Business Details
16 Years
experience
Trusted Accountancy Services for Contractors & Small Businesses
Established in 2010, Oaktree Accountancy brings over two decades of financial expertise to contractors, small businesses, and growing enterprises. Our founder, Chris MacLeod, qualified as an accountant in 1991 and has held senior financial roles in Cumbrian-based companies, including managing finances for a business with 50m annual sales. We specialise in providing fixed-price accountancy services tailored to IR35 contractors, limited companies, and small businesses. Our approach combines strategic financial guidance with hands-on support, ensuring clients maintain robust financial controls and compliance.We prioritise transparent communication, offering plain-English explanations and accessible support via phone or email. Our clients benefit from proactive tax planning, R&D tax credit claims, and assistance with loan applications, backed by a proven track record of securing finance where traditional banks have declined. With a client satisfaction score exceeding 90%, we are committed to delivering cost-effective solutions that empower businesses to thrive.
Services
IR35 Compliance
Tax Minimisation
Financial Controls
R&D Tax Credits
Personal Tax Advice
Details
- Year established: 2010
Highlights and features
- We offer fixed-price, competitive accountancy services with no hidden fees.
- Our team provides strategic financial guidance to minimise tax liabilities.
- We specialise in robust IR35 compliance strategies for contractors.
- Clients benefit from a 90%+ satisfaction score based on verified feedback.
- We secure business finance through trusted lender relationships.
What people say
Best Accountant we have had
Professional and efficient service
Absolute saviour with paperwork
Understands my needs
Easy to understand solutions
Services
IR35 Compliance
Specialised support for IR35 contractors to establish robust defences against HMRC challenges. We document annual events demonstrating self-employment status, from contract terms to operational independence, ensuring compliance while minimising tax liabilities through strategic financial planning.
R&D Tax Credits
Expert guidance to claim R&D tax credits for engineering, manufacturing, and product development businesses. We prepare technical justifications and cost breakdowns to secure corporation tax reductions or repayments, with a proven process that has saved clients up to 10,000 annually.
Financial Controls
Tailored financial systems for small businesses and hospitality enterprises to maintain accurate records and enhance credibility with lenders. Includes cash flow forecasting, loan application support, and tax allowance reviews to optimise financial health and growth opportunities.
Tax Minimisation
Strategic tax planning services to reduce liabilities for contractors and small businesses. Focuses on year-end tax savings, payroll optimisation, and compliance with evolving regulations, ensuring clients retain maximum profits while adhering to HMRC requirements.
Personal Tax Advice
Guidance on personal tax matters including property income reporting, capital gains tax, and investment strategies. Delivered in plain English to help clients navigate complex tax rules and avoid pitfalls in the UK investment industry.
People
Chris MacLeod
Founder & Chartered Accountant
Qualified accountant since 1991 with extensive experience in Cumbrian businesses, including finance management for a 50m turnover enterprise. Specialises in IR35 compliance, R&D tax credits, and strategic financial guidance for small businesses and contractors.
Questions
What accountancy services do you offer for IR35 contractors?
We provide tailored IR35 compliance strategies, including annual tax planning, documentation of self-employment evidence, and HMRC challenge defences to minimise liabilities.
Can you help small businesses secure finance?
Yes, we collaborate with lenders to prepare financial documentation and build relationships, helping clients obtain loans where traditional banks have declined applications.
Do you assist with R&D tax credit claims?
We specialise in R&D tax credits for engineering and product development businesses, preparing technical justifications and cost breakdowns to secure tax reductions or repayments.
What are your payment terms?
We offer fixed-price contracts with no hidden fees, including two months free for new clients to experience our services.
Which areas do you serve?
We primarily serve Cumbria, Cockermouth, and the Lake District, with remote support available for clients nationwide.
