Doctors

Practice management support:

• Bookkeeping assistance and advice regarding systems and best practice, along with software
  implementation
• Xero certified advisors
• Change of year end / utilisation of overlap relief
• Payroll outsourcing
• Practice business advice
• Advice on partnership changes
• Cashflow forecasts
• Drawings calculations and partnership funding
• Forecasting and practice budgeting
• Property issues including surgery premises financing and new builds
• Financial reports on retirement/admission of partners
• Practice profile – detailed financial comparisons of income and expenditure to our large database of GP practices including profitability per partner session and per patient

Accounts:

• Preparation of practice annual accounts
• Accounts report providing supporting information to the annual accounts
• Superannuation – completion of Annual Certificates of Pensionable Profits and estimates regarding future liabilities
• Tax and superannuation estimates with draft accounts so that practices can plan for payments

Tax:

• Annual allowance pensions savings charges
• Inheritance Tax reviews and planning
• Preparation of VAT returns and specialist VAT advice
• Partnership taxation
• Personal taxation – including preparation of personal expenses

Financial planning advice:

• Financial planning – pension and investment advice
• Pension planning and financial advice
• NHS pension expertise