Business Details
46 Years
experience
Expert Accountancy Services in Bridgwater
Established in 1980, we are a Chartered Certified Accountancy firm with deep roots in Bridgwater, Somerset. Our practice has evolved through strategic partnerships while maintaining a commitment to local businesses and international clients. We specialise in delivering tailored financial solutions through a proactive approach that combines technical expertise with personal service. Our team of experienced professionals provides comprehensive accountancy, tax, and business advisory services, ensuring compliance while optimising financial outcomes. With over four decades of experience, we have built a reputation for reliability, integrity, and client-focused service delivery.Our expertise extends to probate administration, will writing, and fee protection insurance, addressing both business and personal financial needs. We prioritise clear communication, timely execution, and innovative strategies to reduce financial burdens and maximise wealth. Our long-standing relationships with local organisations enhance our ability to provide context-specific advice. We maintain rigorous professional standards through continuous development and adherence to regulatory requirements. Our clients benefit from dedicated partner oversight and a service model that balances efficiency with personalised attention.
Services
Accountancy Services
Tax Services
Business Services
Probate Services
Fee Protection Insurance
Will Writing
Payroll Bureau
VAT Compliance
Company Secretarial
Business Start-Ups
Details
- Year established: 1980
Highlights and features
- We offer over 40 years of local accountancy expertise
- Our proactive service model prevents financial issues
- We provide tailored solutions for international clients
- We hold specialist probate service accreditation
- Our fee protection insurance covers HMRC investigations
Associations and certifications
- Institute of Chartered Accountants in England and Wales
- Chartered Certified Accountants
Services
Accountancy Services
We provide comprehensive accountancy and bookkeeping solutions tailored to business needs. Our services ensure statutory compliance while delivering timely management information. Clients benefit from flexible engagement models allowing self-management of records with our expert support available as needed. Our team ensures accurate financial reporting that meets regulatory requirements and supports business decision-making.
Tax Services
Our tax services cover personal and corporate taxation with strategic planning to optimise liabilities. We handle self-assessment returns, corporation tax filings, and specialist schemes like the Construction Industry Scheme. Clients receive proactive advice on tax-efficient structures and compliance with HMRC requirements. Our Making Tax Digital expertise ensures software compliance for modern businesses.
Probate Services
As licensed probate practitioners, we handle estate administration with professional care. Our services include asset valuation, tax returns, grant applications, and estate distribution. We manage complex cases with inheritance tax considerations while providing compassionate support during difficult times. Our fees are transparently based on time rather than estate value.
Will Writing
We offer bespoke will writing and lasting powers of attorney services. Our senior partner provides expert guidance on inheritance tax planning and legal documentation. Services include property/financial and health/welfare LPAs with discounted rates for combined documents. All consultations begin with free 15-minute introductory discussions.
Business Services
Our business services support start-ups and established companies with strategic planning, financial management, and compliance. We assist with business structure selection, company secretarial duties, and growth strategy development. Clients receive tailored advice on funding options, operational efficiency, and long-term business planning from experienced accountants.
People
Michael Dodden
Founder & Senior Partner
Qualified Chartered Accountant with over 40 years' experience in financial advisory. Specialises in probate services and estate planning. Leads client relationships with strategic oversight. Holds legal authority to practice probate work. Maintains active involvement in professional development.
Ben Cleaveley
Partner
Experienced partner specialising in corporate tax and business advisory services. Joined partnership in 2016 with expertise in probate administration. Provides strategic guidance to growing businesses. Maintains professional accreditation for probate work. Focuses on client relationship management and service delivery.
Amy Cleaveley
Partner
Partner specialising in business services and tax compliance. Joined partnership in 2019 with extensive experience in corporate finance. Provides expert advice on business structures and growth strategies. Works closely with local businesses to optimise financial performance. Maintains active professional development in tax legislation.
Questions
What accountancy services do you offer for international clients?
We provide full accountancy services for businesses and individuals in the UK and overseas, including Hong Kong. Our team handles cross-border tax compliance and reporting requirements.
How do your probate services differ from solicitors?
As licensed accountants, we combine financial expertise with legal authority to handle probate matters. Our fees are time-based rather than percentage-based on estate value.
Do you offer fixed-fee accounting packages?
We tailor services to client needs rather than offering fixed packages. Our flexible approach ensures you only pay for required services.
Can you help with Making Tax Digital compliance?
Yes, our team provides software compatibility advice and implementation support for HMRC's MTD requirements across all business sizes.
What specialisations exist within your tax services?
We specialise in corporate tax planning, construction industry scheme compliance, and international tax structuring with strategic mitigation approaches.
How are fees structured for will writing services?
Wills start at £325 plus VAT with discounts available for combined documents. Lasting Powers of Attorney start at £190 plus VAT per document.
