Support through life’s big changes
We support you through the financial side of major life changes, from starting a business to buying a home.
Life events we help with
- Going self-employed
- Buying a home or renting
- Separation and divorce
- Losing a loved one
Life events and additional services
Becoming self-employed
We register you with HMRC, set up your record keeping and explain your tax and National Insurance.
Not sure if you’re self-employed? Use HMRC’s Check employment status for tax tool
Anyone starting as a sole trader
Sole trader or limited company review
We compare the tax position of each structure and recommend the right route.
Growing sole traders and contractors
Mortgage and tenancy support
We prepare SA302s, tax year overviews and accountant’s reference letters.
Self-employed and company director applicants
Income confirmation letters
Accountant’s letters for lenders, landlords, visa sponsors and schools.
Self-employed individuals and directors
Separation and divorce
We explain the tax effect of transferring property and assets, and update your benefit claims.
Couples separating
Bereavement support
We prepare the final tax return for the person who has died and help with HMRC and benefit notifications.
Families dealing with a loss
Bookkeeping for individuals
Monthly or quarterly bookkeeping for sole traders and landlords.
Clients who want their records kept up to date
How to get started
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Email us, or call for a free 15-minute introductory chat.
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Get a fixed-fee quote and a written engagement letter.
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Complete our identity checks, as required by our anti-money laundering supervision.
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Send your documents securely, and we take it from there.
All work is quoted as a fixed fee in advance, so you know the cost before we begin. You also get a single point of contact throughout.
What to bring
- Photo ID and proof of address
- National Insurance number and UTR, if you have one
- P60, P45 or recent payslips
- Benefit award letters and Child Benefit reference, where relevant
- Bank statements and records of income and expenses, if you’re self-employed or a landlord
- Any letters from HMRC or the DWP
Other services for individuals and families
Let’s get your tax right
We work with employees, the self-employed, landlords, new parents and families across Surrey and London, in person or fully online.
This page is general guidance, not personal tax or benefits advice. Rules and thresholds can change, so talk to us about your situation.