Tax, Accountancy & Business Advisory

Starting up

We take the time to understand you, your business and where you want to get to. We identify potential pitfalls and risks from the outset, challenging your assumptions to ensure you have a robust business model.

Working in tandem with our corporate solicitors, we set the company up correctly from the outset taking into consideration the purpose, funding requirements and strategy, tax, SEIS/EIS and potential future shareholders.

Naturally we provide advice on the right accounting system and softwares for the business depending on the industry you are in, company size, where you trade and internal and external reporting requirements.

We work with fast growth start-ups, creative and ambitious SME’s, family and property investment and companies.

Our expertise

  • Tax efficient company formations
  • SEIS / EIS
  • Accounting systems
  • Fundraising strategy

Growing

We are extremely proud of our small business unit - the engine of Z group. The focus here is getting our clients financially fit, working on the business and beating budgets.

Our team of experienced tax and bookkeeping specialists fully understand the challenges you face and how lonely it can be to go through the many trials of running a small business alone. Getting the right help can be a daunting prospect, we make it as easy as possible to find the right advice and provide a complete outsourced finance function tailored to your business requirements.

Discussing the consistently produced, timely management information that is presented in a format that works for you, monitoring the right KPI’s and holding you accountable for making decisions is how we do this.

As your dedicated small business account firm, we will provide a wide range of specialist accounting, tax, bookkeeping and business advisory services to provide you with peace of mind knowing that you are fully compliant and on track.

Our expertise

  • Outsourced finance function
  • Management information
  • FD / CFO
  • Operational review
  • EMI
  • R&D tax credits
  • Statutory accounts

Outsourced finance function

An efficient finance function is imperative in optimising growth, boosting profitability and improving decision making. Our outsourced finance function becomes an extension of your organisation, adding significant value to your operations. To discuss the specific needs and requirements of your small business with one of our specialist accounting consultants, please get in touch.

EMI

This is a 'one-stop service' - we cover all the legal and tax/valuation requirements. All of the scheme agreement legal documentation you will need - scheme rules, option certificates, board minutes, letters to employees. Your company share valuation carried out and agreed with HMRC. Advice and in-depth discussion with our specialist on how to best structure your scheme. Finally start issuing share options to your employees.

Management information

Preparation of full monthly or quarterly management accounts with supporting commentary and board call to enable informed decision making, cash flow management, performance tracking, strategic planning, budgeting and expense control.

R&D tax credits

We are specialists in Research and Development Tax Credit Claims with deep sector experience in design, fintech, architecture, software and food technology.

FD / CFO

Our high calibre team will take a seat at strategy meetings, oversee an efficient and robust finance function and play a critical role in the growth of the company.

Our FD’s will typically meet with their client monthly or at least quarterly to assess the financial position of the business, review performance against budget, revise forecasts where necessary, offer growth advice and help to keep the business on track through informed decision making.

Statutory accounts

Our accounting compliance and tax experts are focused on saving you tax wherever possible and ensuring everything that needs to be filed is done so on time, accurately, and showing the right amount of information that is required by law to protect you and your business. We advise on which KPIs to monitor so that you can make informed business decisions.

We pride ourselves on not just completing the work but also taking the time to make sure that you understand what each document means and what they are for. Our specialist accounting compliance and reporting team will break down the jargon surrounding accounts and tax to provide clarity and insight into your financial statements. Our no-nonsense approach to accounting compliance and reporting has enabled us to successfully help many businesses save thousands of pounds of tax over the years.

Operational review

Review and audit of existing processes to ensure efficiency.

Exit planning

When the time comes to start planning an exit, Z group are perfectly positioned, and have a comprehensive range of competencies, to offer a full M&A advisory service to our clients.

Our expertise

  • Business / Share valuations
  • Tax advisory / Structuring
  • Financial / Tax due diligence
  • Share-for-share exchange
  • Share buybacks VAL
  • Shareholder dispute resolution
  • Corporate restructuring
  • M&A advisory
  • Commercial strategy

Tax, Legal, financial support for mergers, acquisitions and disposals

If you are considering acquiring or exiting a business, our multi-disciplinary team of chartered accountants, HR advisors, solicitors and tax specialists combine real experience of having successfully acquired, integrated and disposed of businesses to support you every step of the way, maintaining momentum and consistency during complex and transformational transactions. We understand the importance of streamlining the process to reduce the stress and uncertainty.

We have considerable experience advising on mergers, acquisitions and disposals of companies and businesses across a broad range of sectors. We can advise on ownership structuring, tax considerations and transaction due diligence, as well as providing all the legal, financial and business support that you will need on either the sell-side or buy-side of the deal. We also provide a compliant solution for transferring employees during business sales.

How we work

Firstly, we’ll invite you for a no-obligation consultation to discuss what it is you’re looking for. Once we have fully understood your situation, we’ll explain how we might be able to help in a clear and simple manner.

Find out more about how our experts can assist in your business acquisition or disposal by scheduling a discovery call today.

Private client

Individuals have very different needs to businesses, both emotionally and practically. Our chartered accountants and solicitors provide a comprehensive offering, including income and capital gains tax (CGT) planning as well as inheritance tax (IHT) and succession planning, all tailored towards supporting our clients. We help our clients navigate not just the present, but the future.

We ensure our clients affairs are set up in the most tax efficient manner, from the correct structuring (e.g. a family investment company or owning assets in unequal shares) through to the most appropriate extraction route (e.g. dividends, different share classes, enhanced pension contributions).

We are also able to introduce you to independent financial advisers where the planning solutions involve regulated products or areas outside our expertise e.g., insuring against a future tax liability or investment management.

Our expertise

  • Estate planning
  • Inheritance tax planning
  • Self-assessment tax returns
  • Capital gains tax returns
  • Tax investigations/Enquiries
  • Residency and domicile advice and planning
  • Pension contribution and annual allowance planning
  • Investment structuring / Individual wealth planning

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