Business Details
Your Trusted Accountants in Sutton Coldfield
We are an established, friendly firm of Accountants and Tax Advisers based in Sutton Coldfield, West Midlands. Our core values centre on offering a welcoming, professional service and ongoing support to our valued clients. With expertise in personal and business taxation, inheritance tax planning, probate services, and Making Tax Digital compliance, we prioritise client needs through plain English communication and tailored solutions. Our team combines decades of experience with a commitment to staying ahead of legislative changes, ensuring tax-efficient strategies for individuals and businesses.We specialise in demystifying complex tax matters, providing fixed-fee transparency, and delivering stress-free support during tax investigations or probate processes. Our cloud bookkeeping services and partnerships with HMRC-approved software providers reflect our dedication to modern, efficient accounting practices.
Services
Personal Taxation
Business Taxation
Inheritance Tax Planning
Tax Investigations Support
Probate Services
Cloud Bookkeeping
Making Tax Digital
Capital Gains Tax
Corporate Tax Planning
Highlights and features
- We offer 30+ years of combined tax advisory experience
- Our team holds HMRC-approved digital accounting software expertise
- We provide fixed-fee transparency with no hidden charges
- Our probate specialists are authorised by the Institute of Chartered Accountants in England and Wales
- We guarantee plain English explanations without technical jargon
What people say
Caring and efficient probate service
Professional tax guidance
Excellent communication
Cost-effective solutions
Stress-free support
Services
Personal Taxation
We specialise in personal tax advisory services, handling self-assessment returns, capital gains tax, and overseas tax issues. Our expertise ensures compliance while minimising liabilities through legitimate reliefs and allowances. Clients benefit from annual tax position reviews and proactive planning for changing circumstances.
Probate Services
As authorised probate practitioners, we manage estate administration including will execution, tax calculations, and asset distribution. Our accountancy expertise reduces processing time by 40% compared to traditional providers, with transparent fixed-fee structures for estates of all complexities.
Tax Investigations
We provide comprehensive support during HMRC investigations, including document preparation, penalty negotiations, and payment plans. Our fee protection service covers professional costs incurred during defence, ensuring clients aren't pressured into concessions due to financial constraints.
Inheritance Tax
Our tax planning covers will optimisation, trust structures, and business succession strategies. We specialise in agricultural property relief, business property relief, and lifetime gifting strategies to reduce inheritance tax exposure while maintaining asset control.
Cloud Bookkeeping
We implement HMRC-compliant cloud accounting systems using QuickBooks Online with 50% discounted setup. Services include real-time financial tracking, automated VAT submissions, and GDPR-compliant data management, ensuring full Making Tax Digital compliance for businesses of all sizes.
People
Helen Lillis
Director
Helen Lillis is a qualified chartered accountant with over 25 years' experience in tax advisory and probate services. She specialises in complex inheritance tax planning and has successfully completed over 300 probate cases since 2016.
Gill Smith
Senior Accountant
Gill brings 18 years of corporate tax expertise, focusing on SME clients across manufacturing and professional services sectors. She manages the firm's business tax compliance and R&D tax credit claims.
Karen White
Probate Specialist
Karen has handled over 15m in estate valuations, specialising in complex property portfolios and cross-border inheritances. She leads the firm's probate administration team with particular expertise in agricultural property relief.
Questions
What accounting services do you offer for small businesses?
We provide business tax returns, corporation tax planning, payroll services, and cloud bookkeeping with HMRC-approved software integration.
How can you assist with inheritance tax planning?
Our specialists offer will reviews, trust planning, and asset protection strategies to minimise inheritance tax liabilities while ensuring compliance with current legislation.
Do you handle probate cases outside Sutton Coldfield?
While based in Sutton Coldfield, we accept probate cases across the West Midlands and provide remote support for clients nationwide.
What makes your tax investigation support unique?
We offer fee protection plans and direct HMRC negotiation, combining technical expertise with financial safeguards during tax investigations.
How do you implement Making Tax Digital requirements?
We use QuickBooks Online with 50% discounted setup and provide full training to ensure seamless HMRC-compliant digital accounting transitions.
