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R&D Tax Refunds – How One Business Claimed £74,975

For many growing businesses, cash flow can make or break the ability to invest in new projects. One of our clients discovered this firsthand. By leveraging our knowledge in R&D Tax, we helped them uncover significant refunds they didn’t even realise were possible. The company was planning to expand but urgently needed extra working capital. […]

CIS Refunds – How One Contractor Claimed £20,000 Back

When you work in the construction industry, it’s easy to assume your tax is being handled correctly. Yet many contractors unknowingly miss out on significant refunds every year. One of our clients experienced this first-hand, and his story shows just how valuable the right support can be. From the moment we reviewed his records, we […]

How Professional Bookkeeping Saved £10,000 Per Year

If you’ve ever felt that something “just isn’t adding up” in your finances, you’re not alone. One of our clients came to us feeling exactly the same way. He relied on his bookkeeper to keep things running smoothly, yet his accounts always seemed to be in chaos. Right from the start, we could see that […]

VAT Reclaim Missed – How One Client Lost £30,000

Turning a beautiful country mansion into a dream wedding venue sounds like a storybook success, and that’s exactly what one of our clients achieved. They invested heavily in refurbishments to create the perfect space for weekend celebrations. However, in the midst of all the excitement, they missed a significant VAT reclaim — over £30,000 — […]

How Smart Tax Planning Helped a Small Business Save Over £400 a Month

Case Study: How Smart Tax Planning Helped a Small Business Achieve Tax Savings   Reviewing Business Structures for Maximum Tax Savings Earlier this year, in March, we carried out detailed tax planning for our clients. With the April tax changes coming into effect, it was the perfect opportunity to review business structures and ensure clients […]

Partner Buy Out Tax Planning Saves Client £16,000 in Tax

Case Study: Partner Buy Out Tax Planning Saves £16,000 When it comes to business ownership changes, partner buy out tax planning can make a huge difference. One of our clients experienced this first-hand when he bought his business partner out. The transaction left him with a significant overdrawn directors’ loan balance, which carried a 32.5% […]

Self-Employed Builder Wins £26,816 Tax Refund with Expert Help

Case Study: Self-Employed Builder Overcomes HMRC Tax Challenge A self-employed builder came to us after experiencing difficulties with HMRC. Although he had always prepared and submitted his own VAT and Self-Assessment Tax returns, his 2015 return was flagged for review. In January 2017, HMRC questioned his claims for depreciation and bad debt relief, which created […]