David Allen

Business Details

29 Years

experience

Trusted Chartered Accountants in Carlisle

Established in 1997, David Allen has grown from a small garage operation to a multidisciplinary firm with over 140 staff across five offices in Cumbria and southern Scotland. Our team combines deep technical expertise with a client-centric approach, offering tailored solutions in accountancy, tax planning, IT support, financial services, and agricultural consultancy. We prioritise proactive advice, leveraging our sector-specific knowledge to help businesses and individuals navigate complex financial landscapes.

With a commitment to continuous professional development, our specialists stay ahead of industry changes to deliver actionable insights. Our reputation for straightforward, no-nonsense service has been built through decades of delivering measurable results for clients ranging from local enterprises to national corporations.

Services

Accountancy Tax Planning IT Support Financial Services Agricultural Accounting Debt Recovery Wills & Probate Payroll Services Business Protection Capital Gains Tax

Details

Year established: 1997

Highlights and features

We offer 25+ years of local business expertise across multiple sectors
Our team holds specialist qualifications in accountancy, IT, and agricultural finance
Proactive tax planning to ensure compliance while minimising liabilities
Award-winning IT support with 24/7 monitoring and rapid response times
Tailored solutions combining financial, legal, and technical expertise

Associations and certifications

Cyber Essentials Plus
Microsoft Surface Partner

What people say

Exceptional standard of service Proactive advice Deep sector knowledge Tax-efficient solutions Rapid IT support

Website

Update Listing

Services

Accountancy

Our comprehensive accountancy services support businesses through every stage of growth. From bookkeeping and year-end accounts to complex financial reporting, our qualified team ensures compliance with regulatory requirements while providing strategic financial insights. We specialise in tailored solutions for agricultural businesses, SMEs, and high-net-worth individuals, combining technical expertise with proactive advisory services to optimise financial performance.

Tax Planning

We provide strategic tax planning to minimise liabilities while maintaining full compliance. Our specialists handle personal and corporate tax returns, inheritance tax mitigation, capital gains tax planning, and R&D tax relief claims. With expertise in agricultural tax and international structuring, we help clients navigate complex tax frameworks while ensuring compliance with HMRC regulations and Making Tax Digital requirements.

IT Support

As Cumbria's largest IT support provider, we offer managed IT services, cybersecurity solutions, and cloud migration. Our Microsoft Gold Partner team delivers 24/7 monitoring, data protection, and business continuity planning. Specialising in Cyber Essentials certification and Microsoft 365 integration, we ensure robust digital infrastructure for businesses of all sizes, with rapid response times and proactive system maintenance.

Wills & Probate

Our specialist team provides comprehensive will-writing, lasting power of attorney, and probate services. We help clients structure tax-efficient estates, establish trusts, and navigate probate administration. With expertise in agricultural succession planning and complex estate settlements, we offer clear guidance on inheritance tax mitigation and asset protection for families and business owners.

Agricultural Accounting

Tailored financial services for agricultural businesses, including farm tax planning, subsidy claims, and succession strategies. Our team combines accounting expertise with practical farming knowledge to deliver budgeting, cashflow management, and grant application support. We specialise in environmental scheme compliance and land transaction tax planning for rural enterprises.

People

Michael Peile

Agricultural Partner

With 20 years at David Allen, Michael provides specialist agricultural accounting advice. His farm background informs practical solutions for farmers, combining tax expertise with sector-specific knowledge to optimise rural business finances.

Michelle Lawrence

Wills and Probate Specialist

Leading our probate team, Michelle specialises in estate administration and inheritance tax planning. With 15 years' experience, she guides clients through complex succession matters, ensuring tax-efficient asset transfers while maintaining compassionate client support.

Gary Martin

IT Account Manager

Gary oversees IT support services with 30 years' industry experience. As Microsoft-certified specialist, he leads technology implementations and cybersecurity initiatives, helping businesses optimise digital infrastructure and achieve operational efficiency through innovative solutions.

David Arnold

IT Director

David directs IT strategy with focus on cloud migration and cybersecurity. With Microsoft Gold Partner accreditation, he ensures technical excellence in delivering managed IT services, infrastructure upgrades, and business continuity solutions for commercial clients.

Lucy Metcalf

Chartered Accountant

Celebrating 10 years with the firm, Lucy specialises in SME accounting and tax compliance. Her expertise in business growth strategies and financial reporting supports clients across multiple sectors, providing actionable insights for sustainable success.

Questions

What services does David Allen offer?

We provide accountancy, tax planning, IT support, financial services, agricultural accounting, debt recovery, and estate planning solutions for businesses and individuals.

Are you regulated accountants?

Yes, our accountancy services are provided by qualified chartered accountants with full professional accreditation and regulatory compliance.

Do you specialise in agricultural accounting?

Yes, our dedicated agricultural team combines accounting expertise with practical farming knowledge to support rural businesses and landowners.

Can you help with IT compliance?

We offer Cyber Essentials certification, GDPR compliance, and Microsoft 365 integration to ensure your IT systems meet regulatory standards.

How do you handle probate cases?

Our specialist team manages full probate administration, including asset valuation, tax returns, and estate distribution with transparent fee structures.

What areas do you cover?

We operate from offices in Carlisle, Penrith, Workington, and Dumfries, serving clients across Cumbria and southern Scotland.

Reviews (5)

Write a Review

Dan Tarney

Jun 01, 2022 Report

Eden country care have been using David Allen for accounts and I.T for over 20 years. All members of staff have been extremely helpful over the years with any issues we have had with I.T or the accounts side of things. We recently used there debt recovery service and once again they where excellent and efficient as always and resolved the issues we had very quickly. I couldn't recommend them enough.

Kay Stewart

May 23, 2022 Report

David Allen Accountants has been an amazing help setting up our own business, the staff are all friendly and knowledgeable and will always do what they can to help even over the phone, couldn't recommend them enough.

Jane Crawford

Mar 09, 2022 Report

Thank you David Allen Recovery Solutions, for your speedy recovery of our debts. we are a small local business and good cashflow is paramount to our success. thank you to Rachel & Tracy for you professional communications and help along the way

Steed Tailors

Feb 17, 2022 Report

We have been using David Allen Accountants for over 15 years and couldn't be happier with the service. In particular the help and advice on various matters for our unique business from Julie Osbourne, has been exemplary. Along with every interaction we have with the David Allen Team, such as Gloria, Ruth Charters and Michael McCaul. We can't reccomend their services enough.

Steed Tailors

Feb 10, 2022 Report

We have been using David Allen Accountants for over 15 years and couldn't be happier with the service. In particular the help and advice on various matters for our unique business from Julie Osbourne, has been exemplary. Along with every interaction we have with the David Allen Team, such as Gloria, Ruth Charters and Michael McCaul. We can't reccomend their services enough.