Tax Health Check

Clear business advice to help you move your business forward Understand where your business is heading, what needs to change, and what to do next. No guesswork, no uncertainty, just clear advice to help you make better decisions with confidence. Starting your business the right way Getting things right at the start makes a big difference later. We help you: decide between sole trader and limited company set up your business structure properly understand your responsibilities from day one So you avoid costly mistakes and build on solid foundations. Ongoing advice as your business grows As your business develops, your decisions become more important. We work with you to: review performance and profitability plan for tax efficiently make informed decisions as you grow So you stay in control and move forward with clarity. Regular support and guidance Sometimes you just need someone to talk things through with. We offer: regular check-ins and review meetings practical, straightforward advice support when important decisions arise So you are not making decisions alone. Planning ahead, not reacting later The best results come from planning ahead rather than reacting after the event. We help you: prepare for key decisions manage cash flow and tax exposure structure your business for the future So you are always one step ahead. Exit and long-term planning Whether you plan to sell, step back or restructure, planning ahead is key. We support you with: exit planning and timing preparing your business for sale understanding the tax implications So you maximise value and avoid surprises. A clear, practical approach We keep things simple and focused on what matters. We understand your business and goals We identify what needs to change or improve We agree a clear plan We support you as you move forward No jargon, no overcomplication, just advice that works in practice. Make better decisions with confidence With the right advice, you can: grow your business more effectively avoid costly mistakes feel confident about your next steps Get started If you would like support with starting, growing or planning your business, we are here to help. 👉 Get in touch to get started

Legal Services Support Helping you understand legal matters and connecting you with the right specialists. What we do Many of our clients need legal support as part of their business or personal affairs. This often includes: Buying or selling a business Property transactions Shareholder agreements Company restructures Commercial contracts While we are not authorised to provide legal advice, we work closely with trusted solicitors and can help guide you through the process. How we can help As your accountants, we are often involved in the financial side of legal matters. We can: Help you understand the financial and tax implications Structure transactions in a tax-efficient way Work alongside your solicitor to ensure everything aligns Review financial aspects of agreements Provide information and documentation required This ensures that both the legal and financial sides are joined up. Shareholder agreements Shareholder agreements are one of the most important documents for any business with more than one owner. We can help you: Understand what should be included Identify potential risks or gaps Ensure the agreement aligns with your accounts and ownership structure Work with your solicitor to put the right agreement in place Getting this right early can prevent costly disputes later. Buying or selling a business If you are buying or selling a business, legal and financial advice need to work together. We can support you by: Reviewing financial information Advising on deal structure Working with your solicitor during the transaction Helping ensure the outcome is both commercially and tax efficient Working with trusted legal advisers We work with a network of experienced solicitors who specialise in: Commercial law Property transactions Business sales and acquisitions Where needed, we can introduce you to the right adviser and remain involved throughout the process. Important to know We are not authorised to provide legal advice. Any legal advice or drafting of documents will be carried out by a qualified solicitor. Our role is to support you from a financial and tax perspective and to help coordinate the process. Need help with a legal matter? If you’re dealing with a legal matter as part of your business or personal affairs, feel free to get in touch . We can help you understand what’s involved and connect you with the right specialist.

Loans & Mortgages in Weston-super-Mare Helping you understand your options and connecting you with the right specialists. What we do We regularly work with clients who need support with: Business loans and finance Mortgages and property finance Refinancing and restructuring Funding for growth or investment While we are not authorised to provide financial advice on loans or mortgages, we can help you understand your position and introduce you to trusted, regulated advisers. How we can help As your accountants, we are in a strong position to support you before you speak to a lender or adviser. We can: Help you understand what you can afford Prepare financial information required for applications Review your accounts and income position Identify potential issues before applying Liaise with lenders or advisers where needed This ensures you are properly prepared and gives you the best chance of a successful application. Working with regulated advisers Where advice is required, we work with a network of trusted, FCA-regulated mortgage brokers and finance specialists. They will: Provide tailored advice based on your circumstances Recommend suitable products Handle applications and lender negotiations We can introduce you to the right person and remain involved to support the process from an accounting and financial perspective. Who this is for This service is suitable for: Business owners looking for funding Individuals applying for a mortgage Property investors Clients needing help preparing for finance applications Important to know We are not authorised to provide regulated financial advice on loans or mortgages. Any advice on specific products or lenders will be provided by an FCA-regulated adviser. Our role is to support you with the financial information, preparation and introductions needed to move forward with confidence. Need help with funding or a mortgage? If you’re considering a loan, mortgage or finance application, feel free to get in touch . We can help you prepare and connect you with the right specialist.

