About us. A fresh approach to business

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2 About us HWB is a large independent firm of Chartered Accountants offering the depth of resource and specialist skills of a national practice. But as an independent, we also genuinely understand the challenges our clients face - and the value of quality, proactive business advice. Our aim is to get close to you, dedicating an HWB director to become an objective and trusted member of your team. This close working relationship brings an understanding of your business and, importantly, what you want it to deliver. We then work with you to achieve both your short and long-term objectives - improve profitability, grow the business, secure finance, reduce tax liability or work towards your exit. Our services are always tailored to respond directly to these objectives and include: accounting audit business strategy and planning company secretarial corporate finance expense control IT consultancy outsourcing payroll specialist tax advice. Our team works across the board with every type of organisation, from the entrepreneurial start-up to the major corporate and every size and sector in-between. We have particularly strong expertise in relation to: owner-managed businesses recruitment Independent Financial Advisers (IFAs) healthcare education freight forwarding solicitors architect and design property management.

3 Audit, accountancy and company secretarial Audit and accountancy We provide the full range of audit and accountancy services to take the strain out of your financial management: auditing annual accounts preparation management accounts VAT return preparation benchmarking. We believe these processes are key to help identify areas for improvement and to make your business more efficient and effective. By investing resources in these services you will be investing in the future success of your business. Company secretarial Compliance with The Companies Act is time consuming and increasingly complex, yet failure can lead to penalties and sometimes prosecution of directors. We provide proactive company secretarial services, delivering peace of mind on regulatory compliance as well as ensuring important deadlines are always met. Our services include: company formations preparation and filing of statutory returns preparation of all documentation maintaining of statutory records registered office facilities.

4 Specialist tax advice Our tax team can assess your business and personal tax position and give you the tax planning advice to ensure your affairs are structured in the most tax-efficient way. In addition to this we provide tax planning and advisory services and work with you to minimise corporation tax liabilities and plan for the future. Corporation Tax Income tax remuneration planning EMI Schemes EIS Schemes Inheritance Tax planning Capital Gains Tax planning personal tax PAYE/NIC VAT. Personal tax planning We will work closely with you to understand your financial affairs and your personal goals before advising on: trusts landed estates retirement Capital Gains Tax planning Inheritance Tax. Corporation Tax We offer a complete service to deal with ongoing and annual Corporation Tax matters including: preparation of the tax provision for the financial statements Corporation Tax computations and returns dealing with correspondence from HMRC advising on amounts and timing of payments Financial and pension planning We have established a strategic alliance with a firm of Independent Financial Advisers who are authorised and regulated by the FCA. Personal financial and pension planning matters will be referred to them to help you preserve and enhance your wealth.

5 Corporate finance Whether you are looking at growth in your own market sector or wanting to groom your business for a sale, we can help you reach your long-term strategic goals. Our transaction sizes typically range from 1m to 25m with concentration on ownermanaged businesses in the mid-corporate sector. The lead advisory and transaction support services that we provide include: advising on management buy-outs/buy-ins acquisitions and company disposals assistance with tax planning deal structuring lending reviews financial due diligence assignments business plans and forecasts. In addition we have built strong relationships in the marketplace with banks, venture capitalists, private equity investors and solicitors, which means we are ideally placed to meet all of our clients corporate finance needs.

6 Business strategy and planning Our business strategy and planning services include: planning for the future value improvement improving efficiency exit and succession planning. Planning for the future We work closely with you to formulate a clear and definite business strategy for long-term business success. Once the value has been established we then explore the areas which need to be improved and address these with you in a series of workshops. This information is then converted into an action plan with deadlines and responsibilities. Improving efficiency and reducing waste Research has shown that many businesses can reduce their costs by as much as 20% yet do not invest the time to identify how these savings can be made. Knowing exactly where your business is now and where you want it to be in the future is all in the planning. With our commercial acumen and accountancy skills we will help you improve your profitability and efficiency, assess risks and ultimately achieve your business goals. Our specialist workshops, led by one of our trained facilitators, will enable you to clarify the vision for the future of your business and help you formulate a detailed action plan of how this can be achieved. Improving the value of your business First and foremost we are business people. We know and understand how to run and develop a business. We have devised an evaluation and action process that is easy to understand and will lead to a clear plan of how to increase the value of your business. Our efficiency improvement process will enable you to tackle the waste issue head on, make savings on costs and deliver straight to your bottom line. Working hand in hand with one of our trained facilitators we will identify areas of your business where savings can be made without reducing the performance of the business. Exit and succession planning The sale of your business is likely to be one of the most important transactions you will ever make and will take quality advice and planning to realise the best value. At HWB, we have many years experience of dealing with sales and transfers and can help you groom your business to achieve the best possible price.

