Business Details
Your Trusted Tax Consultant in Hereford
With over 30 years of expertise in taxation and accountancy, I provide comprehensive tax planning and compliance solutions for individuals and businesses. My services encompass income tax, capital gains tax, and inheritance tax advisory, alongside accounts preparation for sole traders, partnerships, and limited companies. I specialise in trust and estate planning, offering tailored strategies to reduce tax liabilities and protect family assets. My consultancy supports other accountants and legal professionals requiring specialist tax guidance. I deliver electronic filing services for HMRC and Companies House submissions, ensuring regulatory compliance.My practice focuses on profit extraction strategies, retirement planning, and non-resident tax structuring. I provide probate assistance, including inheritance tax calculations and form completions. My extensive experience enables me to address complex tax scenarios while maintaining a client-centric approach. I prioritise transparency and practical solutions to simplify tax obligations. My services combine technical expertise with personalised advice to optimise financial outcomes for clients.
Services
Tax Compliance
Estate Planning
Trust Advisory
Corporate Tax
Inheritance Tax
Probate Services
Capital Gains Tax
Accounts Preparation
Tax Consultancy
Will Review
Highlights and features
- We offer 30+ years of specialist tax and accountancy expertise
- Our practice provides tailored trust and estate planning strategies
- We support professional firms with specialist tax consultancy services
- We deliver comprehensive compliance solutions for HMRC and Companies House
- Our approach combines technical excellence with personalised client support
Services
Tax Compliance
We prepare and file personal, partnership, and corporate tax returns with HMRC. Our services include electronic submissions to Companies House for annual accounts. We ensure compliance with current tax regulations while identifying potential tax savings for individuals and businesses.
Estate Planning
Specialist advice on reducing inheritance tax liabilities through strategic estate planning. We review wills, advise on available reliefs and exemptions, and complete all necessary probate forms including inheritance tax calculations and PAP1 submissions.
Trust Advisory
Expert guidance on establishing and managing family trusts for wealth protection and tax efficiency. We provide comprehensive advice on trust taxation, lifetime planning, and integration with wills to optimise asset preservation.
Corporate Tax
Full corporate tax compliance and planning services for limited companies. Includes accounts preparation, profit extraction strategies, and advisory on business asset disposal relief to maximise tax efficiency for company directors.
Tax Consultancy
Specialist tax advisory services for accountants and legal professionals. We provide expert guidance on complex tax matters including trust structures, inheritance tax planning, and compliance requirements for professional practices.
People
Jerry Cowdery
Tax Consultant
With over 30 years' experience in tax and accountancy, Jerry specialises in providing strategic tax planning solutions for individuals and businesses. He offers expert advice on inheritance tax, trust structures, and corporate tax compliance.
Questions
What tax services do you offer for individuals?
We provide personal tax returns, capital gains tax planning, inheritance tax advice, and retirement planning strategies tailored to individual circumstances.
Do you handle corporate tax compliance?
Yes, we prepare limited company accounts, corporate tax returns, and provide profit extraction strategies to optimise tax efficiency for business owners.
Can you assist with trust and estate planning?
We specialise in creating family trusts, advising on estate planning, and reducing inheritance tax liabilities through strategic wealth preservation techniques.
Do you work with other professionals?
Yes, we provide specialist tax consultancy services to accountants and legal firms requiring expert guidance on complex tax matters and compliance issues.
What probate services are available?
We complete inheritance tax forms, calculate liabilities, and assist with PAP1 submissions to facilitate smooth probate processes for executors.
How do you ensure tax compliance?
We handle electronic filings with HMRC and Companies House, maintain up-to-date regulatory knowledge, and implement systems to ensure timely compliance for all clients.
