Services

Anderson Ballantine is a forward thinking firm who combine accountancy and taxation advice with general business advice.

Our core business services give essential support to businesses to help them succeed.

Our core business services include:-

We can give you advice at the different stages of business development

For all businesses

• Assistance with all financial management, administration and taxation matters
• Annual financial statements for companies, partnerships and sole proprietors
• Annual Income Tax returns for sole proprietors and partnerships and Corporation Tax returns for Limited Companies with detailed tax computations
• Preparation of VAT returns
• Advice on business payroll
• Preparation of Inland Revenue forms P11D in respect of employee expenses and benefits in kind
• Maintaining fixed asset registers
• Assistance with all company secretarial work
• Preparation of your company’s pension scheme accounts
• Pre year-end tax planning review and report
• Dealing with enquiries and investigations by H M Revenue & Customs

Start-up and establishment

• Help with choice of business format between Sole Trader, Partnership, Limited Partnership or Limited Company
• Use of an in-house start-up action checklist to advise on all aspects of the start-up and establishment of the business
• Advice on the preparation of a partnership agreement
• Incorporation of a Limited Company
• Advice on the preparation of a shareholders agreement
• Design and establishment of accounting systems including all training
• VAT registration and advice on VAT accounting
• Inland Revenue registration for Income Tax or Corporation Tax
• PAYE registration and selection of payroll provider or package
• Advise on all financial, accounting and taxation issues involved in running a business

Business Growth and Development

• Assisting with the preparation of a written business plan
• Assistance with obtaining bank or other financing
• Drawing up annual financial forecasts and budgets
• Annual planning sessions to assist with the establishment of goals for the coming year
• Preparation of half yearly, quarterly or monthly management accounts
• Assisting with the interpretation of management accounts and the formulation of action plans based on them
• Attendance in an advisory role at periodic management meetings
• Advising on the establishment of new or improved accounting and management systems
• Business diagnostic review to identify the strengths, weaknesses, opportunities and threats within all areas of the business
• Review of your managerial, accounting and administration systems and recommending improvements
• Business development advice designed to increase profits and business value through developing operating plans, improving processes and communication, training team members, problem solving and overall management development

Sale or Succession

Advice and assistance with planning for major changes such as the sale or merger of a business including:-

• Review of financial systems and documentation with proposals for improvements and assistance with implementing those changes
• Preparation of sale or merger documentation containing all relevant information for submission to potential purchasers or partners
• Business valuations
• Review of and advice on the taxation aspects of a proposed transaction
• Review of and input to the financial and taxation aspects of sale and purchase legal documentation
• Assistance with negotiations
• Development of a succession plan in the period leading up to retirement

As well as working with businesses we also work with the individuals who own and run them.

For Individuals

• Prepare personal Income Tax returns with all related schedules and computations
• Personal financial and taxation analysis and consultation, with advice on an improved financial and tax planning structure
• Investment review, including the scheduling of all your assets and advising on the optimum investment strategy
• Inheritance Tax and Capital Gains Tax review, linked to your investment review, to present an effective and affordable capital taxes plan
• Pension planning