Business Details
Your Trusted Tax Consultant & Accountant in Hereford
With over 30 years' experience in taxation and accountancy, I provide comprehensive tax planning and compliance services for individuals and businesses. My expertise spans income tax, capital gains tax, inheritance tax, and trust management, supporting sole traders, partnerships, and limited companies. I specialise in preparing annual accounts, tax returns, and electronic filings to HMRC and Companies House. My consultancy work extends to accountants and solicitors' firms requiring specialist tax advice, particularly in inheritance tax and estate planning.I offer tailored solutions for profit extraction from limited companies, retirement planning, and non-resident tax structuring. With over two decades of experience in trust management, I advise on family trust creation, lifetime wealth planning, and trust taxation. My estate planning services include will reviews, inheritance tax mitigation strategies, and probate support, ensuring clients maximise available reliefs and exemptions. I combine technical expertise with practical guidance to help clients navigate complex tax landscapes efficiently.
Services
Tax Compliance
Estate Planning
Trust Management
Probate Work
Corporate Tax Services
Inheritance Tax Advice
Capital Gains Tax Planning
Will Reviews
Tax Return Preparation
Profit Extraction Strategies
Highlights and features
- Over 30 years' experience in tax consultancy and accountancy
- Specialist tax advice for individuals and businesses
- Electronic filing expertise for HMRC and Companies House
- Consultancy support for accountants and legal professionals
- Comprehensive trust and estate planning expertise
Services
Tax Compliance
We prepare and submit personal, partnership, and corporate tax returns with HMRC. Our service includes electronic filing to Companies House for limited companies, ensuring compliance with statutory deadlines. We handle complex tax scenarios including non-resident tax implications and business asset disposal relief.
Estate Planning
Our estate planning service focuses on inheritance tax mitigation through strategic will drafting and Deeds of Variation. We advise on available exemptions, reliefs, and trust structures to protect family assets while ensuring legal compliance with current tax regulations.
Trust Management
We specialise in creating family trusts and lifetime wealth planning solutions. Our expertise covers trust taxation, asset protection strategies, and compliance with inheritance tax rules to help clients manage intergenerational wealth transfers effectively.
Corporate Tax Services
We provide comprehensive corporate tax compliance and planning for limited companies. Services include annual accounts preparation, corporation tax returns, company secretarial advice, and tax-efficient profit extraction strategies for business owners.
Probate Work
Our probate service includes completing inheritance tax forms (IHT400), calculating tax liabilities, and preparing necessary documentation for estate administration. We guide executors through the process while ensuring compliance with HMRC requirements.
People
Jerry Cowdery
Specialist Tax Consultant & Small Business Accountant
With over 30 years' experience, Jerry Cowdery specialises in tax planning, compliance, and estate management. He provides expert guidance to individuals, businesses, and professional firms on complex tax matters including trusts, inheritance tax, and corporate taxation.
Questions
What tax services do you offer for small businesses?
We provide tax compliance, corporate tax returns, profit extraction planning, and tax-efficient structuring for small businesses.
Do you specialise in inheritance tax planning?
Yes, with over 20 years' experience in trusts and estates, we offer specialist inheritance tax mitigation strategies and will planning.
Can you assist with trust management?
We advise on family trust creation, lifetime wealth planning, and trust taxation including income and capital gains tax.
Do you work with other accountants and solicitors?
Yes, we provide tax consultancy services to professional firms requiring specialist expertise in complex tax matters.
What estate planning services are available?
We offer will reviews, inheritance tax planning, probate support, and advice on available tax reliefs and exemptions.
How do you handle tax return submissions?
We prepare and electronically file tax returns for individuals, partnerships, and companies with HMRC and Companies House.
