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enquiries@advaloremgroup.uk
01908 219100
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Ad Valorem

Ad Valorem

Treating your business like ours

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    • About Ad Valorem
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    • Liric Accountants
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      • Cloud accounting packages
      • Book-keeping Packages
      • Getting the best from your cloud
    • Tax Services
      • Self Assessment
      • Corporation Tax
      • Share Schemes
      • Patent Box
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      • R&D Tax Credits for Business
      • R&D Tax Credits for Accountants
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Tax Services

Our specialist expertise ensures you pay the minimum amount of tax with our tax planning and advice.

Our specialist expertise ensures you pay the minimum amount of tax with our tax planning and advice.

Understanding tax is not easy. We all make decisions about our finances, and the simplest or most convenient options may not always be the most tax efficient. In these difficult economic times, tax planning is more important than ever as we all seek to maintain our income and wealth in the face of what seems like ever increasing tax, inflationary and trading pressures.

The Specialist Tax department at Ad Valorem have in-depth knowledge and experience of advising individuals, entrepreneurs and landowners on complex tax matters.

Our specialist Tax Team will take the time to understand your personal circumstances, family arrangements, business and financial situation to ensure that you have a straightforward strategy. 

Our tax planning advice will maintain flexibility in your financial affairs and will give you confidence that you are making the best use of the tax reliefs and allowances available to you.

Tax is complicated and regulations are becoming ever more complex and time-consuming. Ad Valorem’s philosophy is that you should never pay a penny more than you need to. We are happy to offer tax planning and advice on:

  • Business tax planning, Personal tax planning and business structuring
  • Staff incentives and share option schemes
  • Trust and estate planning and retirement and succession planning
  • R&D and Patent Box tax claims and tax efficient remuneration planning
  • Company car planning
  • HMRC enquiries management, support and fee protection
  • R&D Tax Credits
  • Patent Box Scheme

Self Assessment

The Self-Assessment Tax Return is a legal requirement if you earn any sort of income that is not taxed through the PAYE system. We can help you complete the return properly and get it back on time.

Corporation Tax

You can get expert corporate tax help from accounting professionals whether you run a large limited company that trades internationally, or a local business that you wholly own.

Share Schemes

Do you want to reward key members of your team?

Patent Box

The Patent Box is a radical new tax relief for innovative businesses.

HMRC enquiries and settlements

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Capital Allowances

Capital allowances can be claimed on assets that are owned by the business and used in the course of a business activity, e.g., equipment, machinery or business vehicle

SERVICES

Cloud
Accountancy

Bring your finances into real time with our Cloud Accountancy packages.

Tax
Services

Our specialist expertise ensures you pay the correct amount of tax with our tax planning and advice.

R&D
Tax Credits

Eligible for R&D Tax Credits? We can help identify your eligible projects and ensure all qualifying expenditure is captured within your claim, to save you the tax you deserve.

Wealth
Management

We can help maximise and protect your hard-earned wealth so that you can have financial freedom in your retirement.

Finance &
Banking

We can help with all aspects of corporate and personal finance.

Audit

We provide a range of audit and assurance services to our clients, including voluntary and statutory audit, assurance reports and client money audits. 

Innovative Financial Collaboration

Ad Valorem are a family run accountancy practice who are perfectly placed to help you with every financial aspect of your business. We focus on providing businesses and individuals with the best technology available, to ensure clients are operating as efficiently as possible, whilst fully understanding their financial position.

Based in Milton Keynes, Ad Valorem are one of the regions leading firms of accountants, auditors, tax and business advisors. We pride ourselves on having a proactive approach to compliance and advisory services, focusing on people and human experience ensuring we continuously communicate and have conversations with our clients to fully understand their motivations and ambitions.

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Keep in touch with us

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Helps me make the right decisions.

“I know I can count on Ad Valorem for sound and reasoned financial advice – the kind that helps me make the right decisions.” Neil […]

Learn More
Client Stories

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2 Manor Farm Court, Old Wolverton Road,
Wolverton, Milton Keynes MK12 5NN
01908 219100
enquiries@advaloremgroup.uk
  • About
    • About Ad Valorem
    • Meet the team
    • Work for us
    • Testimonials
    • Specialisms
    • Taylor Roberts
  • Services
    • Cloud Accountancy
    • Tax Services
    • R&D Tax Credits
    • Finance & Banking
    • Wealth Management
  • News & Insights
    • News & Insights
    • Contact Us
    • Sitemap

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