporation and property acquisition advice
  • Offer guidance on assisting children and other family members with their property purchase
  • Advise on property acquisition for second family homes and holiday homes
  • Assist with understanding property disposal, including guidance on Private Residence Relief (PRR) and lettings relief
Contact us to help you

Inheritance Tax

Inheritance tax is a emotional area and is difficult to think about. However, it has the ability to impact the amount of wealth that you pass on to your family. Taking time to give early thoughts to your personal tax position, understanding how your estate will be taxed is absolutely vital.

UK inheritance tax (IHT) is certainly not straightforward. IHT can include rates of up to 40% on any assets held on death. In addition, it doesn’t just concern with your immediate estate after death. Tax may also be payable on lifetime gifts; either immediately, or at a later stage. A UK individual is typically subject to IHT on their worldwide estate.

How we help you:

  • Explain how IHT works
  • Assess your current exposure to IHT
  • Advise on your entitlement to statutory exemptions and reliefs
  • Offer guidance on making gifts to family and the use of trusts
  • Help you understand how IHT may impact your family business
  • Explain trust and estate compliance and reporting obligations
Contact us to help you
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Tax investigations

Whatever the reason, an investigation into your tax affairs by HMRC causes feelings of anxiety and stress and unravelling the requirements will be confusing and time consuming. As your tax advisor we will simplify the process, proactively working with you and HMRC to devise a plan that will lead to a resolution.

There are various types of HMRC investigation, from a routine self-assessment compliance check, to Code of Practice 9 enquiries.

Helping you with HMRC enquiries

  • Advise on specialist HMRC investigations including Code of Practice 8 and Code of Practice 9
  • Perform tax ‘health checks’ and risk assessments
  • Assist you with voluntary disclosures for underpaid tax liabilities
Contact us to help you
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