Jerry Cowdery

Accountant and Tax Services

Accountancy and tax compliance

Preparation of accounts for sole trader businesses, partnerships and limited companies. Dealing with electronic filing to HMRC and Companies House where applicable.

Services include:

  • Annual accounts for sole traders and partnerships
  • Personal and partnership tax returns
  • Limited company accounts
  • Corporate tax services
  • Company secretarial advice
  • Filing of annual accounts and company forms electronically to Companies House
  • Capital gains tax advice
  • New CGT 30 day return following sale of residential property

Personal tax planning

Personal taxation is becoming more and more complex and professional advice is essential. I can help ease the burden and advise where tax savings can be made for both income and capital gains tax.

Services include:

  • Profit extraction from limited companies
  • Income tax advice and planning
  • Capital gains advice and planning
  • Advice regarding Business Asset Disposal Relief
  • Planning for retirement
  • Non-resident tax implications and structure

Trusts

With over twenty years’ experience with Trusts. I am happy to advise on where these may fit into will planning but also lifetime wealth planning. Trusts are becoming more and more popular as a way of reducing the value of the Estate and/or protecting family assets

Services include:

  • Advice regarding creation of family Trust
  • Planning using Trusts
  • Taxation of Trusts (income, capital gains and inheritance tax can all play a part in Trusts)
  • Annual accounts and tax returns

Estate Planning

Having dealt with advice regarding Estate planning for a number of years I am happy to consult on the drafting of Wills and use of Deeds of Variation where necessary. I can advise on any potential Inheritance Tax liability and advise where savings could be made and what reliefs and exemptions are available.

Services include:

  • Will review and advice
  • Inheritance tax review and planning
  • Advice regarding available reliefs and exemptions

Tax Consultancy

Specialist taxation advice for Accountants and Legal Professionals. Benefiting your practice and clients. Please contact me for details of what I can offer.

Probate work

Services include:

  • Completion of forms PAP1 and all inheritance tax forms
  • Calculation of inheritance tax due
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