Packages and Pricing

Accountancy Package available to Investors

• Financial Trading treated as CGT
• Other sources of income on the tax returnform (salary, pension, dividends, bank interest)
• Extra fees if rental property is held too
• Free client care programme meeting withyour client manager to ensure that youronboarding as a client runs smoothly (can beheld virtually/over the phone)

Fees between £700 - £1,500 + VAT depending on complexity/volume of transactions

Accountancy Package available to Traders

• Sole trader accounts
• Annual review of your situation to ensure that this is still the most appropriate structure for you
• Self-assessment tax return form
• Consideration of tax saving opportunities such as pension contributions, EIS/VCT investments/ensuring all expenses are claimedfor/maximizing claims for AIA
• Monitoring deadlines to ensure that you do not get late filing penalties (if you act on the correspondence that we send you)
• Twice weekly newsletters to ensure you are aware of current issues/changes/updates
• Free client care programme meeting with your client manager to ensure that your onboarding as a client runs smoothly (can be heldvirtually/over the phone)

Fees between £700 - £1,200 + VAT*

• Limited company accounts
• Corporation tax return form
• Self-assessment tax return form for all the shareholders
• Dealing with routine Companies House paperwork - annual CS01 form
• Acting as the registered office for the company
• Processing annual PAYE scheme for the directors
• Completion of P11d form to declare any benefits in kind provided to the directors
• Consideration of tax saving opportunities such as pension contributions, EIS/VCT investments/ensuring all expenses are claimedfor/maximizing claims for AIA & super deductions/advice about R&D claims
• Monitoring deadlines to ensure that you do not get late filing penalties (if you act on the correspondence that we send you)
• Twice weekly newsletters to ensure you are aware of current issues/changes/updates
• Free client care programme meeting with your client manager to ensure that your onboarding as a client runs smoothly (can be heldvirtually/over the phone)

Fees between £1,800 - £3,000 + VAT*

• Limited company accounts
• Corporation tax return form
• Self-assessment tax return form for all the shareholders
• Dealing with routine Companies House paperwork – annual CS01 form
• Acting as the registered office for the company
• Processing annual PAYE scheme for the directors
• Completion of P11d form to declare any benefits in kind provided to the directors
• Annual pre year end meeting to consider the tax saving opportunities and the strategic goals of the business owners
• Quarterly review of trading figures and calculation of the corporation tax and personal tax liabilities that will be accruing
• Xero subscription
• 5 minute cashflow
• Monitoring deadlines to ensure that you do not get late filing penalties (if you act on the correspondence that we send you)
• Twice weekly newsletters to ensure you are aware of current issues/changes/updates
• Free client care programme meeting with your client manager to ensure that your onboarding as a client runs smoothly (can be heldvirtually/over the phone)
• Introduction to A4G Legacy, our sister company, for advice on wills and lasting powers of attorney
• Introduction to A4G Wealth, our sister company, for a wealth review

Fees between £2,800 - £4,000 + VAT*

*depending on the complexity/volume of transactions/number of shareholders