Business Details
21 Years
experience
Chartered Tax Advisers in Bangor
Established over 20 years ago, Joseph Lawrence is a family-run firm of Chartered Tax Advisers and accountants based in Bangor, North Wales. Our team combines over 90 years of collective experience in delivering tailored financial solutions for businesses and individuals across Anglesey, Gwynedd, and Conwy. Accredited by The Chartered Institute of Taxation (CIOT) and the Association of Taxation Technicians, we prioritise professional excellence while maintaining a friendly, approachable service.With bilingual Welsh and English-speaking staff, we specialise in tax planning, compliance, and advisory services, leveraging modern cloud accounting tools like Xero and Sage. Our philosophy centres on building long-term client relationships through transparent communication and a deep understanding of individual business contexts, ensuring clients receive actionable advice aligned with their goals.
Services
Personal Tax
Business Tax
VAT Returns
Inheritance Tax Planning
Cloud Accounting
Details
- Year established: 2005
Highlights and features
- Over 90 years combined experience in tax and accountancy services
- Accredited Chartered Tax Advisers with CIOT and ATT memberships
- Bilingual Welsh and English-speaking professional team
- Personalised service tailored to individual business contexts
- Proven success in HMRC dispute resolution and tax planning
Associations and certifications
- The Chartered Institute of Taxation
- Association of Taxation Technicians
What people say
Professional and friendly team
Expert tax advice
Personalised service
Proven track record
Bilingual support
Services
Personal Tax
We provide comprehensive personal tax services including Self Assessment returns, capital gains tax planning, and inheritance tax mitigation. Our team helps individuals navigate complex UK tax regulations while identifying legitimate savings opportunities. With expertise in HMRC disclosures and nudge letter responses, we ensure compliance while minimising liabilities for private clients.
Business Tax
Our business tax solutions cover corporation tax compliance, VAT returns, and strategic tax planning for SMEs. We assist companies with tax-efficient structuring, R&D tax credits, and payroll compliance. With sector-specific knowledge across construction, healthcare, and professional services, we deliver tailored advice to optimise financial performance while maintaining regulatory compliance.
Inheritance Tax Planning
Specialising in inheritance tax mitigation, we help clients preserve wealth through strategic gifting, trust structures, and business property relief. Our advisers assess estate valuations, implement tax-efficient wills, and navigate complex domicile rules. We provide ongoing guidance to ensure succession plans adapt to changing legislation and personal circumstances.
Cloud Accounting
We implement cloud accounting solutions using Xero, Sage, and QuickBooks to streamline financial management. Our certified advisers configure systems for real-time reporting, automate tax submissions, and provide training. This digital approach enhances accuracy while freeing business owners to focus on core operations through improved financial visibility.
Tax Investigations
Our specialists handle HMRC enquiries and tax investigations with proven success in resolving disputes. We represent clients in disclosure campaigns, penalty negotiations, and voluntary disclosures. With deep knowledge of tax code nuances, we achieve favourable outcomes through early intervention strategies and comprehensive documentation preparation.
People
Anthony Joseph Summers
Chartered Tax Adviser
With over 30 years' experience, Anthony specialises in tax planning for individuals and owner-managed businesses. A Xero Certified Adviser, he excels in resolving HMRC disputes and implementing cloud accounting systems. His expertise spans business life cycle taxation and strategic tax mitigation.
Peter Lawrence Summers
Tax Consultant
A Fellow of the Association of Taxation Technicians, Peter provides strategic tax advice to businesses of all sizes. With expertise in succession planning and corporate tax, he combines technical proficiency with practical business strategy to deliver tailored solutions for growing enterprises.
Christopher Thomas
Practice Manager
As Practice Manager, Chris oversees business clients across diverse sectors including construction and healthcare. Qualified with ATT accreditation, he specialises in personal tax for directors and professional service providers, combining compliance with strategic financial planning.
Questions
What accounting software do you support?
We specialise in Xero, Sage, and QuickBooks cloud accounting platforms, providing implementation, training, and ongoing support to streamline financial management for businesses.
How do you assist with HMRC disputes?
Our Chartered Tax Advisers handle HMRC investigations, nudge letters, and disclosure campaigns with proven success in resolving disputes while minimising tax liabilities and penalties.
Do you offer bilingual services?
Yes, our team includes Welsh and English-speaking professionals to accommodate clients' language preferences across North Wales.
What business sectors do you specialise in?
We serve construction, healthcare, professional services, and owner-managed businesses, offering sector-specific tax planning and compliance solutions tailored to industry requirements.
How can you help with inheritance tax planning?
We implement tax-efficient wills, trust structures, and business property relief strategies to preserve wealth across generations while ensuring compliance with evolving inheritance tax regulations.
What are your office hours?
Our Bangor office is open Monday-Thursday 8:30am-4:30pm and Friday 8:30am-4:00pm for consultations and client meetings.
