Business Details
Your Trusted Chartered Accountants in Gloucester
We are a well-established team of Chartered Accountants in Gloucestershire with over three decades of combined experience. Our firm operates from offices in Gloucester, Lydney, and Cheltenham, serving clients ranging from sole traders to multi-million-pound corporations. We differentiate ourselves by combining technical expertise with a deep understanding of clients' personal and business objectives, offering proactive advisory services to support long-term growth.Our team maintains memberships with professional bodies like the Professional Contractors Group and holds audit registration with the Institute of Chartered Accountants in England and Wales. We prioritise transparency in all dealings, providing tailored solutions for tax planning, probate, wealth management, and business strategy while adhering to strict regulatory standards.
Services
Accounting Services
Auditing Services
Bookkeeping
Business Planning
Payroll Services
Probate
Taxation Services
Wealth Management
Highlights and features
- We offer proactive tax planning services to legally minimise liabilities
- Our team holds audit registration with ICAEW for statutory compliance
- We provide integrated probate and wealth management solutions
- We combine accounting expertise with strategic business consultancy
- We maintain membership with the Professional Contractors Group
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
Integral in ensuring correct structure
Could not be happier
Efficient and available
Supported business growth
Expert probate assistance
Services
Accounting Services
We prepare annual accounts and management reports for businesses of all sizes, from sole traders to corporations. Our services include cash flow analysis, profit forecasting, and due diligence for business acquisitions. We ensure compliance with HMRC requirements while identifying tax efficiency opportunities during routine account preparation.
Auditing Services
We conduct statutory and internal audits for businesses exceeding audit thresholds, charities, and subsidiaries of foreign companies. Our ICAEW-registered audit team ensures compliance with International Accounting Standards, providing efficiency recommendations and attending stock takes as required during audit processes.
Probate Services
We handle probate applications and estate administration, including inheritance tax calculations and asset distribution. Our fixed-fee options start from 960, with full-service hourly rates available. We assist executors with grant applications, liability settlements, and final estate distributions, typically completing cases within 6-9 months.
Taxation Services
We provide comprehensive tax planning for individuals and businesses, covering income tax, capital gains tax, and inheritance tax. Our services include self-assessment returns, corporation tax filings, and IR35 compliance for contractors. We proactively identify legitimate tax reduction opportunities while ensuring timely regulatory compliance.
Wealth Management
Through our affiliated firm GM Wealth Management, we offer bespoke financial planning services including pension strategies, investment management, and inheritance tax mitigation. Our Chartered Financial Planners create tailored solutions for individuals and businesses, focusing on long-term wealth preservation and growth.
People
Steve Humphries
Partner
Experienced Chartered Accountant with specialist expertise in audit services and corporate finance. Leads probate services team and manages complex estate administrations.
Chris Bourne
Partner
Senior probate specialist with ICAEW accreditation. Provides expert guidance on inheritance tax calculations and estate administration processes.
Greg Lewis
Partner
Audit and probate specialist with extensive experience in statutory compliance and estate management for high-value clients.
Questions
What accounting services do you offer?
We provide year-end accounts, management accounts, cash flow analysis, and due diligence services for businesses of all sizes.
Are you qualified to perform audits?
Yes, we are registered with ICAEW to conduct statutory audits for businesses exceeding audit thresholds and voluntary audits.
What probate services are available?
We offer fixed-fee probate applications starting at £960 and full estate administration services with transparent hourly rates.
Do you handle tax investigations?
Yes, we assist clients facing HMRC investigations and offer fee protection insurance to cover investigation-related costs.
Can you help with cloud accounting?
We support digital transition for MTD compliance using QuickBooks, Xero, Sage and KashFlow accounting software solutions.