Switching accountants is easier than you think Changing accountants can feel like a big step, especially if you are worried about dealing with your previous accountant or managing the handover process. The good news is that switching accountants is straightforward, and we handle the entire process for you. From contacting your previous accountant and requesting professional clearance, through to organising records and getting everything transferred over with HMRC, we aim to make the transition smooth, organised and hassle-free from start to finish. Why move to Hillmans Our approach combines local, trusted professional advice with modern systems and straightforward support for you and your business. As Chartered Accountants , we aim to make switching accountants simple, organised and hassle-free. That means: clear, up-to-date information better organisation and visibility support when you need it So you stay in control and know exactly where you stand. More than just another client Many people come to us because they feel like just another number with their accountant, with limited communication, difficulty getting hold of them, and advice that only comes after the fact. We do things differently. You have a dedicated team you can speak to, clear communication throughout the year, and advice to help you stay ahead, not catching up later. A better way of working With Hillmans, everything is designed to be simple and easy to manage. You get: face-to-face support when you need it digital tools to keep everything organised clear communication without jargon No chasing for information, no confusion, just a more straightforward way to manage your accounts and tax. Start with a free consultation We offer a free, no-obligation consultation so you can see how we work and whether we are the right fit. You will get clear advice, a straightforward proposal, and the opportunity to ask questions before making a decision. A simple 3-step process 1. Get in touch Let us know you would like to move, and we will guide you through the next steps. 2. We handle the switch With your permission, we contact your existing accountant and arrange the handover. Everything is handled professionally and in line with the correct procedures. 3. You are up and running Once we receive your information, we take over your accounts and tax with no disruption. No disruption, no loose ends Your deadlines and filings continue as normal during the transition. We make sure everything is transferred properly so nothing is missed. Make the move with confidence Switching accountants is an opportunity to: get clearer advice improve how your accounts are managed feel more in control We make sure you start off on the right footing. Get started If you are thinking about changing accountants, or just want to explore your options, we are here to help. 👉 Book your free consultation

Year-end accounts for small business owners Know where you stand, with clear, reliable accounts that are explained in a way that makes sense. No chasing numbers, no last-minute surprises, just up-to-date information and confidence everything is in order. More than just a set of accounts Year-end accounts are not just about meeting a deadline. They are your opportunity to understand how your business is really performing and what to do next. We take the time to go through your figures with you, so you are not just receiving accounts, you are gaining clarity. That means: understanding your profit properly knowing what tax is coming spotting opportunities to improve and making better decisions going forward Everything taken care of in one place From preparing your accounts through to submitting them to Companies House and HMRC, everything is completed accurately and on time. We also look beyond the numbers, helping you plan ahead so there are no surprises. Our service includes: Preparation of year-end accounts Corporation tax returns Submission to Companies House and HMRC Review and explanation of your figures Ongoing support when you need it Clear, straightforward process We keep things simple and easy to follow. We gather your records or access your software We prepare your accounts and tax position We review everything with you We file your accounts and returns No confusion, no unnecessary complexity, just a clear process from start to finish. Built around you Every business is different. Whether you keep detailed records or need more support, we tailor the service to suit how you work. You will always have someone to speak to who understands your business and can help when needed. Plan ahead, not just look back Good accounts are not just about the past. We help you use your figures to: plan for the year ahead manage your tax position make informed business decisions So you are not just staying compliant, you are staying in control. Get started If you would like your year-end accounts prepared properly, with clear advice and no surprises, we are here to help. 👉 Get in touch to get started

