Need some advice? Click here to fill in our enquiry form
Together thinking
Blog
Why every business needs a business plan
A good business plan should be one of the most valuable tools in your business. It's not simply a document for someone else, it's a framework that helps you make better decisions, helps you to understand where your business is heading and identify th…
By Jamie Kerr
News
Property Newsletter – July 2026
Welcome to our monthly property newsletter. This month, we look at proposals to reform Stamp Duty Land Tax (SDLT), the government's progress towards its target of delivering 1.5 million new homes, and how the conflict involving Iran has contributed t…
By Sarah Clarke-Rae
Video
Trusts
Trusts remain a valuable tool in Estate, succession, and wealth planning, not just for tax efficiency, but for long-term asset protection and intergenerational planning.
Download
Renewable and clean technology support brochure
Specialist financial and strategic support from Wilson Partners.
Blog
Filing profit and loss accounts with Companies House is changing. Here’s what SMEs need to know.
If you run a small business, there's an important change to Companies House filing requirements on the horizon. From 1 April 2028, most small companies and micro-entities will need to submit a profit and loss (P&L) account to Companies House as part …
By Philippa Duckworth
News
July 2026 – Tax News
Payroll changes confirmed, MTD deadline approaches and updated fuel rates. Welcome to the July 2026 edition of Tax E-News. This month, we're looking at the phased introduction of mandatory payrolling of Benefits in Kind, the first Making Tax Digital …
By Steve Lawrey
See all insights
Our people
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Richard Palmer
Client Advisor
John Webb
Semi-Senior Client Advisor
Lee Zawadski
Client Onboarding Success Coordinator
Steve Booker
Tax Manager
Fahmid Khan Milky
Senior Client Advisor
Matthew Shortt
Tax Associate
Paula Carey-Shulman
Company Secretarial Manager
Tom Barrett
Senior Tax Manager
Sam Wells
Consultant
Debbie Huntley
Accounting and Business Services Director
“Quick and direct access to senior resource, enabling us to make quick decisions”
Anthony Francis, Pelican Capital
“Their practical and proportionate approach made a significant difference in navigating the complexities of the deal”
Tom Billings, Beach Equity
Call us on 0330 057 6265 for a no-obligation chat


