Our Services & Solutions
We offer a full range of business and professional services to cater for all company sizes.
We use a variation of methods and work closely with our clients to become the extra arm of their business to support them in every way we can to make, what can be stressful, into something that is easier and simpler to manage.
OUR SERVICES
Business Accounting
We specialise in delivering tailored accounting solutions that help businesses to thrive. With our comprehensive range of services, we help you manage your finances efficiently, ensuring accuracy and strategic insight every step of the way.
Lindley Adams prepare annual accounts for a wide range of businesses, including large private companies with international trading structures, family and owner-managed companies of all sizes, limited liability partnerships, partnerships and sole traders.
At Lindley Adams, whilst annual accounts are needed to meet a business’s statutory obligations, we recognise that the main purpose of the financial statements is to provide valuable information to our clients.
We identify and focus our attention on the critical issues and actively manage the timing of the accounts production process to ensure that our clients take advantage of tax planning opportunities as well as meeting statutory obligations and deadlines.
The year-end accounts provide invaluable information about a business and on completion of the accounts a meeting is offered with the designated partner to discuss the results, any tax mitigation or planning opportunities, and future development and plans for the business.
Accounts preparation is a core service and is provided at a competitive cost to businesses of all sizes.
There is much more to an audit than the annual year end and compliance visit.
Accounting and audit regulations are arduous and our aim is to deal with them with as little hassle so that you can get on with running your business.
We are qualified to deal with all statutory and bespoke audit assignments. Aside from fulfilling all legal audit necessities, our audit approach gives us the chance to really see how your business is run because we spend time finding out about it and then plan our work to test the systems you have in place.
We have a set criteria and pre-agreed timetable to work with with your accounting staff so that your annual audit process is as speedy and efficient as possible.
This process also helps us offer effective and constructive feedback on your accounting and other in-house systems and in offering advice on how to improve.
We are here to relieve you and your staff from the troubles and burdens of in-house bookkeeping and accounting, including your annual accounts.
We work very closely with our clients in order to gain a full understanding of your business and how you run it. We have the capacity and flexibility to then tailor our approach to your needs in order to deliver the most appropriate service we can for you.
One of the most important aspects of this service is the preparation of management accounts. We see these as vital and integral to the continuity and success of your business. Again, we discuss your requirements with you and provide you with tailored information and constructive advice on a regular basis.
The essentials of starting a new business are always based on a realistic business plan and adequate finance.
Most new business owners when starting up will no doubt start with a foundation of a solid business proposition and plenty of entrepreneurial spirit. We help look after the legal and financial aspects of running a business or company formations.
With our combined years of experience, we can provide extensive direction and advice on starting up a business to ensure that the process runs as smoothly as possible and hassle free for you.
Whatever the size of business you are considering starting up we can provide vital advice on:
- The form the business should take, sole trader, partnership, LLP, limited company, PLC.
- Company formation procedures.
- Preparation of projections, cash flow and business plan.
- Arranging finance.
- Bookkeeping tuition and implementing management procedures and systems.
- Tax planning.
We advise that you do not risk getting caught out by any unexpected problems and come and see us from the start. Coming to see us to present your business proposals means we can evaluate them in a constructive and realistic manner.
The company secretarial function for any business is often seen as an arduous task normally overseen by a family member or senior employee as Company Secretary. This can be met with issues as the designated person may not have a full understanding of the duties they are required to undertake.
With our in-house expertise, we can ensure that statutory deadlines are met, we will handle all your statutory obligations including the filing of accounts, annual returns as well as changes of directors and secretaries. As part of the service, manage all the paperwork required for the payment of dividends and dealing with share transfers.
Our Full Company Secretarial Services Include:
- Company formations
- Preparation and electronic filing of statutory returns
- Preparation of all documentation related to minutes and resolutions
- Maintenance and storage of statutory books
The construction industry is one of the most volatile sectors in the UK economy, and careful planning and advice are needed to maintain efficiency and competitiveness.
With years of experience in this sector, we pride ourselves on having an understanding of the specific problems faced by builders, freelance contractors, building and civil engineering contractors, civil engineering consultants and foreign workers in being able to recommend effective solutions.
