Business Details
50 Years
experience
Chartered Accountants in Caterham
Roger Lugg has been providing expert accounting and financial advisory services since 1976. Our team of chartered accountants and tax advisers combine entrepreneurial thinking with decades of experience to deliver tailored solutions for businesses and individuals. Specialising in tax planning, probate administration, and digital accounting, we prioritise client relationships and long-term financial success. With offices in Caterham and Lingfield, we serve clients across Surrey, London, and the wider UK. Our commitment to continuous learning ensures we stay ahead of industry changes to benefit our clients. As licensed probate practitioners, we handle complex estate administration with sensitivity and expertise.Our 20+ professionals bring diverse perspectives to business advisory services, from start-ups to multi-million-pound enterprises. We maintain rigorous professional standards, holding qualifications including FCA and ICAEW accreditation. Our cloud-based accounting systems offer modern solutions while maintaining traditional values of trust and transparency. With a history spanning four decades and three economic cycles, we have proven resilience and adaptability in supporting client growth through changing market conditions.
Services
Tax Advice
Probate Services
Digital Accounting
Business Consultancy
Payroll Services
Details
- Year established: 1976
Highlights and features
- Chartered accountants since 1976 with proven expertise across economic cycles
- Licensed probate practitioners handling complex estate administration
- Personalised service from 20+ professionals with diverse industry experience
- Cloud-based accounting systems for real-time financial management
- FCA and ICAEW accredited professionals maintaining highest industry standards
Associations and certifications
- Institute of Chartered Accountants in England and Wales
- Chartered Accountants
- Chartered Tax Advisers
- Registered Auditors
- Licensed for Probate
Services
Tax Advice
Our chartered tax advisers provide comprehensive tax planning and compliance services for businesses and individuals. We specialise in navigating complex tax regulations while identifying legitimate savings opportunities. With continuous updates on legislative changes, we ensure clients maintain compliance while optimising their financial position through strategic planning.
Probate Services
As licensed probate practitioners, we handle all aspects of estate administration with professional expertise and personal sensitivity. Our services include inheritance tax planning, asset distribution, and legal compliance for estates of varying complexity across England and Wales.
Digital Accounting
Our cloud-based accounting solutions offer real-time financial management for modern businesses. Services include bookkeeping, VAT returns, payroll processing, and management accounts accessible from anywhere, combining technological efficiency with expert human oversight.
Business Consultancy
We provide strategic business advice covering financial planning, growth strategies, and operational efficiency. Our consultants work closely with clients to develop tailored solutions that address specific business challenges and opportunities.
Payroll Services
Our comprehensive payroll services ensure accurate and timely employee payments while maintaining compliance with tax and employment regulations. We handle all aspects from salary calculations to HMRC submissions using secure digital systems.
People
Bruce Chapman
Partner
FCA qualified partner with expertise in accounting and business advisory. Holds 2:1 degree from Loughborough University. Specialises in strategic financial management and business growth solutions.
Roger Lugg
Partner
Founder of the firm with over 40 years' experience. Semi-retired but continues providing strategic guidance. Combines deep local knowledge with extensive accounting expertise developed since 1976.
Questions
What accounting services do you offer?
We provide tax advice, probate services, digital accounting, payroll management, and business consultancy for SMEs and individuals.
Are you qualified chartered accountants?
Yes, we are ICAEW Chartered Accountants and Chartered Tax Advisers with FCA qualifications and audit registration.
How much does probate cost?
Probate fees range from £1,500–10,000 + VAT for fixed packages, or hourly rates from £100–250 depending on complexity.
Do you work with local businesses?
We serve clients in Surrey, London, Sussex, Kent, and Hampshire with both local knowledge and national expertise.
What digital accounting systems do you use?
We utilise secure cloud-based accounting platforms that provide real-time financial management and reporting capabilities.
How quickly can you handle probate?
Simple estates take 12 weeks, tax cases 6-8 months, and complex matters over 12 months depending on circumstances.
