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Services to other professionals

As a 50+ strong firm we are large enough to have areas of specialism, without the cost base of a larger firm. We have therefore developed a niche of acting as specialist advisor to other professionals.

As expert accountants in Sutton we often receive instructions from:

  • Other accountants
  • Solicitors
  • Trust & estate practitioners
  • Financial advisors and wealth managers

We understand that where another professional introduces their client to us they are trusting us – both with their reputation & to not make direct approaches to their client. Our agreements with introducers cover this point.

We can act on a disclosed or non disclosed basis.

Areas where we often assist other professionals include:

  • Inheritance Tax & Estate Planning
  • Trusts
  • Complex, ad-hoc, or unusual tax enquiries
  • Code of Practice 9 (COP9) Tax Investigations
  • Recovery & restructuring
  • Solvent liquidations & reconstructions
  • Business valuations for divorce/matrimonial matters

Please call Dean Clark or Robert Coyle for a confidential discussion of your needs.






Making Tax Digital





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Code of Practice 9





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