At Oaktree, we service the accountancy, bookkeeping and taxation needs of individuals, families, businesses and enterprises across Hampshire and the surrounding counties. We feel it is important for you to be able to entrust all of your financial requirements to one firm, so we have developed a comprehensive range of services to meet all of your needs. Please read on for more detail on the areas in which you have a particular interest – and if there is anything we do not mention here, please feel free to call us today to discuss that specific need.

Auto Enrolment

Auto Enrolment is a scary subject for many employers. The obligations are multi-faceted and the deadlines are coming thick and fast. You already know that Auto Enrolment (AE), also known as Workplace Pensions, is a government initiative which comes with a number of mandatory obligations for employers. You may already have explored the details and identified the deadlines by which your company will need to take action.

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Bookkeeping & Accountancy

Everybody needs to undertake bookkeeping and accountancy, but no two businesses or individuals are the same. You may be a limited company, a partnership or a sole trader; you may have investments but little pension, or property but little income. Whatever your situation, your financial service requirements will be specific to you, your current needs and your future ambitions.

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Business Start-up

Setting up your business is a challenging time - there is so much to do simultaneously. It makes good business sense to outsource as many of the tasks that are outside your core skillset as you can. From an accountancy and taxation viewpoint, it is certainly wise to seek professional help to make sure that you are heading in the right direction, that you are structured correctly for your needs, and that you are fulfilling legal requirements, without breaking the bank.

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Company Secretarial

What does a Company Secretary do? If you are asking that question, then you probably need our services to make sure that you are compliant! In fact, the Company Secretary is a senior position, responsible for the efficient administration of the company, ensuring its compliance with statutory and regulatory requirements, and making sure that the decisions of the board of directors are implemented.

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Corporate Tax & Planning

Corporation Tax is a major part of your business costs – and a major part of your financial administrative burden. The government likes to be sure that it is getting all of the money to which it is entitled! But this does not mean that you cannot take advantage of the opportunities to save tax when they arise. But it is complicated and you do need expert guidance.

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Landlord Tax

The 2015 summer budget reduced the amount of tax relief available for interest on buy-to-let mortgages from April 2017. With the financial parameters for buy-to-let landlords seemingly changing almost monthly, and with so much at stake for many landlords, it is vital to keep up to date with the latest legislation and tax laws, and to seek expert, professional advice.

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Licensed Trade Services

The Licensed Trade is subject to particular issues and laws that do not pertain to any other walk of life. In recognition of this speciality - and because we have personal experience in the sector, we decided from the outset to make the Licensed Trade one of our specialisations. We can offer a complete package to cover bookkeeping, stocktaking and management accounts, as well as such trade-specific issues as wastage analysis and Machine Games Duty (MGD).

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Whatever the size or sector of your organisation, you need to have an effective payroll system in place in order to keep your staff happy! Holiday, sick leave, maternity and paternity leave, income tax, NI, pension contributions, bonuses all must be calculated accurately to ensure employee contentment and minimised administration.

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Personal Tax Planning

Tax is getting more and more complex. Moves to merge income tax and National Insurance Contributions, or to simplify inheritance tax and capital gains tax, have all been floated and then shelved. The complexity remains. In order to ensure that you do not pay any more tax than you need to, whilst still paying what you should and therby remaining compliant, you need professional advice.

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Self Assessment

775,000 taxpayers received £100 penalties in the first year of the Self Assessment regime, because they did not submit their returns on time. Some 400,000 incurred further fines because their returns were still outstanding 6 months later. HMRC is certainly serious about insisting on timely and correct Self Assessment returns. But the complexity of the tax system means that there is in-built difficulty in fulfilling this.

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VAT is one of the most complex and baffling schemes imposed on businesses by government. Many businesses inadvertently overpay – bad news because it can be difficult or impossible to get the money back – or underpay – also bad news because of the fines that HMRC may impose, and the complex adjustment that need to be made in subsequent returns.

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Why not get in touch and see how we can help?

It’s free, it’s confidential and it’s completely without obligation. Simply send us a message or request a call-back and we will be delighted to contact you at the earliest opportunity to discuss your potential needs and share our experience.