Accounting and Advisory Services
Our accurate, detailed compliance work underpins our advice service. Accurate, up-to-date accounts and returns let us focus on planning next steps rather than just reflecting on past actions.
Business
For owner-managed companies, partnerships, and sole traders, we manage compliance throughout the year. We use this ongoing compliance as a basis for planning, forecasting, and tax work, rather than treating these tasks separately.
Services include: bookkeeping and accounting, VAT, payroll, software advisory and implementation, business planning and forecasting, start-up support, corporate tax planning, corporate finance, company secretarial, and carbon reporting.
Personal and family
Income tax, capital gains, and inheritance tax are often interconnected, so we analyse them collectively. Our services include self-assessment, personal tax planning, estate and succession planning, trusts and executorships, and retirement and exit planning.
Farming and rural business
We work with farming families on succession, farmhouse and partnership arrangements, machinery finance, diversification, and the way income tax and inheritance tax interact on a family holding.
PJE Agri offers comprehensive services for farming clients, focusing on precise year-round record-keeping, a planning meeting before the year ends, and a follow-up to review the completed accounts. We also provide support for farms on a simple compliance basis.
When your question relates to pensions, investments, or protection, it constitutes regulated financial advice. Cyfri, our sister company, manages this and is authorised and regulated by the Financial Conduct Authority. Since it operates from the same offices as us, your accountant and financial planner are never far apart.