Business Details
46 Years
experience
Expert Accountancy Services in Cheltenham
Established in 1980, Trio Accountancy Services has built a reputation as a trusted provider of comprehensive accountancy solutions in Cheltenham. Our team of experienced professionals, led by directors Mark Faherty, Marie Trigg, and Verena Worgan, delivers tailored services to businesses and individuals across the UK and internationally. With expertise spanning business start-ups, corporate tax planning, payroll management, and personal financial strategies, we prioritise accuracy, efficiency, and client relationships.Our commitment to staying current with regulatory changes ensures clients receive reliable, forward-thinking advice. Over four decades, we have cultivated a close-knit team culture that values transparency and proactive support, helping clients navigate financial complexities with confidence. Whether you're a sole trader or a multinational enterprise, our services are designed to simplify your financial obligations and drive long-term success.
Services
Business Accounting
Personal Tax Planning
VAT Compliance
Payroll Management
Estate Planning
Company Secretarial
Corporate Tax
Business Start-up Support
Details
- Year established: 1980
Highlights and features
- We have over 40 years of experience in accountancy services.
- Our team includes AAT and ATT qualified professionals with industry expertise.
- We offer tailored solutions for businesses and individuals across the UK and overseas.
- Our services simplify complex financial obligations with proactive support.
- We maintain transparent communication and long-term client relationships.
What people say
Exceptionally nice people
Straightforward professional advice
Consistently attentive
Services
Business Accounting
We provide comprehensive business accounting services including annual accounts preparation, management reporting, and financial record-keeping. Our team handles sole traders, partnerships, limited companies, and LLPs, ensuring compliance with regulatory requirements. By maintaining accurate financial records, we help businesses make informed decisions and meet statutory obligations efficiently.
Personal Tax Planning
Our personal tax planning service optimises tax efficiency for individuals through strategic financial arrangements. We specialise in self-assessment returns, inheritance tax mitigation, and retirement planning. By leveraging available exemptions and reliefs, we help clients reduce tax liabilities while ensuring compliance with HMRC regulations.
VAT Compliance
We manage VAT registration, return preparation, and compliance for businesses of all sizes. Our service includes MTD-ready submissions, VAT control reconciliations, and HMRC dispute resolution. By maintaining accurate documentation, we help businesses avoid penalties and streamline their VAT obligations.
Payroll Management
Our payroll service handles RTI submissions, PAYE payments, and end-of-year returns while ensuring CIS compliance. We manage day-to-day payroll processing, holiday pay calculations, and auto-enrolment pensions. This allows businesses to focus on core operations without administrative burdens.
Estate Planning
We create tailored estate plans to maximise asset transfer efficiency while minimising inheritance tax. Services include will reviews, trust arrangements, and life insurance planning. Our approach ensures clients' wishes are fulfilled while maintaining financial security for surviving family members.
People
Mark Faherty
Director
FAIA and ATT Fellow with extensive experience in corporate tax and international accounting. Former PwC and HMRC professional, managing diverse client portfolios since 1998.
Marie Trigg
Director
AAT qualified accountant specialising in accounts production for businesses of all sizes. Has managed client financial reporting requirements since 1997 with expertise in deadline management.
Verena Worgan
Director
Experienced in accounts and VAT preparation for diverse sectors. Provides timely, accurate financial services to clients while balancing family commitments.
Clare Baines
Bookkeeping Manager
Oversees bookkeeping and VAT department since 2016. Builds strong client relationships through dedicated support and technical expertise in financial administration.
Questions
What services does Trio Accountancy Services offer?
We provide business and personal accountancy, tax planning, VAT, payroll, estate planning, and company secretarial services.
Do you work with overseas businesses?
Yes, we offer accountancy solutions for overseas-based businesses and non-domiciled individuals.
How can you help new businesses?
We assist with business structure selection, company formation, financial projections, and tax planning for start-ups.
Are your accountants qualified?
Our team includes AAT and ATT qualified professionals with decades of combined experience.
How do you handle client communication?
We prioritise transparent, proactive communication and build long-term relationships with all clients.
Reviews (1)
Nic Moneypenny Moneypenny
Jan 04, 2021
Report
Got to be the most caring, down to earth rocket scientists.oops I mean accountants.ever, hugely recommended for small business and sole traders but they also have a great reputation with their big corporate clients.
