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
Essential
- 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*
Advisor
- 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*
Expert
- 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