Business Details
50 Years
experience
Trusted Accountancy Services in Leicester & Loughborough
Newby Castleman has been a trusted name in accountancy and business advisory since 1976, offering tailored solutions to businesses and individuals nationwide. Our partner-led approach ensures clients receive expert guidance in audit, tax compliance, payroll, and strategic financial planning. With offices in Leicester and Loughborough, our team of chartered accountants combines deep industry knowledge with a commitment to delivering value-driven services. We prioritise long-term client relationships, evidenced by multi-generational partnerships with many businesses.Our expertise extends to specialist sectors including charities, cloud accounting, and HMRC dispute resolution. By blending technical excellence with proactive advice, we help clients navigate complex financial landscapes and achieve sustainable growth. Our regulatory accreditation by the Institute of Chartered Accountants in England and Wales underscores our adherence to the highest professional standards.
Services
Audit & Accounting
Business Tax
Cloud Accounting
Payroll Services
Private Client Tax
VAT Advisory
Trusts & Estates
Charity Accounting
HMRC Enquiries
Wealth Management
Details
- Year established: 1976
Highlights and features
- We offer 50+ years of combined partner experience in accountancy and tax advisory
- Our partner-led approach ensures direct access to senior experts for all clients
- Specialist teams in charity accounting, cloud solutions, and HMRC dispute resolution
- Regulated by the Institute of Chartered Accountants in England and Wales for audit work
- Proven track record supporting business growth through strategic financial planning
Associations and certifications
- Institute of Chartered Accountants in England and Wales (ICAEW)
What people say
Efficient, punctual service
Excellent financial advice
Personal touch maintained
Instrumental in business growth
Trusted advisors for decades
Services
Audit & Accounting
We transform statutory audits into strategic business tools by combining compliance with performance analysis. Our team delivers tailored accounting solutions for limited companies, partnerships, and sole traders while identifying operational improvements. Clients benefit from enhanced financial reporting that strengthens stakeholder confidence and supports future growth through detailed system reviews and implementation support.
Business Tax
Our specialists provide comprehensive tax planning to optimise business structures and transactions. Services include R&D tax credits, international planning, and succession strategies. We help clients navigate complex legislation while minimising liabilities through proactive advisory, ensuring compliance with evolving regulations and maximising available reliefs for sustainable business development.
Cloud Accounting
We implement leading cloud solutions from Sage, Xero, and QuickBooks with seamless integration for real-time financial management. Our support includes system migration, ongoing advisory, and MTD compliance. Businesses gain 24/7 data access, automated processes, and collaborative accounting features that improve efficiency and decision-making capabilities through modern digital platforms.
Payroll Services
Our fully managed payroll service handles complex calculations, pension auto-enrolment, and statutory reporting for businesses of all sizes. Accredited specialists ensure compliance with real-time information requirements while providing bespoke reporting solutions. Clients benefit from time savings, reduced administrative burdens, and expert support for both routine and complex payroll matters.
Charity Accounting
Specialist audit and tax advisory services for charities, CIOs, and community interest companies. We ensure compliance with SORP and charity law while providing strategic financial guidance. Our team supports governance, tax efficiency, and reporting requirements, combining sector-specific expertise with practical solutions to help charitable organisations achieve their missions and maintain financial sustainability.
People
Caroline Walpole
Partner
Chartered accountant with 20+ years' experience in business advisory. Specialises in strategic financial planning and corporate tax optimisation for mid-sized enterprises across diverse sectors.
Richard Buckby
Partner
Audit and assurance specialist with extensive experience in statutory compliance. Focuses on delivering value-added audit services while maintaining strict adherence to regulatory standards for corporate clients.
John Griffin
Partner
Tax expert with particular expertise in HMRC dispute resolution. Advises businesses on compliance strategies and represents clients during tax investigations with a focus on minimising liabilities.
Shilpa Shah-Dave
Partner
Chartered accountant specialising in personal tax planning and wealth management. Provides strategic advice on inheritance tax, trusts, and cross-border tax compliance for high-net-worth individuals.
Jacquelyn Kimber
Partner
Charity sector specialist with deep knowledge of SORP compliance. Advises charitable organisations on financial governance, tax efficiency, and strategic growth planning across the Midlands region.
Questions
What accountancy services do you offer?
We provide audit, tax compliance, payroll, cloud accounting, trusts & estates, and business advisory services tailored to commercial and charitable organisations nationwide.
How do you support business growth?
Through strategic tax planning, operational reviews, and financial forecasting. Our partner-led approach identifies efficiency opportunities and structures businesses for sustainable expansion.
Do you work with charities?
Yes, we're specialist charity accountants offering audit, tax compliance, and governance advisory services to unincorporated charities, CIOs, and community interest companies.
Can you assist with HMRC disputes?
Our tax enquiry service includes representation during HMRC investigations, with insurance-backed protection against professional fees up to £100,000.
What areas do you cover?
Based in Leicester and Loughborough, we serve clients nationwide with particular expertise in supporting Midlands-based businesses and organisations.
Do you offer cloud accounting solutions?
Yes, we implement and support cloud platforms from Sage, Xero, and QuickBooks, ensuring MTD compliance and real-time financial management capabilities.