7 Payroll & HR Payroll An accurate and deadline-led payroll function is critical to any business. Outsourcing this critical function could be an efficient, safe and cost-effective option if you do not have the resources to deliver a comprehensive service. Human Resources Our team of HR specialists are fully qualified members of the Chartered Institute of Personnel and Development (CIPD) with extensive expertise gained from personal experiences across a wide range of industries. What are the benefits to you? negates the need for in-house payroll personnel a saving on the cost of in-house system maintenance reduced administration and paperwork removes any absence management issues instant access to our team of payroll professionals for technical advice assistance in dealing with HMRC enquires Our Payroll Solution delivers: payroll processed accurately and on time statutory payments calculation pension scheme deductions and administration post payroll reporting on hand payroll professionals to answer any payroll related queries monthly PAYE/NIC liability notification BACS payment preparation RTI compliant submissions flexible service to fit with your business completely confidential. We can offer you a service to meet your specific needs, leaving you time to concentrate on running your business. What are the benefits to you? valuable internal resources can be freed up experienced and effective change management immediate access to expertise and advice you are always up to date with the latest legislation Ours services range from in-house training to supplying on-site personnel on a regular or project basis. This enables you to flex our service to suit your business. We tailor our services to meet your needs.

8 IT services and solutions In an increasingly competitive business environment and with the ever-changing technological landscape, efficient IT systems and quality of financial data are key drivers for businesses. We are able to offer you high quality, independent and impartial advice to make your business more cost-effective, less time-consuming and more flexible. We can provide IT and accounting solutions including: a virtual IT Manager to negate the need for in-house expertise consultancy for independent and objective advice a range of support services flexible to meet your needs and budget a hosted dashboard allowing you to run your software applications and access your files from any PC, thin client or mobile device with an internet connection online accounting and tax solutions backup and security solutions SMS solutions. Accountancy software support We have a team of highly trained staff with experience of advising on a range of accountancy software. We are an Intuit ProAdvisor, Xero Partner and a Sage Accountant Partner. This enables us to provide advice on a range of Sage products including: Sage 50 Accounts Sage Payroll Financial Forecasting Quickbooks. We can support you with training, advice and cover whenever the need may arise to ensure the accounting function will always run smoothly regardless of staff changes and absences.

9 Fee protection insurance HMRC has the power to inspect business premises and has established a penalty structure based on subjective reasonable care clauses. It also uses the more efficient aspect enquiry to enable inspectors to target a greater number of taxpayers than before in order to identify non-compliant tax returns. HMRC s approach has the potential to result in lengthy investigations which can be complicated and require our involvement. The consequences and penalties associated with HMRC enquiries can be hard-hitting. We believe that the peace of mind that comes from our fee protection insurance is important and strongly recommend it to all of our clients. Having the insurance in place means we can focus our time and effort entirely on your investigation and you don t have to worry about our fees. What does our fee protection scheme offer? The equivalent of up to 100,000 of professional costs per incident resulting from HMRC investigations or disputes for both Full and Aspect enquiries, Interventions, pre-review meetings, disputes, VAT/NIC/ Employer Compliance reviews and Business Record Checks, as well as any written HMRC enquiries outside of normal statutory compliance tax returns. The security of knowing that we can dedicate all the time and resources we need to represent you and you won t have to worry about our fees. The knowledge that you are dealing with your own accountants rather than a stranger who doesn t know you or your affairs. Peace of mind. Our scheme has been set up for us by Taxwise Services Ltd, part of the Peninsula Business Services group, with over 30 years experience. Access to the Taxwise and Peninsula Business Services Health & Safety, Employment Law and Business Law Helplines for all clients. The Taxwise Helplines The Taxwise Helplines are the most comprehensive telephone advice lines available in the UK. Fully staffed by Taxwise and PBS professional advisors and experts, the helplines provide access to clients of all types and sizes in the following areas of concern: Employment Law and Personnel HR issues such as employment regulations, contracts, disciplinary and dismissal procedures Health & Safety advice and assistance in ensuring a better quality working and living environment Commercial legal issues, including contract law, tort, civil litigation, criminal law and procedure, family law, intellectual property, consumer law, probate matters, commercial and company law, landlord and tenancy disputes, consumer protection and licensing, copyright and patents. Hopper Williams and Bell Limited (HWB) is not authorised under the Financial and Services and Markets Act 2000 but, in certain circumstances, we are able to offer a limited range of investment services because we are ICAEW members. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

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