Individuals & families

Maternity, paternity and new parents

We help expectant and new parents work out what they’re entitled to, claim it correctly and plan their finances for leave.

Who it’s for

  • Employed mums
  • Self-employed mums and company directors
  • Partners and couples sharing leave
  • Any family preparing for a new baby

AAT-qualified accountantAuthorised tax agentSupervised by HMRC for anti-money launderingIn person or fully online

How we help new parents

ServiceWhat we doSuitable for

Statutory Maternity Pay (SMP) check

What we do

We confirm you’re eligible, check your employer’s calculation and plan your income across your leave.

Suitable for

Employed mothers

Maternity Allowance claim

What we do

We check your eligibility and complete the MA1 claim, including for self-employed mothers.

Suitable for

Self-employed mothers and those who don’t qualify for SMP

Sure Start Maternity Grant

What we do

We check your eligibility and prepare the application for this one-off grant.

Suitable for

Parents on qualifying benefits expecting a first child or a multiple birth

Paternity and Shared Parental Pay

What we do

We explain the options, help both partners plan leave and make sure you claim the correct pay.

Suitable for

Partners and couples sharing leave

Maternity budget plan

What we do

A month-by-month household budget covering your leave, return to work and childcare costs.

Suitable for

Any family preparing for a new baby

Self-employed during maternity

What we do

We plan your Self Assessment, Making Tax Digital obligations and Keeping in Touch days while you’re on Maternity Allowance.

Suitable for

Self-employed and company director parents

New baby registration support

What we do

We help with your Child Benefit claim, protecting your National Insurance credits and setting up your childcare account.

Suitable for

All new parents

How to get started

  1. Email us, or call for a free 15-minute introductory chat.

  2. Get a fixed-fee quote and a written engagement letter.

  3. Complete our identity checks, as required by our anti-money laundering supervision.

  4. 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

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.