We work with you to help you optimise your performance through advice on appropriate funding, project planning, cashflow planning and payroll services.
We guide you through the maze of regulations imposed on the industry, help you to minimise your compliance costs, and help you to build a successful future.
Any strategic growth or finding the funding for acquisitions is rarely possible by solely relying on your cash flow. It doesn’t matter whether you have a start-up business or are well established, it is essential that you have the necessary finance to achieve your objectives.
We can help you with everything you need by helping you decide on the most appropriate sources of finance. We will look through all the best options suited and help you make those difficult decisions. As part of our corporate finance service, we help prepare the necessary business plans and forecasts. Because of our expertise, it means we are best positioned to present your proposals to your chosen financial source. This also means that we can arrange any disposal, M&A or MBO/MBI.
We have an extensive network that is here to help you and introduce you to the correct people to help you get where you want to be.
Corporation tax is a major part of your trading costs. It is the increased reporting obligations, thorough investigation policies imposed by the tax authorities and tough penalties for non-compliance that means that a lot of time and resource is taken up collecting revenue for the Government.
We can assist you and your business by completing and filing business tax returns as well as preparing and submitting end-of-year payroll Tax Returns. By using us for your corporate tax and planning, means we can act as intermediaries for any disputes with the tax authorities.
As part of this service, we can help you with determining the most tax effective structure for your business by taking full advantage of tax opportunities and reliefs.
It is our job to make sure that you achieve the best capital or revenue tax treatment as well as reducing your tax on disposals and maximising relief on acquisitions. There are also many tax opportunities specific to certain industries and our in-house expertise to help you tackle these.
Value added tax is not an easy subject to talk around. Our aim is to make as simple as possible for you to handle and understand. It is seen as one of the most complex tax areas to be imposed on businesses.
The VAT “goalposts” are constantly being moved as well as the ever changing stream of regulatory details. HMRC is constantly demanding more and more from businesses which adds more stress on top of what you already have to manage.
It is our expertise and expertly trained eyes that help you make sure you do not miss anything and do not fall foul of the regulations. We make sure your do not pay the chancellor any more than you need to.
Our efficient and cost-effective VAT service includes:
- Assistance with VAT registration
- Advice on VAT planning and administration
- VAT control and reconciliation
- Help with completing VAT returns
- Processes put in place to avoid future issues with HMRC
- Representing you at VAT tribunals.
The task of payroll processing can often divert you from your core business activity. It is our job to help and take the worry and time out of this process for you.
By allowing us to look after your payroll activity, we will free up more time for your staff to attend other business areas, therefore creating more opportunities and raising efficiency in the business.
Our payroll services are thorough and, of course, compliant with HM Revenue & Customs statutory requirements.
We can deal with every aspect of UK wages and salary requirements including:
- Setting up a new payroll system
- Day to day payroll processing
- Dealing with PAYE and National Insurance deductions
- Completing your end of year returns
- Holiday pay
- Statutory pay
- Stakeholder pensions
OUR SERVICES
Personal Accounting
Our bespoke accountancy services are designed to provide you with the personalised support, clarity, and strategic insight you need to manage your finances effectively.
With the tax regime becoming more complex, and more focus being put on taxpayers’ individual responsibilities, everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet all the compliance requirements.
We can provide you with year-round tax advice on:
- Income Tax
- Capital Gains Tax
- Inheritance Tax
- Trusts and Estates
- Non-domiciliary Tax Issues
Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gains, and every inheritance tax saving means more benefit for your beneficiaries.
Make sure you take full advantage of the tax saving opportunities open to you and call us today for a personal tax planning review.
Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning. Here are some important questions you need to ask yourself:
Exit Strategies
If you are in business, the first thing you need to consider is your exit strategy. Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?
Pension Provision
Do you have an adequate pension in place? Do you have the right type of pension? Are you aware of all the pension possibilities open to business owners and directors? Are you making full use of all your allowances?
Savings and Investments
Do you have the right balance between savings and investments, and is your portfolio split adequately between exposures.
Life Assurance and Long-Term Care
Do you have adequate life assurance, and have you made provision for long-term care and medical insurance for you and your family in your later years?
We can help you answer all these questions and recommend solutions tailored to your particular needs.
