Business Details
50+ Years
experience
Trusted Chartered Accountants in Dorking
Bullimores Chartered Accountants, established in 1928, has built a legacy of delivering practical, cost-effective, and proactive financial advice. With a team of four partners and over 150 years of combined experience, alongside 25 dedicated staff, we combine the technical expertise of a medium-sized practice with the personal touch of a smaller firm. Our strategic location in Dorking, Surrey, enables us to serve clients across London, the southeast, and Europe. We specialise in tailored financial management, tax planning, and business strategy, ensuring clients achieve stable growth through innovative and ethical solutions.Every client benefits from a dedicated relationship manager, supported by a partner who understands their unique ambitions. Our services cater to entrepreneurs, private individuals, investors, and business owners, helping them navigate regulatory obligations while pursuing growth. We prioritise long-term relationships, ongoing staff training, and social responsibility, including sustainable practices through solar energy. Our commitment to honesty, integrity, and professional collaboration with solicitors, IFAs, and other experts ensures clients receive comprehensive, trustworthy advice.
Services
Tax Planning
Probate Services
Financial Reporting
Business Strategy
Inheritance Tax Advice
Details
- Year established: 1928
Highlights and features
- We offer over 150 years of combined experience in accountancy and tax planning.
- Our dedicated client relationship managers ensure personalised service.
- We provide innovative, ethical solutions tailored to individual client needs.
- Our team maintains robust technical expertise through ongoing training.
- We prioritise sustainability with solar-powered operations and community support.
Associations and certifications
- Institute of Chartered Accountants in England & Wales
What people say
Expert tax planning
Personalised service
Efficient probate support
Trustworthy advisors
Long-term reliability
Services
Tax Planning
Our tax planning services ensure clients pay no more tax than legally required. We provide tailored advice on inheritance tax, capital gains tax, and investment reliefs, leveraging current legislation to maximise savings. With ongoing training, our experts stay updated on evolving tax laws to deliver strategic, compliant solutions for individuals and businesses.
Probate Services
We offer licensed non-contentious probate services, guiding clients through estate administration with expertise and empathy. Our team handles asset collection, tax filings, and distribution, charging based on time rather than a percentage of the estate. This approach ensures transparency and cost-effectiveness during a challenging period, providing peace of mind to clients.
Business Strategy
Bullimores develops strategic business plans to align growth ambitions with operational goals. We advise on profit extraction, succession planning, and restructuring, ensuring tax efficiency and regulatory compliance. Our services help clients focus on core operations while implementing systems to enhance efficiency and long-term sustainability for businesses of all sizes.
Financial Reporting
We prepare statutory and management accounts for diverse industries, ensuring compliance with evolving accounting standards. Our audit and assurance services cater to limited companies, FCA-registered organisations, and charities, providing independent financial reviews. This expertise extends to small business accounts and service charge management, supporting informed decision-making for clients.
Inheritance Tax Advice
Our inheritance tax planning identifies reliefs and exemptions to reduce estate tax burdens. We review wills, pensions, and assets to create efficient strategies, ensuring alignment with client wishes. By addressing complex rules and nil-rate bands, we help families retain wealth while complying with legal requirements, offering clarity and long-term financial security.
People
Nick Boot
Partner
Nick Boot specialises in business strategy and tax planning, offering over 30 years of experience. He focuses on growth solutions for entrepreneurs and large organisations, ensuring ethical and compliant financial practices.
Pat Casey
Partner
Pat Casey leads corporate finance and audit services, with expertise in FCA-regulated sectors. He provides strategic advice on mergers, acquisitions, and business restructuring to support sustainable growth.
Carolyn Scott
Partner
Carolyn Scott specialises in individual tax and probate services. With a focus on inheritance tax planning, she delivers tailored solutions to protect family wealth and ensure efficient estate administration.
Sue Edwards
Partner
Sue Edwards advises on trusts, wills, and lasting power of attorney. Her expertise in non-contentious probate ensures clients receive compassionate, legally sound guidance during estate planning.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, VAT returns, and financial reporting tailored to small businesses, ensuring compliance and cost-effective solutions.
Can you assist with international tax planning?
Yes, we advise on residence, domicile, and repatriation strategies for clients moving to or from the UK, minimising tax liabilities.
Do you offer probate services for complex estates?
We handle non-contentious probate, including asset valuation, tax filings, and estate distribution, charging transparently based on time taken.
How do you support business succession planning?
We develop strategies for leadership transitions, family business transfers, and shareholder exits, ensuring continuity and tax efficiency.
Are your tax planning strategies compliant with current laws?
All advice adheres to HMRC regulations, focusing on legitimate reliefs and compliance to avoid penalties while maximising savings.
Can you help with charity accounting and audits?
We provide audits, tax assistance, and financial reporting for charities, tailored to their regulatory and operational needs.
