Tax and Compliance

Building Value For Your Business

Making your business more profitable, more valuable, and realising its potential.  Achieving results through long term partnerships.  Providing services to meet your business and personal needs.

At Bird Luckin we believe every client is unique and deserves a unique service. Our philosophy is to put clients first – to understand their situation and provide a first class service tailored to their specific needs. Our fundamental purpose is to work with you to make your business more profitable, more valuable, and to reach its full potential. Our pro-active approach will help you:

  • Understand what accounts tell you about your business, its position and performance
  • Plan for your business future, focus on the right issues and release unexploited potential
  • Find effective solutions to the challenges you face in a dynamic business environment

We believe such achievements are only possible by building a long term partnership with you, our client. By investing in the best people, we can provide you with a range of services to meet your business and personal needs.  Whether you need help growing your business or advice on optimising your personal or family finances, we are here to help you get the best results. 

Contact Jenny Cook at our Chelmsford office on 01245 254241 or jennycook@bird-luckin.co.uk to find out how we can help you.

Audits

We can prepare accounts and perform audits for all types of business including sole traders, partnerships, and limited liability companies, in any sector of the economy.

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Accounts Preparation

How often do you speak to or see your accountants? Are they really interested in your well-being and that of your business?

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VAT

VAT can be the bane of everyone affected by it. The complex regime of regulations imposes a tremendous administrative burden on businesses.

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Tax Investigations

The current tough economy has resulted in many businesses being unable to continue trading. The knock-on effect impacts those businesses with whom they do business.

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Business Tax Compliance

The Companies Act requires companies to submit various documents within strict time limits.

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Business Tax planning

It is often said that, "Failing to plan is planning to fail."

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Self Assessment

The term “self-assessment” is proving to be one of the great misnomers of all time. Many taxpayers struggle to understand the complex tax returns and complete them correctly. In the first year of the regime alone, 775,000 taxpayers received £100 penalties for failing to submit their returns on time, and some 400,000 incurred further penalties because their returns were still outstanding six months later!

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Inheritance Tax (IHT)

Inheritance tax (IHT) - often referred to as 'death duties' - is a capital tax that is potentially payable when someone dies, but which may also be due on certain lifetime gifts above specific limits. It is charged on the net value of a person's estate, which is essentially the value of their assets less their liabilities, and can also be charged on gifts made during a person's lifetime.

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Personal Tax Planning

Maximising personal wealth requires a pro-active approach to taxation planning.
How tax is treated in a transaction can decide the success or failure of that transaction

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Capital Gains Tax (CGT)

If you are considering expanding your business through a merger or acquisition, we strongly recommend you seek appropriate professional advice and assistance to ensure your interests are best represented in any transaction.

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Retirement Strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.

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Remuneration Planning

We can conduct a full tax review of your business and determine the most efficient tax structure for you.

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Property Tax

Making a Will is one of the most fundamental aspects of estate planning, yet many people do not appreciate its importance.

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Trusts and Executorships

Trusts are extremely useful instruments for tax planning purposes.

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