Accounts and tax
Year end accounts, self assessment, VAT and payroll, with a named accountant who answers your emails.
- Self assessment
- Company accounts
- VAT
- Payroll
Accountants, solicitors and advisers in Bristol
Tax, legal and money advice for owners and families, in plain English.
One firm for your accounts, your contracts, your will and your pension. Tell us what is on your mind and a qualified adviser will tell you, in a first conversation, what we would do and what it would cost.
"A clear answer, and a fixed fee before any work starts."
How we work · Sample quote- Chartered accountants
- Solicitors
- Independent financial advisers
- Your regulator details here
Practice areas
Four disciplines, one conversation.
Most problems cross lines. A business sale is tax, contracts and a pension question at once, so the right people sit in the same meeting.
Business law
Shareholder agreements, commercial contracts, employment issues and buying or selling a company.
- Contracts
- Employment
- Company sales
Private client
Wills, lasting powers of attorney, probate and trusts, handled carefully and explained at each step.
- Wills
- Probate
- Powers of attorney
- Trusts
Financial planning
Pensions, retirement income and investment planning, set against your tax position rather than in isolation.
- Pensions
- Retirement
- Investments
Who we help
People with something important at stake.
Our clients rarely need a specialist for one thing. They need a steady adviser who knows the whole picture.
Business owners
Accounts, contracts and the tax on what you take out, in one relationship.
Founders and startups
Incorporation, share structures and first hires set up properly from day one.
Families
Wills, probate and passing on wealth, handled with patience and privacy.
People near retirement
Pensions, income and tax planned together so the numbers hold up.
Plain answers
Straight answers to the questions we hear most.
A short, direct answer first. Your own situation will add detail, which is what the free consultation is for.
What happens in a free consultation?
You speak with a qualified adviser for up to 30 minutes, in person or by video. You explain the situation, we ask the questions that matter, and we tell you plainly what we would do, who would do it and how the fee works. There is no obligation to instruct us afterwards.
Do I need an accountant or a solicitor?
If the question is about numbers, tax or filings, start with an accountant. If it is about rights, contracts, property or an estate, you need a solicitor. Many questions need both, such as selling a business or dealing with probate, which is why we keep both disciplines in one firm and one conversation.
How do your fees work?
For most work we agree a fixed fee in writing before we start, so you know the cost up front. Ongoing services such as accounts and payroll are a set monthly amount. Where a fixed fee is not possible, we give an estimate with a clear cap. Your price range here.
What should I bring to the first meeting?
Bring whatever explains the problem: recent accounts or tax returns, a letter you have received, a contract, or an existing will. It does not need to be complete or tidy. If you have nothing on paper yet, that is fine too, because the first job is simply to understand where you stand.
Client words
What working with us feels like.
Quotes below are samples to show the layout. Real client quotes appear only with written consent.
"We sold the company with the tax, the contracts and our pensions all looked at in one room. Nobody passed the buck."
"They explained probate in plain words and kept us told at every stage."
"Fixed fee, agreed first. No surprises on the invoice."
Key facts
The firm at a glance.
- Disciplines
- Accounts, law, financial planning
- Office
- Bristol, with video meetings anywhere
- First meeting
- Free, up to 30 minutes
- Fees
- Fixed fee agreed in writing first
- Regulation
- Your regulator numbers here
- Hours
- Your opening hours here
The team
Named people, not a call centre.
You will know who is doing your work and how to reach them directly.
Eleanor Ashdown
Senior partner, solicitor
Leads private client and business sales work.
Marcus Hale
Chartered accountant
Heads accounts and tax for owner managed firms.
Priya Nair
Financial planner
Pensions and retirement income planning.
Tom Okafor
Solicitor, employment
Contracts, disputes and staff handbooks.
How it works
From first call to a clear plan.
Tell us briefly
Use the form below with a line or two about what you need help with.
Free consultation
A conversation with the right adviser, in person or by video.
Fixed fee in writing
We set out the scope, the people and the fee before any work starts.
Work and updates
Your named adviser does the work and keeps you told at each stage.
Case notes and insights
Notes from the desk.
Short write ups of the kind of problems we solve. Details changed to protect clients.
Selling a family firm without a tax surprise
How planning the share sale and the pension contributions together changed what the owners kept.
Read the noteFive things executors wish they had known
From finding the will to closing the estate, the steps that take longest and why.
Read the noteSalary or dividends: the question to ask first
Why the right mix depends on your plans for the next three years, not just this one.
Read the noteFAQ
Before you book.
Is the first consultation really free?
Yes. The first conversation is free and carries no obligation. If you decide to go ahead, we agree the fee in writing before any work starts.
Can we meet by video?
Yes. Many clients meet us by video for the first conversation and come to the office only when documents need signing.
Do you work with clients outside the city?
Yes. Most of our work can be done remotely. Some legal matters depend on where you live, and we will say so in the first call.
Who will actually do my work?
A named, qualified adviser leads your matter from start to finish. You will have their direct email and phone number.
Is what I tell you confidential?
Yes. Everything you share is treated as confidential from the first message, whether or not you instruct us.
Free consultation
Tell us what is on your mind.
A few lines is enough. The right adviser will read it and contact you to arrange a time.
- Free first conversation, no obligation
- In person or by video
- Fixed fee agreed before any work
- Confidential from the first message
Thank you, we have your request.
Your message has gone to the adviser who covers this area. They will read it and contact you by the details you gave to arrange a time for your free consultation.
If anything changes in the meantime, just send another message.
Read our case notes