Charities

Charities and not-for-profit organisations are having to operate in a world that is becoming ever more regulated and commercially minded.

We have established an expertise and experience in this field which includes the following services:

• Year end auditing and independent examination.
• Compliance with the Charities Act and SORP, the Companies Act and other legislation, where applicable.
• Taxation advice in respect of corporation tax and VAT as well as all aspects of tax planning.
• Advice on Gift Aid and deeds of covenant.
• The formation of limited companies in respect of trading activities.

Areas of our expertise include:

• Charities
• Trade associations
• Friendly and industrial and provident societies
• Credit unions

For further information please contact Simon Young.

Owner Managed Businesses

Owner managed businesses form the life-blood of the UK economy.  We understand the culture of these types of businesses and the interaction between the “owner” and the “manager” and the conflicts and nuances this brings.  We genuinely understand the needs of the owner and what you are looking for in your accountants.  Let us meet with you and prove we can help.

Medical

Over a period of more than 30 years, Milton Avis LLP has built up a large portfolio of medical clients covering a wide range of specialisations within the profession.

There have been many sweeping changes to the way the National Health Service is organised including fund holding with other areas such as budgeting and forecasting now taking up more of medical practitioners’ time.

In recent years, HM Revenue & Customs has made a conscious decision to look more closely into the tax affairs of members of the medical profession with full scale investigations on the increase and, we have had a most successful record on behalf of our clients in dealing with these.

It is therefore more important than ever that practitioners receive the proper advice and support in all aspects of their affairs including professional representation in any negotiations with HM Revenue & Customs.

In over 30 years of acting for medical clients, we have developed a very high level of expertise in dealing with all aspects of accounting, taxation and general financial advice including consideration of the appropriate business structure such as a sole trader, limited company, partnership or limited liability partnership.

For further information please contact Simon Young.

Property

The structuring of property transactions is the key.  Whether it is companies, joint ventures, LLPs, LPs, on or off-shore depends on many factors, especially one’s original intention.

It takes a true specialist to understand how finance, tax and accounting sits with real estate transactions.  Come to talk through transactions with Stephen Sampson and we will demonstrate a genuine understanding of your business and structure it appropriately.