Doctors

Accounts:

• Preparation of practice annual accounts.
• Supplementary information report explaining accounts figures.
• Superannuation – completion of Annual.
• Certificates of Pensionable Profits and estimates regarding future liabilities.
• Priority tax and superannuation estimates with accounts so that practices can plan for payments.

Tax:

• Inheritance Tax reviews and planning.
• Preparation of VAT returns and specialist.
• VAT advice.
• Partnership taxation.
• Personal taxation – including preparation of personal expenses claims.
• Tax returns.

Financial planning advice:

• Financial planning – pension and investment advice.
• Pension planning and financial advice.

Practice management support:

• Bookkeeping assistance and advice regarding systems and best practice, along with software implementation.
• Change of year end / utilisation of overlap relief.
• Financial comparisons by way of our ‘practice profile’ compiling data for a number of practices.
• Payroll bureau.
• PMS / New GMS contracts – financial reviews.
• Practice business advice.
• Advice on partnership changes and partnership agreements.
• Cashflow forecasts.
• Drawings calculations and partnership funding.
• Forecasting and practice budgeting.
• Property issues.
• Retirement/admission of partners.
• Surgery premises financing.
• Seminars to trainee GPs.
• Surgery premises – PFIs, LIFT projects, new builds.