Business Details
50+ Years
experience
Chartered Accountants in Kendal & Kirkby Stephen
Stables Thompson & Briscoe has been a cornerstone of the South Lakeland and Eden Valley communities since 1926, with a second office established in Kirkby Stephen in 2019. As a modern limited company with five directors, we combine traditional customer service values with contemporary accounting expertise. Our team prioritises continuous professional development, ensuring we remain at the forefront of tax and accounting compliance while offering tailored solutions for individuals, businesses, farms, trusts, and charities.We specialise in demystifying complex financial matters, from tax efficiency strategies to academy conversions, and provide free initial consultations to build long-term client relationships. Our commitment to transparency, value-for-money services, and local market knowledge has earned us enduring trust across generations of clients.
Services
Tax Planning
Auditing Services
Inheritance Tax Mitigation
Payroll Processing
VAT Compliance
Academy Conversion Support
Cash Flow Forecasting
HMRC Enquiry Defence
Business Start-Up Advice
Management Accounts
Details
- Year established: 1926
Highlights and features
- We have over 90 years of local accounting expertise in South Lakeland and Eden Valley
- Our team includes Chartered Accountants with specialist knowledge in academy conversions
- We offer free initial consultations and no-obligation business advice
- Our ICAEW accreditation ensures adherence to the highest professional standards
- We provide tailored tax mitigation strategies for individuals and organisations
Associations and certifications
- ICAEW
What people say
Efficient service
Value for money
Expert advice
Prompt responses
Trusted partners
Services
Tax Planning
Our tax planning services help individuals and businesses optimise their financial arrangements while maintaining compliance. We specialise in identifying legitimate tax-saving opportunities through restructuring, reliefs, and incentive schemes. With changing regulations, our proactive approach ensures clients benefit from current legislation while preparing for future changes.
Auditing Services
We conduct statutory audits for companies exceeding legal thresholds and voluntary audits to enhance financial credibility. Our audit process includes assessing internal controls, verifying financial records, and providing assurance reports. This service helps organisations meet regulatory requirements while improving financial transparency for stakeholders.
Inheritance Tax Mitigation
Our IHT specialists create tailored strategies to reduce inheritance tax liabilities through lifetime gifting, trust structures, and asset reorganisation. We coordinate with legal professionals to ensure comprehensive estate planning that aligns with clients' personal and financial objectives while considering capital gains tax implications.
Academy Conversion Support
We assist schools through academy conversion with financial restructuring, compliance frameworks, and ongoing accounting support. Our services include statutory return preparation, payroll management, and VAT advisory tailored to academy requirements, ensuring smooth transitions and continued compliance.
Cash Flow Forecasting
We develop detailed cash flow projections to help businesses manage liquidity, plan investments, and secure financing. Our approach combines historical data analysis with forward-looking scenarios to identify potential shortfalls and optimise financial decision-making for sustainable growth.
Questions
What accounting services do you offer for local businesses?
We provide accounts production, business planning, cash flow forecasting, and tax compliance services tailored to South Lakeland and Eden Valley businesses.
How can you help with HMRC tax enquiries?
Our Tax Enquiry Fee Protection service offers full defence against HMRC investigations with no additional professional fees.
Do you specialise in academy school accounting?
Yes, we support academy conversions, statutory audits, and compliance for schools across Cumbria.
What inheritance tax planning services are available?
We provide comprehensive IHT mitigation strategies, including asset restructuring and lifetime gifting advice.
Are you qualified Chartered Accountants?
Yes, we are ICAEW Chartered Accountants with directors holding advanced tax and accounting qualifications.
Do you offer free initial consultations?
Yes, we provide free first meetings through the ICAEW Business Advice Service to discuss your needs.