Tax returns for business owners, landlords and individuals Know where you stand with your tax, with everything prepared and explained in a way that makes sense. No confusion, no missed deadlines, just clear figures and confidence everything is correct and submitted on time. More than just filing a return A tax return is not just about sending numbers to HMRC. It is about understanding your position and making sure you are not paying more tax than you need to. We take the time to review your situation properly, so you are not just filing a return, you are getting clarity and peace of mind. That means: knowing exactly what you owe understanding how your tax is calculated making use of available allowances and reliefs avoiding mistakes that could lead to penalties Everything taken care of in one place From gathering your information through to submitting your return to HMRC, everything is completed accurately and on time. We also look at ways to improve your position, so there are no surprises and no missed opportunities. Our service includes: Preparation of Self Assessment tax returns Review of income from all sources Advice on allowable expenses and reliefs Calculation of your tax liability Submission to HMRC Support with any HMRC queries Simple, straightforward process We keep things clear and easy to follow. You send us your information, or we access your records We prepare your tax return and calculate your position We talk you through the figures We submit your return to HMRC No stress, no confusion, just a smooth process from start to finish. Tailored to your situation Every client is different. Whether you are self-employed, a landlord, a company director or have multiple sources of income, we tailor the return to your circumstances. You will always have someone to speak to who understands your position and can guide you when needed. Plan ahead, not just report the past Your tax return is not just about what has happened. It is a chance to plan ahead. We help you: understand what is coming next manage future tax liabilities make better decisions going forward So you are not just meeting deadlines, you are staying in control. Get started If you want your tax return prepared properly, with clear advice and no surprises, we are here to help. 👉 Get in touch to get started

Making Tax Digital, made simple Stay on top of your tax without the stress, with clear systems and support that work for you. No confusion, no last-minute rush, just everything kept up to date and submitted correctly, with confidence you are doing things the right way.

Wealth Management in Weston-super-Mare Hillmans Chartered Accountants in Weston-super-Mare can help you organise and manage your personal and business finances in a tax-efficient way, giving you greater clarity and control over your long-term financial position. Our approach focuses on helping you make informed decisions, structure your affairs efficiently, and plan ahead with confidence. How we can help We can support you with: Personal tax planning strategies Tax-efficient extraction of profits from your business Remuneration planning for directors and employees Tax-efficient savings and investment structures Retirement planning from a tax perspective Capital gains and inheritance tax planning Business exit and succession planning We take a joined-up view of your finances, ensuring your business and personal affairs work together as efficiently as possible. Working alongside financial advisers While we are not authorised to provide independent financial advice, we regularly work alongside trusted independent financial advisers (IFAs) and other professionals. This allows us to: Ensure any financial advice you receive is aligned with your tax position Provide tax analysis and projections to support decision-making Help structure investments and income in a tax-efficient way Act as a central point of coordination between advisers If you already have a financial adviser, we’re happy to work with them. If not, we can introduce you to trusted professionals where appropriate. A practical, joined-up approach We focus on practical planning rather than theory. That means: Clear advice Forward planning No unnecessary complexity Our aim is to help you understand your options and put the right structure in place for both now and the future. Who this is for This service is particularly suited to: Business owners looking to extract profits tax-efficiently Individuals with growing personal wealth Clients approaching retirement Those planning for succession or a future business sale Individuals looking to organise their finances more effectively Get in touch If you would like to discuss your situation, we would be happy to help. 👉 Please get in touch to arrange a FREE initial consultation.

