Sjb Accountants

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  • Simon Bell
  • Sjb Accountants

    1. 1. SIMON BELL SJB & Co CHARTERED ACCOUNTANTS 9 JUNE 2010
    2. 2. OVERVIEW <ul><li>Who are we </li></ul><ul><li>What do we do </li></ul><ul><li>Types of client </li></ul><ul><li>What are we looking for? </li></ul>
    3. 3. Who are we? <ul><li>Sole practitioner </li></ul><ul><li>Based in Feering </li></ul><ul><li>Back ground – London audit training </li></ul><ul><li>Specialised in tax in London over 15 years </li></ul><ul><li>Set up SJB & Co in 2005 </li></ul>
    4. 4. Previous areas of experience <ul><li>Client type </li></ul><ul><ul><ul><li>Inward investment </li></ul></ul></ul><ul><ul><ul><li>Owner managed businesses </li></ul></ul></ul><ul><ul><ul><li>Corporate </li></ul></ul></ul><ul><li>Industry sectors </li></ul><ul><ul><ul><li>Consumer electronics </li></ul></ul></ul><ul><ul><ul><li>Electricity generation </li></ul></ul></ul><ul><ul><ul><li>Publishing </li></ul></ul></ul><ul><ul><ul><li>Travel </li></ul></ul></ul>
    5. 5. What do we do? <ul><li>Book-keeping -software </li></ul><ul><li>Accounts preparation </li></ul><ul><li>Payroll </li></ul><ul><li>VAT returns </li></ul><ul><li>Business Tax Returns </li></ul><ul><li>Self assessment tax returns </li></ul><ul><li>Tax planning </li></ul>
    6. 6. What do we provide? <ul><li>Personal service </li></ul><ul><li>Deal with HMRC </li></ul><ul><li>Peace of mind </li></ul><ul><li>Certainty? </li></ul><ul><li>Save tax? </li></ul><ul><li>Allow client to focus on own business </li></ul>
    7. 7. Types of client <ul><li>Companies </li></ul><ul><li>Sole traders </li></ul><ul><li>Partnerships </li></ul><ul><li>Private individuals </li></ul><ul><li>Property owners </li></ul><ul><li>Other professionals </li></ul>
    8. 8. Business clients <ul><li>Year –end accounts vs full service </li></ul><ul><li>Tax advice </li></ul><ul><li>Sole traders/ partnerships / companies </li></ul><ul><ul><li>Tradesmen / handymen </li></ul></ul><ul><ul><li>Farmers </li></ul></ul><ul><ul><li>Professionals- lawyers/ doctors/ engineers /surveyors / IT specialists / design </li></ul></ul>
    9. 9. Business tax planning <ul><li>Cash extraction – dividends v salary </li></ul><ul><li>Claim expenses </li></ul><ul><li>Tax free benefits </li></ul><ul><li>Salary sacrifice – pension, childcare vouchers </li></ul><ul><li>Capital expenditure </li></ul><ul><li>Sole trader v company </li></ul>
    10. 10. Private individuals <ul><li>Self assessment tax returns </li></ul><ul><li>Rental income accounts </li></ul><ul><li>Capital gains </li></ul><ul><li>Tax efficient investments </li></ul><ul><li>Tax planning </li></ul><ul><li>Inheritance tax planning </li></ul><ul><li>Ex-patriates </li></ul>
    11. 11. Tax planning for individuals <ul><li>Income splitting </li></ul><ul><li>Claiming deductions – pensions, gift aid, business expenses, subscriptions </li></ul><ul><li>Tax efficient investments – ISAs, investment bonds, VCT, EIS, investment partnerships </li></ul><ul><li>Capital gains disposals </li></ul><ul><li>IHT </li></ul>
    12. 12. What are we looking for? <ul><li>Individuals and business owners looking for pro-active tax and accounting support </li></ul><ul><li>Particular focus on sole traders and individuals with more complex affairs </li></ul><ul><li>Specific businesses professional services </li></ul><ul><li>trades </li></ul>

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