Business Details
37 Years
experience
Chartered Accountants in Poole, Dorset
Morris Lane is a well-established Chartered Accountancy practice with over 35 years of experience serving businesses in Poole, Dorset. Our team of specialists provides tailored accountancy solutions for clients ranging from start-ups to small and medium-sized enterprises. We pride ourselves on our proactive and personal approach, ensuring compliance with legal and tax obligations while supporting business growth. Our services include accounting, auditing, tax consultancy, business support, and specialist advice for sectors such as caravan parks, care homes, and hotels. We are committed to delivering first-class service, helping clients achieve greater profitability and wealth.Our expertise extends to auto-enrolment pensions, corporate finance, company secretarial work, and strategic financial planning. As one of the largest accountancy practices in Dorset, we combine local knowledge with national expertise to meet diverse client needs. Our proactive approach ensures clients receive timely advice on capital allowances, VAT compliance, and business structure optimisation. We are registered with the Institute of Chartered Accountants in England and Wales and regulated for investment business activities. Our mission is to provide bespoke solutions that simplify financial management, reduce tax liabilities, and support long-term business success.
Services
Accounting Services
Auditing
Tax Consultancy
Auto-enrolment
Business Support
Company Secretarial
Corporate Finance
Care Home Accounting
Hotel Sector Advice
Caravan Park Taxation
Details
- Year established: 1989
Highlights and features
- We have over 35 years of experience in accountancy and tax consultancy.
- Our team provides tailored solutions for diverse sectors including care homes and hotels.
- We are regulated by the Institute of Chartered Accountants in England and Wales.
- Proactive advice on capital allowances, VAT compliance, and business structures.
- Personalised service combining local knowledge with national expertise.
Associations and certifications
- The Institute of Chartered Accountants in England and Wales
What people say
Expert tax advice
Personalised service
Sector-specific knowledge
Proactive approach
Reliable compliance support
Services
Accounting Services
Morris Lane offers comprehensive accounting services including annual accounts preparation, bookkeeping, PAYE and VAT compliance, and HMRC investigation support. Our solutions ensure accurate financial reporting and regulatory adherence for businesses of all sizes. We provide peace of mind through meticulous record-keeping and tailored financial management strategies.
Tax Consultancy
Our tax consultancy services focus on minimising liabilities through strategic planning and compliance. We advise on business structure optimisation, capital allowances, and sector-specific tax rules for caravan parks, care homes, and hotels. Our expertise ensures clients maximise reliefs while maintaining full regulatory compliance.
Auditing
We provide statutory and internal audit services to ensure financial transparency and compliance. Our audits identify business strengths and weaknesses, benchmark performance, and reduce fraud risks. Services include due diligence, sector benchmarking, and specialist audits tailored to client needs.
Auto-enrolment
Morris Lane guides businesses through auto-enrolment pension compliance. We assist with scheme setup, employee eligibility assessments, contribution calculations, and regulatory declarations. Our support ensures timely compliance and avoids penalties for employers with staging dates between 2015-2017.
Business Support
Beyond compliance, we offer strategic business support including financial planning, cashflow management, and exit strategies. Our services help clients improve profitability, secure financing, and implement efficient billing systems. We act as business partners to drive long-term success.
People
Heather Moncaster
Contact Person
Heather Moncaster manages client communications and account management at Morris Lane. With extensive experience in accountancy services, she ensures clients receive timely and accurate financial advice tailored to their business needs.
Phil Rogers
Auto-enrolment Specialist
Phil Rogers leads Morris Lane's auto-enrolment pension services. He provides expert guidance on compliance, scheme setup, and employee eligibility, helping businesses avoid penalties and implement effective pension strategies.
Questions
What accounting services do Morris Lane offer?
We provide annual accounts, bookkeeping, VAT compliance, payroll services, and HMRC investigation support tailored to businesses in Poole and nationwide.
How can Morris Lane help care home owners?
Our specialist team offers tax optimisation, capital allowance claims, business structure advice, and compliance support specifically for UK care home operators.
Do you provide audit services?
Yes, we offer statutory audits, internal audits, and due diligence services to ensure financial transparency and regulatory compliance across sectors.
How do you support caravan and holiday park owners?
We provide tailored tax advice on capital allowances, VAT rules, and business structures to minimise liabilities for caravan and holiday park operators nationwide.
Reviews (3)
Anna Ratajczak
Oct 02, 2020
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Excellent service. Meets small business needs, very professional staff. They know what they are doing, one person contact. all nice and simple, nothing too much trouble for them.highly recommend for payroll service.
Kevin Gunputh
Feb 21, 2020
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I've been working with Morris Lane for a number of years now and have always found them to be professional, fair and knowledgeable. Special mention to Malcolm Baker.
Stephanie Cade
Jun 11, 2018
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As a small business my experience with Morris Lane was disappointing. My advice to anyone using their services is to confirm everything you agree in writing. They overcharged for an already expensive service and I had to pay someone else to re-do some of the work.
