Financial Services

Our risk-based audit approach focuses on understanding our clients, recognising their business issues and identifying the impact that they may have on the financial statements. Coupled with our sector experience, we can determine the critical audit areas and devise specific testing based on our thorough understanding of each client's structure, organisation and business risks.

Our outsourcing team have a flexible approach and we can adapt our involvement depending on each client's needs. We are able to offer a full outsourcing service where we would take full ownership of the bookkeeping and management accounts preparation.

Alternatively, we can be involved with the data input, bank reconciliations or a high level management accounts review to alleviate the pressure on a client's finance team and we’re happy to tailor a solution which fits with each type of business.

Our tax approach is built on insight and efficiency. We work closely with you to understand your business, reduce disruption, and deliver strategies that improve compliance and optimise tax outcomes.

Combining technical expertise with sector knowledge, we provide clear, practical advice on UK and international tax matters. From accurate tax computations and disclosures to planning for future efficiency, our focus is on solutions that add value to our clients. We also advise on specialist areas such as capital allowances, share schemes, and transfer pricing, ensuring you benefit from available reliefs and remain compliant.

Managing employment tax effectively is critical for compliance and avoiding costly errors. We work with you to meet HMRC obligations while supporting your internal processes and employee arrangements.

Our team provides clear, practical advice on PAYE, benefits, expenses, and employment status, helping you navigate complex regulations with confidence. We also assist with policy reviews, termination payments, wage compliance, and HMRC reviews, ensuring your business stays compliant and efficient.

Managing personal tax and wealth can feel complex—but we make it simple. Whether you’re based in the UK, relocating, buying or selling assets, or planning for succession, our team provides clear, practical advice tailored to your circumstances.

We offer specialist support in areas such as inheritance tax, trusts, partnerships, and tax planning across multiple jurisdictions, helping you protect your wealth and plan confidently for the future

In a sector where regulatory change, cross-border operations, and tax reporting complexity are part of everyday life, My Tax Partner gives you a senior tax resource embedded with your team, without the cost of hiring a full-time specialist.

Whether you're navigating new Pillar Two / BEPS rules, managing VAT on complex financial services, structuring incentive schemes for traders or portfolio managers, or anticipating evolving HMRC scrutiny, we help you prioritise what matters.

With deep sector insight, we spot reliefs, optimisations, and risks you might not see internally, delivering a steady, strategic approach to tax that helps you manage risk and plan with confidence.

Ensure your offshore fund remains compliant and attractive to UK investors with our end-to-end RFS support.

UK Reporting Fund Status allows qualifying offshore funds to provide UK investors with capital gains tax treatment on disposal, rather than less favourable income tax treatment. To achieve this status, funds must register with HMRC and meet annual reporting requirements, including the calculation and publication of Excess Reportable Income (ERI).

• Eligibility Assessment: Review of fund structure, strategy and share-class requirements.

• HMRC Application: Preparation and submission of the RFS registration.

• Annual Reporting: ERI calculations, investor disclosures and HMRC submissions.

• Ongoing Compliance: Ensuring ongoing alignment with HMRC requirements, coordinating annual deliverables with administrators, and managing routine updates to maintain RFS status.

Share option schemes participation schemes and, if required, liaising with legal experts to design the most appropriate scheme to incentivise employees.

An EMI scheme is a highly tax efficient scheme which we have a wealth of experience in advising, putting in place and providing a full service. We would need to understand further details around the option scheme including the number of individuals in the scheme, performance criteria, vesting period etc.

We provide robust audit and risk assurance services. Our specialists will help you make informed decisions by providing independent and objective assurance on your governance, risk management and control environment. Beyond peace of mind, we’ll help you assess performance in different areas of your organisation and so identify operational efficiencies.

Pragmatic advice on key transactions and support for your operations:

• Sale/purchase advisory and structuring

• IPOs

• Financial Modelling

• M&A Due diligence

• Group rationalisation

We have several experts that provide specialist advice on raising finance via the EIS, Seed Enterprise Investment Scheme (SEIS) and Venture Capital Trusts (VCTs). In cases in which any of these have already been exhausted, we would still advocate that advice is sought from one of our tax specialists to discuss other available options.

For existing investors, our services also include advice on how the company can maintain its qualifying EIS status and obtaining assurance from HMRC in the event that there are any changes to the company’s activities.