SECTOR
Maxwells has a dedicated private client tax capability for high net-worth individuals.
The firm's probate service — licensed by the ICAEW since October 2015 — is particularly relevant for high net-worth estates. Debbie Villis BA FCA CTA leads the probate service alongside Jon Shorney BA FCA, and the team's in-depth knowledge of clients' tax affairs and assets means the estate administration process is handled efficiently and compassionately.
RELATED SERVICES
Preparation and interpretation of management accounts, annual accounts for limited companies (for shareholders and Companies…
Read more about accounting & bookkeepingThe firm's approach to auditing is based on a thorough understanding of our clients' businesses.
Read moreStrategic planning support to help businesses plan ahead. Assistance with developing long-term plans, financial aspects…
Read moreHelp for new businesses including deciding on the most suitable structure (sole trader, partnership or limited company)…
Read moreCompany formations, provision of a registered office, preparation and filing of statutory returns, preparation of minutes and…
Read moreFee protection insurance via Markel covering professional fees arising from HMRC investigations, enquiries or disputes. Covers…
Read moreBusiness funding solutions via partnership with Capitalise platform, providing access to over 100 mainstream and independent…
Read moreAssistance with evaluating, selecting, planning and installing IT systems. Advice on upgrading and expanding existing systems…
Read morePreparation of management accounts or help setting up internal systems to generate management information. Interpretation…
Read moreComprehensive and confidential payroll service for businesses with 1 to 300 staff. Includes purpose-designed forms, gross pay…
Read moreLicensed by ICAEW to carry out non-contentious Probate in England and Wales since 1 October 2015. Services include working with…
Read moreFull compliance service for Self-Assessment Tax returns and other HMRC forms. Tax Department largely staffed by former Inland…
Read moreNo fee for a first conversation — either of our offices.