Business Details
25 Years
experience
Your Trusted Chartered Accountants in North Wales
Joseph Lawrence is a family-run firm of Chartered Tax Advisers with over 20 years of experience serving clients in Anglesey, Gwynedd, and Conwy. Established in 2001, our practice combines a deep understanding of UK taxation with a commitment to delivering personalized, professional services to businesses and individuals. Our team holds prestigious accreditations from the Chartered Institute of Taxation (CIOT) and the Association of Taxation Technicians (ATT), ensuring adherence to the highest industry standards. We pride ourselves on our approachable nature, bilingual Welsh-English support, and ability to simplify complex financial matters through modern technology and tailored advice.With over 90 years of combined experience, we focus on building long-term relationships while providing actionable insights that help clients navigate tax planning, compliance, and business growth challenges. Our office in Parc Menai, Bangor, offers convenient access and free parking, complementing our dedication to accessibility and client satisfaction.
Services
Tax Planning
Self Assessment
Corporate Tax
VAT Returns
Inheritance Tax Advice
Cloud Accounting
Business Start-Up Support
Tax Investigations
Will Writing
Capital Gains Tax
Details
- Year established: 2001
Highlights and features
- Chartered Tax Advisers with CIOT accreditation
- Over 90 years combined professional experience
- Bilingual Welsh-English staff available
- Specialists in North Wales business taxation
- Xero and Sage certified accounting software experts
Associations and certifications
- Chartered Institute of Taxation
- Association of Taxation Technicians
What people say
Proactive guidance
Tax expertise
Bilingual support
Long-term relationships
Business growth support
Services
Tax Planning
Our Chartered Tax Advisers develop customized strategies to minimize tax liabilities while ensuring compliance. We specialize in inheritance tax mitigation, capital gains optimization, and business tax planning for North Wales clients. With CIOT accreditation, we provide forward-looking solutions that align with changing legislation and personal circumstances.
Corporate Tax
We handle corporation tax compliance and strategic planning for owner-managed businesses. Our services include tax return preparation, HMRC liaison, and advisory on tax-efficient business structures. With sector-specific expertise in construction, healthcare, and professional services, we ensure optimal tax positioning.
VAT Returns
Our team ensures accurate and timely VAT return submissions while identifying legitimate savings opportunities. We advise on VAT schemes, partial exemption calculations, and cross-border transactions. Cloud accounting integration streamlines the process for businesses of all sizes.
Inheritance Tax Advice
We provide tailored strategies to reduce inheritance tax exposure through trusts, lifetime gifts, and business property relief. Our approach considers domicile status, asset structuring, and lifetime planning to preserve wealth for future generations.
Cloud Accounting
We implement Xero and Sage solutions to modernize financial management. Our certified advisors offer software selection, setup, and ongoing support to improve financial visibility and decision-making for businesses transitioning to digital platforms.
People
Anthony Joseph Summers
Chartered Tax Adviser
With over 30 years' experience, Anthony specializes in tax planning for owner-managed businesses. Xero certified with expertise in business life cycle taxation and HMRC dispute resolution. Holds CTA and ATT Fellow qualifications.
Peter Lawrence Summers
Tax Specialist
Fellow ATT member since 1985, Peter focuses on corporate tax strategy and succession planning. Advises on complex tax matters including IHT and capital gains, combining technical expertise with business growth insights.
Christopher Thomas
Practice Manager
ATT-qualified manager with 20+ years' experience supporting business clients across sectors. Specializes in accounts preparation, tax compliance, and Welsh language client services. Leads day-to-day client relationship management.
Questions
Are you qualified Chartered Tax Advisers?
Yes, we are members of the Chartered Institute of Taxation and hold Chartered Tax Adviser Practicemark status.
Do you support Welsh-speaking clients?
Yes, our team includes Welsh-speaking professionals to accommodate local language preferences.
Can you help with HMRC tax investigations?
Our specialists have extensive experience resolving tax inquiries and disclosures with HMRC.
What accounting software do you support?
We are certified in Xero, Sage, and QuickBooks with expertise in cloud accounting solutions.
How do you handle business succession planning?
We provide comprehensive IHT planning and business transition strategies tailored to your circumstances.
Can I switch accountants easily?
Yes, we'll guide you through the transition process with no tax implications or service interruptions.
