WHO WE HELP
Personalised Tax and Financial Guidance
We assist individuals with a full range of personal tax services – from self-assessment tax returns and income planning to capital gains and inheritance tax advice. Whether you’re a freelancer, contractor, high earner, or dealing with complex financial circumstances, we help ensure your obligations are met while optimising your tax position.
We also support individuals in complying with Making Tax Digital (MTD). Our team will guide you through the digital record-keeping requirements, select the right software, and ensure your quarterly submissions to HMRC are accurate and stress-free.
Strategic Accounting for Growth and Compliance
From startups to established enterprises, we support businesses of all sizes with tailored accounting solutions. Our services include bookkeeping, payroll, VAT returns, annual accounts, corporation tax, and business advisory. We don’t just keep you compliant – we help you make confident, informed decisions to drive profitability and growth.
Property Tax Specialists
Whether you’re a first-time landlord or managing a large portfolio, our expert property accountants will ensure you stay on top of your obligations. We manage income tax reporting, help with allowable expenses, and provide strategic advice on structuring your property investments tax-efficiently – including support with Making Tax Digital for landlords.
Digital Accounting for Online Retailers
We specialise in supporting e-commerce businesses trading on platforms like Shopify, Amazon, eBay, and Etsy. Our team handles everything from digital bookkeeping and payment gateway reconciliation to VAT compliance across multiple jurisdictions. With real-time financial insights and automation tools, we help you stay in control and scale your online business with confidence.
OUR SERVICES
Bookkeeping & Management Accounts
Accurate bookkeeping is the backbone of any successful business. We maintain your financial records with meticulous attention to detail, ensuring that all transactions are recorded correctly. Our management accounts provide valuable insights into your cash flow, profit margins, and overall business performance, helping you make strategic decisions with confidence. With our expertise and cloud-based solutions like Xero, QuickBooks you will have real-time access to your financial data anytime, anywhere.
Company Accounts
Filing your annual accounts correctly and on time is essential for maintaining good standing with HMRC and Companies House. We prepare detailed year-end financial statements, ensuring accuracy and compliance with UK accounting standards. Our expert tax planning strategies help reduce your corporation tax burden, keeping your company financially efficient while meeting all reporting obligations.
VAT RETURNS
Small and medium-sized enterprises (SMEs) need bookkeeping and management accounts to stay financially organised and compliant. Bookkeeping ensures that every financial transaction is recorded accurately, which is vital for tax reporting and audits. Management accounts provide regular insights into the business’s performance. This helps owners make informed decisions and spot issues early
Payroll & Pension
Managing payroll can be time-consuming and complex, especially with ever-changing tax laws and pension regulations. We handle everything from monthly payroll processing and payslip generation to auto-enrolment and pension contributions, ensuring your employees are paid accurately and on time. Our fully compliant payroll services help you stay up to date with HMRC requirements, giving you peace of mind while keeping your workforce happy.
MTD
Making Tax Digital (MTD) is a UK government initiative designed to modernise the tax system. It requires businesses and individuals to keep digital records and submit tax returns online. MTD helps improve accuracy and reduce errors in tax reporting. The scheme initially applies to VAT but is gradually being extended to other taxes. It streamlines tax processes, making compliance simpler and more efficient.
Company Secretarial
Keeping up with legal obligations is vital for any company. Our company secretarial services ensure your business stays compliant with Companies House regulations, handling tasks such as company formation, annual filings, director changes, and statutory records management. We take the administrative burden off your shoulders, allowing you to focus on running and growing your business with confidence
Company Formation & Business Start-Up Services
Starting a business is an exciting journey, but navigating the legal, financial, and administrative requirements can be complex and time-consuming. At Charles & David, we provide expert company formation and business start-up services to help you establish your business efficiently and in full compliance with UK regulations. Include
Personal Tax
Whether you are a sole trader, freelancer, or director, understanding personal tax liabilities is crucial. We provide expert assistance with Self-Assessment tax returns, income tax planning, and capital gains tax, ensuring you only pay what is necessary while taking advantage of any available tax reliefs. Our team works to optimise your tax position and ensure timely submissions, so you avoid penalties and unnecessary stress.
Accountancy Partners
WHY WE’RE UNIQUE
We connect all your systems for smooth, real-time financial management. No more manual entries or data gaps — just streamlined efficiency
Our accountants specialise in your sector, offering insights that go beyond the basics. We understand your challenges and know how to solve them.
Say goodbye to paperwork and deadlines. We handle everything, so you can focus on running your business with total peace of mind.
From bookkeeping to tax strategy, get everything under one roof. One team, one package, full control
We’re not just about compliance — we’re about growth. With sharp financial strategies and expert support, your success is our mission.
- We don’t just show up at year-end. Our team stays by your side throughout the year, offering timely advice, updates, and support whenever you need it.
HOW IT WORKS?
Sign Up & Onboarding
Getting started is easy. Complete a short form with your business details, and we’ll schedule a welcome call. We’ll take the time to understand your business, goals, you requirements, and current systems. Your dedicated accountant will then request any documents needed and handle all the setup for you.
Get Set Up with Smart Software
We’ll provide access to intuitive, cloud-based accounting software—tailored to your business size and sector. You’ll have 24/7 access to your financial data, invoices, receipts, and reports. Your accountant works closely with you through the platform for easy communication and real-time insights.
Dedicated Accountant & Ongoing Support
You'll be matched with an industry-experienced accountant who understands your sector. They’ll take care of your bookkeeping, VAT, payroll, year-end accounts, and tax filings—so you don’t have to worry. Expect proactive reminders, tax-saving advice, and strategic insights to help grow your business.
SWITCHING TO US
At Charles & David, we make switching from your current accountant straightforward. From the moment you register, we manage everything for a smooth handover with minimal effort on your part.
Get Started with Registration
Begin by completing our registration process and signing our engagement letter. This officially appoints us as your accountant and allows us to act on your behalf
We’ll Handle the Handover
Once authorised, we’ll contact your previous accountant directly to manage the professional handover and collect all necessary records and information.
Seamless Setup & Support
We’ll finalise your setup, introduce you to your dedicated accountant, and ensure you receive ongoing support tailored to your business.
Eranga Jayaweera
PRASHA SHANTH
Eranga Jayaweera
