Case Studies - Wilson Partners

Case study: Hedge Fund start-up

We are a strong believer in taking the time to learn about our clients by listening to their needs. Communication is key in creating efficient and robust reporting systems fit for growth and which ensure continued compliance with the FCA.

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Case study: Archipelago Technology Group

This is a great example of how close collaboration with a client can produce not only financial benefits, but save huge amounts of time over the long term.

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R&D Case study: TriOpsis Limited

TriOpsis is a growing company that needed to have quality financial data readily available in order to help progress the growth plans and to aid conversations with potential investors. We were able to upgrade their accounting system to Xero to str...

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R&D Case study: Construction Industry

Creating a relationship with a new client and being able to encourage them to recognise their innovative working practises can not only be ground-breaking in their industry but can also be financially beneficial to them. Such examples help to expl...

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Cloud accounting case study: Commercial Finance and Lending business (“LES”).

It’s been great getting my teeth into this business. It’s a bit different to most of our other clients and we are regularly faced with a different transaction to talk through and account for. I’m looking forward to seeing how it can become even m...

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R&D Case study: AI & Robotics software company

It’s been great to get to know a new client, understand their business structure and how we can help them to achieve both current and retrospective R&D tax relief. The fact they are able to reinvest this back in R&D illustrates perfectly why the s...

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Customer story: Pureinsights Technology Limited

We’re thrilled when we get the call to say 'We’re starting up a new venture and we want you to be part of our team.' It’s great seeing the passion they have for what they do and the ambition they have to grow another business. We look forward to b...

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Outsourcing: Desborough Bowling Club

The Club had an annual budget for its accounting and within that budget we were able to provide all the services they required including the Treasurer position. We were subsequently retained to provide the Club with a full outsourcing offering inc...

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Customer story: Polski Sklep Smaczek Limited

They were a great team to work with and were very adaptable to change. It’s great to see the impact it has made on the business and the fact that the director/shareholder can now see his finances from wherever he might be in the world. Oh, and the...

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R&D tax reliefs for an insurance refund application processing company

This is a great example of how we can work with new businesses to provide an R&D benefit in the early years when cash flow is tight. The cash reclaimed in this instances was reinvested in development and accelerated innovation for the client, whic...

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£40k R&D tax repayment to a market leader in transport data collection services

Working with the Company’s existing accountants to put through an R&D claim highlights how we can supplement the work of other firms as opposed to replacing them outright. The client saw a seamless process and the repayment was made quickly, with ...

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Clinical trials data management company receives £71k R&D tax repayment

This is a great business and one we want to forge a lasting relationship with, so to start off with a great R&D claim has cemented this. The client were unaware their activities qualified for R&D, so were delighted to be able to reclaim some cash ...

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Cloud accounting case study: Journey Ltd

Well, I think for any small to medium sized business, cloud accounting is a must. To put yourselves in the best position to run and grow your business and to be able to seize opportunities, then the data available makes it an absolute no-brainer.

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Customer story: CEMS Ltd

We at Wilson Partners really enjoy working with the Founders, the Senior Leadership Team and the Board at Conditioned Environment with the ultimate satisfaction seeing the business grow from strength to strength. Long may that continue!

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Outsourcing: CEMS Ltd

This is why we so enjoy doing what we do – making a real and positive difference to our clients. In this case our input has allowed the directors to get on with what they’re great at knowing that their finances are in good hands! The results, incl...

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Tax health check generates £14k savings

We see first hand through due diligence the tax issues which are common among SME’s. These often lead to price chips and can also lead to deals falling over. We managed to catch this issue before it had too much of an impact on the transaction. It...

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Mambu – Powering Innovative Lending & Deposits

It’s great working with a dynamic and exciting client like Mambu. Our aim is to provide a service that informs our client of the obligations and opportunities of setting up in the UK but takes the headache of operating a finance function away from...

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Change of property ownership led to £64,728 tax savings

We enjoy finding solutions to our client’s problems – we apply our knowledge and experience to the facts our clients present to us and look to find the way forward that minimises the taxes payable.

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Inheritance tax review saves £1.7m on a £5m estate

We enjoy finding solutions to our client’s problems – the “fact find” is nearly always the key to the solution. Once we had our hands on the facts, the solution was an application of our tax knowledge and experience to those facts together with a ...

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Incentivising staff led to a sale price of £10m

The beauty of EMI is the flexibility that can be built in to meet the business’ specific objectives. We have significant experience in implementing EMI in a diverse range of sectors to meet wide ranging commercial objectives. In the case of ABC Li...

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R&D Tax reliefs: An extra £270k for software development company

One of our strengths as a firm is to really understand our clients and the innovative work they are carrying out. We work closely with development teams to get into the detail of the projects to ensure robustness and completeness of the claim. For...

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