We offer a personal and bespoke tax planning service that places you at the heart of the decisions and solutions.

Steve
Finance Director

Please do get in contact for a free consultation to review your affairs.

  • Personal Tax Planning

  • Capital Gains Tax

  • Inheritance Tax Planning

  • Self-assessment checking

  • Foreign income

  • Enterprise Investment

  • Seed EIS

  • Venture Capital Trust

Our job is to help you plan ahead and conduct your personal and business affairs in a tax efficient and compliant way.

We'll help you understand your tax situation and advise you if we think there is an opportunity to save tax as part of our tax planning service.

We can help in a number of taxation areas, such as self assessments (tax returns), tax planning, estate planning, corporation tax planning and HMRC investigations.

We partner with a tax insurance company to make investigation and enquiries as pain free as possible.

Personal Tax Planning

We can help you plan and save Income Tax
by looking at your personal income
and expenses.

  • Tax returns

  • Savings

  • Payment on account

  • HMRC investigations

  • Property and asset sales and purchase decisions

  • Business Property relief and sale

  • Enterprise Investment Schemes (EIS) and Seed EIS

  • And much more

Capital Gains Tax

When disposing of assests such as Stocks, Shares, Property and other assests there are often Capital Gains Tax liabilities to taken into consideration. Calculating these gains is often complicated and time consuming. We offer a service that reviews your position, helping you to pay the correct level of tax if any.

Inheritance Tax Planning

As you and your loved ones get older there are some relatively quick and easy estate planning opportunities that you can consider now, tather than having a nasty surprise at a time in your life when you need that bad news the least.

We are family business and understand the sensitivity of planning for your family. We ofer a personal and bespoke service that places you at the heart of the decisions and solutions.

  • Planning how to deal with your estate (or an older relation)

  • Pay only the tax you need to

  • Help remove and nasty surprises and put your mind at ease

It has often been said that this is the only voluntary tax we pay in the UK and by planning ahead, knowing the best way to leave assests to your loved ones, then this can save significant amounts of tax.





Our fees

Simple self-assessment charges
  • £95 + vat simple return with salary, dividends, P11d and bank interest. Only open to clients where all income is known to as comes from their limited company. No questionnaire required
  • £110 + vat if we receive the details before 31st October
  • £250 + vat after 1st November
  • £350 - £500 + vat if received after 31st December
Discussing your return
  • If you require a brief discussion about your return then this is free of charge, if however, these discussions become more in-depth and detailed then we will need to charge a fee
  • If you would like to discuss the payment on account with a view to changing this based on your current level of income then the charge will be £100 + vat per hour.
Sole traders
  • accounts & standard self assessment ( including profit and loss account for inclusion in the self assessment) from £250 + vat if your information is provided by 31st October
  • £400 + vat after 1st November
  • from £500 + vat if received after 31st December
Additional charges
  • Property rental income and expenses £80 + vat per property
  • advice on the income and expenses to include in the property or sole trade accounts then £100 + vat per hour
  • checking all the individual transactions you have entered against your bank statements, invoices and receipts then our charge is £100 + vat per hour
  • Meeting to discuss your self assessment is £100 + vat per hour
  • Property or sole trader accounts on an accruals basis is £100 + vat per hour
More complex returns

£100 + vat per hour on top of the simple SA charges for calculating and checking:-

  • Foreign income
  • Capital Gains Tax
  • Inheritance Tax
  • Seed EIS
  • EIS or VCT
Tax return further iterations
If you would like us to produce a revised tax return as you have missed some income, expenses or other tax information then the charge will be from £50 + vat for each iteration. Obviously, in the unlikely event the iteration is required because of a Rodliffe error then there is no charge. 
Self-assessment checking service

If you would like us to check your return before you submit this yourself then our charges are:-

  • £50 + vat self assessment simple return
  • £100 + vat self assessment checking service in January, simple return
  • For more complex returns that contain income and expenses other than salary, dividends and bank interest our charges will be £100 + vat per hour



15 years in industry

Over 2000 clients advised and made happy

Over 2000 companies formed and taken care of

Over £150m turnover managed

 

Great service: friendly and professional. I definitely recommend Rodliffe to anyone to help with their business.

 
Sergei, small business owner
 
 

Cloud Accounting

Not yet in the cloud? Move to cloud accounting today!

We work with the leaders in cloud accounting to provide you with the best MTD-compliant solution, built to suit your needs. Our accountants are certified experts in the software we work with.

Working with something else? We can also assist clients get their accounting right with: ClearBooks or JustAccounts

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