Many taxpayers struggle to understand the complex tax returns and complete them correctly. In the first year of the Self Assessment regime alone, 775,000 taxpayers received £100 penalties for failing to submit their returns on time, and some 400,000 incurred further penalties because their returns were still outstanding six months later!
The constant flow of changes to tax legislation means not only that the returns are becoming even more difficult to understand but also that taxpayers risk incurring more penalties through failing to complete their returns on time or correctly.
We can save you a lot of time, worry, and money by handling your self assessment tax return for you. We will do all the necessary computations, complete your return, and even offer advice on how you can minimise your tax liability.
We can act as your agent, dealing directly with the HM Revenue and Customs on your behalf and, should you be selected for a self assessment enquiry, act for you at any meetings.
Trusts are relatively easy and very tax-efficient way to set aside assets for future beneficiaries outside the inheritance tax thresholds.
We can advise on the most suitable type of trust for you, set them up and provide a full range of accounting services for trusts.
We can also advise you on the preparation of your will, single or mirror.
Where appropriate, we can act as trustees or executors.
Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.
The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.
The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Government’s coffers!
It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight – and a detailed knowledge of the tax regime.
We provide a discreet estate planning service that includes:
- Help with drawing up and reviewing your will
- Making full use of exemptions and lower tax rates on lifetime transfers
- Optimising lifetime transfers between spouses
- Transferring agricultural or business property
- Transferring assets into trust
- Arranging adequate life assurance to cover potential inheritance tax liabilities.
We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.
OUR SERVICES
Specialist Services
We understand that the retail and construction industries face unique financial challenges and opportunities. Our specialist accounting services are designed to meet the specific needs of your industry, providing you with the expertise, tools, and insights to thrive in a competitive marketplace.
The retail sector has always been one of the most competitive business environments to operate in and more than ever retailers need sound financial advice and the support of a team of professionals who can help them maintain their market share.
We have considerable experience acting for the retail sector, and understand clearly their special requirements – especially the need for real time and proactive advice on how to maintain and improve their position.
We can help you maximise your profitability through stock control improvements, purchase re-ordering and reconciliation procedures and where appropriate advise on the installation of systems.
One of the biggest issues for retailers is the demands of the VAT regime. We can relieve you of a lot of unnecessary time and expense by advising on the most appropriate scheme and handling your VAT planning and administration.
The construction industry is one of the most volatile sectors in the UK economy, and careful planning and advice are needed to maintain efficiency and competitiveness.
Through years of experience in this sector we have an understanding of the specific problems faced by builders, engineering contractors and civil engineering consultants, and in being able to recommend effective solutions.
We can help optimise performance through advice on appropriate funding, project planning, cashflow planning and payroll services.
We will guide you through the maze of regulations imposed on the industry, assist in minimising your compliance costs and help you to build a successful future.
Lindley Adams as an experienced credit union auditor of small to large credit unions are well placed to provide advice and support where this is required. We believe in helping credit unions to flourish because it’s not just about business, it’s about community.
Lindley Adams audits over 60 credit unions, from smaller community based credit unions to some of the largest in the country. We can always be seen at the national body conferences and have presented workshops and lectures at these in recent years.
Our team are familiar with many credit union systems including Conaccess, Curtains, Progress, Caroma, Custom, Acumen and Cubis. The credit union team at Lindley Adams includes audit staff with over 20 years’ experience of the credit union sector.
Aside from fulfilling all legal audit necessities, our audit approach gives us the chance to really see how your organisation is run because we spend time finding out about it and then plan our work to test the systems you have in place. We have a set criteria and pre-agreed timetable to work with your accounting staff so that your annual audit process is as speedy and efficient as possible.
Our Credit Union Services:
- Annual Accounts Production
- Annual Return Production
- Bookkeeping and Quarterly Returns
- Business planning
- Due Diligence
- External Audit
- Internal Audit
- Investigations
- Payroll
- Taxation
- Training
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Your Credit Union has been informed accordingly with regard to our intentions and we have obtained their consent before contacting you. We will not have contacted you without their consent first.
If you have any enquiries with your share or loan balance or any other matters relating to your Credit Union account please contact your Credit Union accordingly.
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