Our Services

First class client service

Every client is unique and deserves a unique service. Our philosophy is to put our clients first - to understand their situation and provide a first class service tailored to their specific needs.

Because we establish a one-to-one relationship with each client we are able to offer timely, individual advice on how to improve your business or personal finances.

As leading edge accountants we have developed the traditional bookkeeping, auditing, and accounting services into innovative client-focused services that provide not only all the reliable background support you would expect from a professional firm but also forward-thinking advice on how to improve your situation.

We have also developed a new range of services to meet the needs of modern businesses, including a comprehensive business advisory service.

Whether you need help with growing your business or advice on optimising your personal or family finances, we are here to help you get the best results. See below for the full list of services we offer:

Harper Broom
CHARTERED ACCOUNTANTS

HB DOBBIN FINANCIAL PLANNING LIMITED
INDEPENDENT FINANCIAL ADVISERS

(Regulated by the Financial Services Authority)

TEL: 01628 785000
www.harperbroom.com

TEL: 01628 785050
www.hbdobbin.com

If you would like further information on any of the subjects below, please tick the appropriate boxes and submit this form or contact direct:

Richard Bott on 01628 785005 (rbott@harperbroom.com) or Mark Sanders on 01628 785011 (msanders@harperbroom.com)

Business Advice and Financial Planning

	Business start up and structure. Preparation of business plans. Cash flow forecasts
	Tax efficient remuneration for employees and directors. Dividend policy for director-shareholders and shareholders
	Provision of employee benefits, for example:
		Disability benefits, death in service cover Company cars, private healthcare Establishing a company pension scheme for groups and/or individual executives
	Payroll services. Monthly or weekly processing of payrolls and advice including all statutory returns including benefits
	Risk management
		Keyman protection Share Protection Partnership protection
	Management accounts and business health check
	Inter - Company comparison. Compare your company performance with industry standards. Identify strengths, weaknesses, opportunities and threats
	Pension schemes
		Review of company pension scheme Corporate finance through the company pension scheme
	Information Technology
		Research and advice on software, hardware and networking Technical support and advice on disaster recovery systems
	Corporation tax planning including opportunities deriving from the 0% corporation tax rate and 100% deduction on certain capital expenditure
	VAT
		Opportunities for reducing compliance costs including the 'flat rate' scheme Cash flow benefits of cash accounting
	Inland Revenue investigations and enquiries under self assessment
	Share and company valuations
	Tax efficient extraction of funds from your business on retirement

Tax and Personal Financial Planning

	A review of your financial position including a summary of existing protection, retirement and investment plans
	Protecting your lifestyle and family
	Retirement Planning and maximising income in retirement
	Utilisation of Annual 'Tax-Free' Savings Plans
	Obtaining 'Tax-Free' income from invested capital
	Tax efficient extraction of funds from your business on retirement
	Income tax and capital gains tax planning including deferral reliefs such as EIS & VCTs
	Inheritance tax & Trusts
		including the opportunity to save up to £100,000 in tax on the death of the surviving spouse use of lifetime inheritance tax exemptions and trusts
	Inland Revenue investigations and enquiries under self assessment

Personal & Business Compliance

	Preparation and audit where necessary of statutory and non statutory accounts for:
		Companies Unincorporated and incorporated charity accounts Pension schemes accounts and contributions Partnerships and sole traders Trusts and estates
	Self assessment tax returns
		Corporation tax returns Personal Trusts and estates Charities and charitable trusts
	Company Secretarial and VAT returns
	Maintaining capital gains tax history and providing gain computations

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Our Services

First class client service

Harper Broom CHARTERED ACCOUNTANTS

HB DOBBIN FINANCIAL PLANNING LIMITED INDEPENDENT FINANCIAL ADVISERS

Harper Broom
CHARTERED ACCOUNTANTS

HB DOBBIN FINANCIAL PLANNING LIMITED
INDEPENDENT FINANCIAL ADVISERS