Business Details
Trusted Tax Consultant and Accountant in Hereford
With over three decades of expertise in taxation and accountancy, I provide comprehensive solutions for personal and business financial matters. My practice specialises in income tax, capital gains tax, and inheritance tax planning, alongside compliance services for limited companies, partnerships, and sole traders. I offer strategic tax advice to legal and accounting firms lacking in-house specialists, with particular focus on trusts and estate planning. My services include preparation of annual accounts, electronic filing with HMRC and Companies House, and tailored guidance for profit extraction from limited companies. I assist clients with retirement planning, non-resident tax structuring, and Business Asset Disposal Relief optimisation.For trusts and estates, I provide creation advice, taxation analysis, and lifetime wealth planning strategies. My consultancy extends to probate work, including inheritance tax calculations and Will reviews. I combine technical proficiency with practical solutions to reduce tax liabilities while ensuring regulatory compliance. My experience spans both individual and corporate clients, delivering clarity in increasingly complex tax environments. I maintain professional standards through continuous engagement with evolving tax legislation and industry best practices.
Services
Tax Compliance
Estate Planning
Trust Advice
Corporate Tax Returns
Inheritance Tax Mitigation
Will Reviews
Capital Gains Tax Planning
Probate Work
Business Asset Relief
Non-Resident Tax Structuring
Highlights and features
- 30+ years of specialist tax and accountancy experience
- Tailored solutions for complex personal and corporate tax matters
- Expertise in trusts, estates, and inheritance tax planning
- Direct support for accountants and solicitors' firms
- Comprehensive compliance services with HMRC and Companies House
Services
Tax Compliance
We prepare and submit personal and corporate tax returns with HMRC, including electronic filings for limited companies. Our service ensures accurate reporting of income, capital gains, and corporation tax. We handle compliance requirements for sole traders, partnerships, and corporate entities while maintaining adherence to current tax legislation.
Estate Planning
Our estate planning service analyses inheritance tax liabilities and implements strategies to reduce taxable estate values. We advise on Will structures, Deeds of Variation, and available exemptions. The service protects family assets through legal tax-efficient arrangements while considering long-term wealth distribution objectives.
Trust Advice
We specialise in creating family trusts for wealth protection and tax optimisation. Our service covers trust taxation, lifetime planning, and integration with Will provisions. We provide ongoing management advice for existing trusts, including compliance with income tax, capital gains tax, and inheritance tax requirements.
Corporate Tax Returns
We prepare comprehensive corporate tax returns and annual accounts for limited companies. Our service includes profit extraction strategies, corporation tax calculations, and electronic submissions to HMRC and Companies House. We ensure compliance with accounting standards and tax regulations for businesses of all sizes.
Inheritance Tax Mitigation
We identify tax savings through available reliefs and exemptions, including Business Asset Disposal Relief. Our service analyses estate composition to implement effective mitigation strategies. We provide ongoing advice to adapt plans according to legislative changes and personal circumstances.
People
Jerry Cowdery
Specialist Tax Consultant
With over 30 years' experience, Jerry specialises in tax planning and compliance for individuals and businesses. He provides expert advice on inheritance tax, trusts, and corporate tax matters. His consultancy supports both private clients and professional firms seeking specialist tax input.
Questions
What tax services do you offer for individuals?
We provide income tax planning, capital gains tax advice, inheritance tax mitigation, and retirement structuring tailored to personal circumstances.
Can you assist with corporate tax compliance?
Yes, we prepare annual accounts, corporate tax returns, and handle HMRC/Companies House filings for limited companies.
Do you work with other accountants and solicitors?
Yes, we offer specialist tax consultancy to professional firms requiring expert input on inheritance tax and trust matters.
What estate planning services are available?
We review Wills, calculate inheritance tax liabilities, and advise on reliefs/exemptions to reduce estate values.
How do you handle trust-related tax matters?
We provide trust creation advice, taxation analysis (income, capital gains, IHT), and lifetime wealth planning strategies.
What probate services do you offer?
We complete inheritance tax forms, calculate liabilities, and assist with probate documentation requirements.
