Business Details
46 Years
experience
Your Trusted Chartered Accountants in Cheltenham
Established in 1980, Trio Accountancy Services has built a reputation as a trusted provider of comprehensive accountancy solutions in Cheltenham. Our team of experienced professionals, led by directors Mark Faherty, Marie Trigg, and Verena Worgan, brings decades of combined expertise in financial management, tax compliance, and business advisory services. We serve a diverse client base ranging from sole traders to multinational corporations, offering tailored support that adapts to evolving business needs. Our commitment to accuracy, efficiency, and personalized service has fostered long-standing relationships with clients across the UK and internationally. We specialize in transforming complex financial challenges into manageable solutions, ensuring businesses maintain compliance while optimizing growth opportunities.With dedicated departments for payroll, VAT, corporate tax, and estate planning, we act as strategic partners in our clients' success. Our approach combines technical excellence with a client-centric philosophy, reflected in our proactive advice and transparent communication. Having worked with organizations at every stage of development, from startups to established enterprises, we understand the unique pressures faced by modern businesses. Our continuous investment in professional development ensures our team remains at the forefront of industry changes, regulatory updates, and technological advancements. This dedication to excellence has made us a preferred choice for businesses seeking reliable financial stewardship in an ever-changing economic landscape.
Services
Business Accounting
VAT Returns
Payroll Services
Estate Planning
Corporate Tax
Company Secretarial
Self Assessment
Retirement Strategies
Details
- Year established: 1980
Highlights and features
- We offer 45 years of continuous accountancy expertise since 1980
- Our team includes specialists in international taxation and corporate compliance
- We provide end-to-end financial solutions from payroll to estate planning
- Our client retention rate demonstrates proven reliability and trustworthiness
- We combine technical excellence with personalized, approachable service
What people say
Attentive, informative and professional
Exceptionally nice people
Straightforward advice
Consistently reliable
Trusted partners
Services
Business Accounting
We provide comprehensive business accounting solutions tailored to companies of all sizes. Our services include annual accounts preparation, management reporting, and financial statement analysis. With expertise in handling sole traders, partnerships, and limited companies, we ensure accurate record-keeping and compliance with regulatory requirements. Our approach combines technical proficiency with strategic financial guidance to support business growth.
VAT Returns
Our VAT services ensure complete compliance with HMRC requirements while optimizing tax efficiency. We handle VAT registration, return preparation, and Making Tax Digital submissions. With specialized knowledge of VAT planning and reconciliation, we help businesses maintain accurate records and avoid penalties. Our proactive approach identifies potential savings while ensuring full adherence to current regulations.
Payroll Services
We offer complete payroll administration solutions that streamline employee payment processes. Our services cover RTI submissions, PAYE management, and auto-enrolment pension schemes. By handling day-to-day payroll operations and end-of-year returns, we help businesses focus on core activities while maintaining full compliance with employment tax regulations.
Estate Planning
Our estate planning specialists help clients optimize wealth transfer strategies while minimizing inheritance tax liabilities. We provide comprehensive will reviews, trust establishment, and lifetime transfer planning. With expertise in agricultural property relief and business asset transfers, we create tailored solutions that balance tax efficiency with long-term family financial security.
Corporate Tax
We manage corporation tax compliance and planning for businesses of all sizes. Our services include tax return preparation, HMRC dispute resolution, and strategic tax optimization. With industry-specific knowledge, we identify available reliefs and incentives to reduce tax burdens while maintaining full compliance with current legislation.
People
Mark Faherty
Director
Fellow of the Association of International Accountants with over 25 years' experience. Specializes in corporate tax and international financial compliance. Former PwC and HMRC professional bringing practical expertise to client solutions.
Marie Trigg
Director
AAT qualified accountant managing accounts production for diverse businesses. With 28 years' experience, she specializes in financial reporting and management accounts preparation for SMEs and large corporations across multiple sectors.
Verena Worgan
Accountant
Experienced in accounts and VAT preparation with 17 years' specialist knowledge. Provides timely compliance solutions for clients across various industries while maintaining strict accuracy standards in regulatory submissions.
Clare Baines
Bookkeeping Manager
Manages bookkeeping and VAT department operations since 2016. Builds strong client relationships through personalized service delivery while maintaining technical excellence in day-to-day financial transactions.
Questions
What accounting services do you offer for businesses?
We provide full accounting services including annual accounts preparation, management reporting, VAT compliance, payroll processing, and corporate tax returns for businesses of all sizes.
How can you help with tax planning?
Our tax specialists offer strategic planning for corporation tax, personal tax, and inheritance tax. We identify legitimate savings opportunities while ensuring full compliance with current regulations.
Do you support international businesses?
Yes, we have extensive experience working with overseas-based businesses and non-domiciled individuals, providing tailored compliance solutions that address cross-border financial requirements.
What company secretarial services are available?
We handle company formations, statutory filings, share transfers, and digital record-keeping. Our services ensure compliance with Companies House requirements and corporate governance standards.
How do you assist new businesses?
We support startups with business structure advice, cash flow projections, company formation, and tax planning to establish strong financial foundations for new ventures.
What are your qualifications?
Our team includes AAT, ATT, and AIA qualified professionals with combined experience spanning decades, covering all aspects of accountancy and tax compliance.