Tax investigations are on the increase with individuals and companies alike being targeted and under more scrutiny than ever. Investigations are stressful, time-consuming and costly for the party involved. As your Accountant we want to protect you where possible which is why we offer a Tax Enquiry Fee Protection Service which covers you against the cost of professional fees associated with a tax investigation. Click Here to find out about this service and how it can protect you. What does the Tax Enquiry Fee Protection Service include? As your Accountant, we are insured in respect of fees up to £100,000 incurred representing you in the event of any compliance check, visit or investigation started by HMRC regarding compliance with: Corporation Tax Self-Assessment National Insurance VAT Income Tax Self-Assessment Construction Industry Scheme National Minimum Wage PAYE and P11D IR35 Gift Aid legislation and regulations Capital Gains Tax Inheritance Tax Stamp Duty (including Land Tax) R&D COP 8 (up to £15k of cover) Appeals to Tax & VAT Tribunals Where applicable this service extends to include Directors/Partners/Company Secretaries and their spouses subject to gross rental income being less than £50k and/or no self-employment income on your self-assessment tax return, otherwise an additional Sole Trader fee will be due. What is excluded? Fraud Criminal Prosecutions Tax Avoidance Schemes Deliberate Omissions Tax, fines, penalties & interest due Enquiries commencing outside of the period of service Making a claim In the event of any correspondence or communication from HMRC relating to a potential enquiry or dispute, please speak to your accountant straight away and get immediate professional advice. Your accountant will make a claim against their Policy and credit the proceeds against your liability for fees. You could be liable for fees not covered by the Policy. Support for your business EMPLOYMENT LAW ADVICE LINE - Call the team for help with any issue or question you have relating to managing your employees. HEALTH & SAFETY ADVICE LINE - Call us for advice on any aspect of managing your Health & Safety obligations within your workplace. COMMERCIAL LEGAL ADVICE LINE - Call our experienced solicitors for dedicated advice on all aspects of company law. My Business Hub Once you are protected, you will have access to register for My Business hub via a QR code on your confirmation of service. Legal Our insurance is arranged through Croner Limited | 0344 892 2473 Registered Office: The Peninsula, Victoria Place, Manchester, M4 4FB, United Kingdom (registration no.10878116) | VAT Registration no. 382 2865 74 Croner is authorised and regulated by the Financial Conduct Authority for the sale of non-investment insurance contracts, Financial Services Register no. 951415 Get Protected Now 👉 Click here to order this service: https://hillmans.croneri.co.uk/

Independent Reporting & Verification We provide independent reporting and verification for clubs, societies and funded organisations. What is a Reporting Accountant? A reporting accountant provides an independent review or verification of financial information, typically where a third party requires confirmation of how funds have been used. This is not an audit. Instead, we carry out specific procedures agreed in advance and provide a report based on those findings. Who this is for This service is commonly required by: Clubs and societies Community organisations Charities and not-for-profits Grant-funded projects Businesses asked to provide independent financial verification If you’ve been asked to provide a report by a funder, governing body or third party, we can help. What we can do We can act as an independent reporting accountant to: Review financial records against agreed criteria Verify income and expenditure Confirm how funding or grants have been used Carry out agreed-upon procedures Provide a formal report for submission Each engagement is tailored to the specific requirements set by the organisation requesting the report. How it works You send us the reporting requirements We agree the scope of work with you We carry out the agreed procedures We provide your report for submission Clear, straightforward, and completed on time. Simple, fixed pricing Our reporting accountant services are priced based on the scope of work and the requirements of the organisation requesting the report. Once we’ve reviewed what’s needed, we’ll provide a clear fixed fee in advance so you know exactly where you stand. Important to know This service is not an audit or full assurance engagement. Our report is based on specific procedures agreed in advance and is designed to meet the requirements of the organisation requesting the report. Why choose Hillmans? Not all accountants are able to provide independent reporting services. As a firm of Chartered Accountants regulated by the ICAEW, we are qualified to carry out independent reporting and agreed-upon procedures, providing the level of assurance often required by funders, governing bodies and third parties. This means you can be confident that your report will meet the necessary requirements. Working to a deadline? Many reporting requirements come with tight deadlines. If you’ve been asked to provide a report by a specific date, let us know and we’ll confirm whether we can meet your timeframe. Need help with a reporting requirement? If you’ve been asked to provide a report or independent verification, feel free to get in touch and we’ll guide you through what’s needed.