Business owners

We understand the challenges you face and the aspirations you have for your business. We’re passionate about helping you and your business succeed. We will:

  • Remove the burden and stress of tax compliance

  • Work proactively to help your business thrive

  • Act as an invaluable and independent sounding-board

Learn more about how we help business owners succeed.

Learn more


We know that as an entrepreneur your mindset is different to that of many other people. We’ll be your trusted partner working hard to help you succeed. We will:

  • Give you space to innovate by taking care of tax compliance

  • Work hard to maximise your income and minimise taxes

  • Provide a trusted sounding board for your ideas and innovations

Learn more about how we help entrepreneurs create and thrive.

Learn more


Many individuals have complex affairs and taxation arrangements. Unless action is taken that complexity can lead to stress, misunderstandings and higher tax bills. We will:

  • Work hard to understand your circumstances

  • Advise you proactively on the steps you can take to minimise tax

  • Remove the administrative burden of complying with tax legislation

Learn more about how we help individuals with their tax affairs.

Learn more

Meet our clients

“Rachael has dealt with our company’s EIS applications efficiently and successfully, helping us secure important funding. She has also advised on how to best monetise our technology IP in a compliant way. I value Rachael’s pro-active and friendly approach, which includes supporting me with personal tax affairs and communication with HMRC“.

Mark Howells

Konnektis Communications

“A highly professional and knowledgeable practitioner, Rachael’s bespoke advice around tax-efficient structuring, tailored to my complex business interests, was very well conceived and allowed both flexibility and future-proofing for further commercial expansion”

Glynne Benge

Cambria Group

“We have known Carl for around 10 years and in that time have built some great client relationships. We trust Carl implicitly and regularly advocate his services to anyone needing specialist tax advice. The clients that work with Carl have remained loyal and followed him wherever he has worked which speaks volumes for the value, impact and influence that he brings.”

Richard Ellis

Director at Ellis Davies Financial Planning Ltd

Ready to talk?

If you’re ready to talk about how accountancy and tax planning can be different, we’d love to hear from you.

Let’s Talk