Sheldon Cole
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Budget 2025 reduces tax benefits for Employee Ownership Trust sales while expanding EIS, VCT and EMI schemes to support growing companies and staff incentives...
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Expecting inheritance tax changes in the Autumn Budget? Hear how potential reforms could affect lifetime gifts and estate planning before 26 November...
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Westcotts examine the new Capital Gains Tax landscape from 30 October 2024 as a result of the Autumn Budget 2024...
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Sheldon Cole, Tax Partner, discusses some of the advance tax clearances that may be applied for to mitigate the risk of unwanted tax charges...
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Sheldon Cole, Tax Partner, looks at how making a lifetime gift can be an effective way of reducing your liabilities for IHT...
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The Spring Budget included a series of announcements designed to encourage company share ownership...
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Chancellor of the Exchequer Kwasi Kwarteng launched a tax cutting Growth Plan. With NIC, Income Tax, Corporation tax, capital allowances, SDLT and investment zo..
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The sale of a company to an Employee Ownership Trust (EOT) is becoming increasingly popular as an exit strategy for controlling shareholders who are looking at ..
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We're here whatever you want to achieve
Audit & Assurance
Our truly partner-led approach to audit and assurance covers a wide range of engagements and is tailored to the individual needs of your organisation.
Accounting & Compliance
We can help you with bookkeeping, forecasting and management accounts as well as offering a comprehensive end of year account service.
Tax
Our experts can advise on all matters of personal tax, business taxations and compliance, VAT, trusts and stamp duty and more.
Advisory
Whether you are starting up, or a seasoned trader, we can offer advice every step of the way. We can help to improve your processes, incorporating, or planning the next big step, such as an acquisition or your exit.
Digital Services
We're here to help you go digital. From helping you comply with the Government’s Making Tax Digital scheme, to cloud accounting and accounting software.
Payroll
Outsourcing your payroll frees up valuable administrative resources in your business and gives you access to a wealth of experience and expert payroll knowledge.
Chartered Financial Planning
Our team of experts can advise on pensions, retirement, insurance, wealth management, estate planning, probate and more.
Business Recovery & Insolvency
Our team are qualified to advise and give the best options on business recovery & insolvency, personal debt or bankruptcy, liquidations and more.
Get in touch
Find your local office
- Our head office is our Exeter OfficeSee all our locations in the South West
26-28 Southernhay East
Exeter
Devon
EX1 1NS







