Business Details
50+ Years
experience
Your Trusted Chartered Accountants in Dorking, Surrey
Established in 1928, Bullimores Chartered Accountants Chartered Accountants has served clients from Dorking, Surrey since 1975. Our firm combines the expertise of four partners with over 150 years of collective experience and a team of 25 professionals, delivering tailored financial, tax, and business strategy solutions. We prioritise long-term client relationships, assigning each client a dedicated relationship manager led by a partner to align advice with their personal and business ambitions.Our services span tax planning, probate administration, business restructuring, and audit assurance, underpinned by a commitment to ethical practices and technical excellence. We invest in continuous staff training and sustainable operations, including solar-powered offices with electric vehicle charging points. Our strategic partnerships with local professionals ensure comprehensive support for clients navigating complex financial landscapes.
Services
Tax Planning
Financial Advice
Business Strategy
Probate Services
Audit & Assurance
Inheritance Tax Planning
Corporate Restructuring
Payroll Management
Details
- Year established: 1928
Highlights and features
- We have over 150 years of combined partner experience in accountancy and tax planning
- Our dedicated client relationship managers ensure personalised service delivery
- We guarantee tax-efficient solutions compliant with current legislation
- We offer licensed non-contentious probate services unavailable at most firms
- Our solar-powered offices demonstrate environmental responsibility
Associations and certifications
- Institute of Chartered Accountants in England & Wales
Services
Tax Planning
Our tax planning services optimise financial outcomes through legitimate strategies that reduce tax liabilities. We specialise in inheritance tax mitigation, capital gains tax management, and investment relief schemes for individuals and businesses. With regular legislative updates and partner-led advice, we ensure clients pay no more tax than legally required while maintaining full compliance with HMRC regulations.
Probate Services
As one of few licensed accountancy firms offering probate services, we handle estate administration with expertise. Our team manages asset collection, tax filings, and distribution processes, charging by time rather than percentage-based fees. We provide executor support and trust management, combining legal compliance with compassionate guidance during difficult times.
Business Strategy
We develop tailored business strategies focusing on sustainable growth and tax-efficient profit extraction. Services include succession planning, restructuring advice, and shareholder agreements. Our approach aligns financial systems with long-term objectives, helping businesses improve efficiency through strategic reorganisation or outsourcing of financial operations.
Audit & Assurance
Registered with the ICAEW, we provide statutory audits and assurance reports for companies and regulated organisations. Our services cover FCA-registered entities, charities, and pension schemes. We maintain audit quality through continuous staff training and technical updates, with public registration details available via the Audit Register UK.
Financial Advice
Our financial advice services encompass retirement planning, asset optimisation, and cross-border tax considerations. We review clients' financial positions to create tailored strategies that maximise wealth preservation. Specialised services include domicile status planning, matrimonial financial assessments, and pension provision optimisation.
People
Nick Boot
Partner
Chartered accountant specialising in business strategy and audit services with 25+ years' experience in corporate finance and regulatory compliance.
Pat Casey
Partner
Business advisory expert focusing on profit extraction strategies and corporate restructuring, with extensive experience in owner-managed businesses.
Carolyn Scott
Partner
Tax specialist advising high-net-worth individuals on inheritance tax planning and probate administration, licensed to handle non-contentious probate matters.
Sue Edwards
Partner
Charity sector specialist providing audit and compliance services to not-for-profit organisations, with particular expertise in school and housing association accounts.
Charlotte Duncan
Manager
Tax compliance specialist managing personal tax returns and capital gains tax planning for individuals and property investors.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, VAT returns, payroll management, and financial reporting tailored to small businesses through our dedicated Small Accounts Department.
Can you assist with international tax matters?
Yes, we advise on residence and domicile status, cross-border tax implications, and repatriation planning for individuals and businesses operating internationally.
Do you provide probate services for complex estates?
As licensed practitioners, we handle probate administration including asset valuation, tax filings, and estate distribution with transparent time-based charging.
How do you ensure tax efficiency for business owners?
We implement profit extraction strategies, business restructuring options, and shareholder agreement planning to maximise tax efficiency for business owners.
What audit services do you provide?
We conduct statutory audits for limited companies and specialist audits for regulated sectors including charities, pension schemes, and FCA-registered organisations.
Can you help with charity accounting requirements?
Yes, we offer tailored accounting, tax compliance, and audit services for charities of all sizes, including independent examinations and grant compliance reporting.
