Charnwood Accountants

Business Details

22 Years

experience

Expert Accountancy Services in Leicestershire

Charnwood Accountants, established in 2004, is a forward-thinking accountancy firm based in Leicestershire. Our approach prioritises client relationships, offering tailored advice to support business growth, tax efficiency, and financial performance. With a team of qualified experts, including three chartered tax advisors, we provide proactive services such as business planning, tax mitigation, and compliance support.

Our commitment to fixed fees, continuity of care, and accessibility ensures clients receive transparent, reliable guidance. Recognised for our expertise in sectors like solicitors and sports, we serve local and national businesses, combining technical excellence with a personable, client-first ethos. Awards and testimonials highlight our dedication to exceeding expectations.

Services

Business Planning Tax Compliance Advanced Tax Services Grant Audits Solicitors Accounts

Details

Year established: 2004

Highlights and features

Fixed fees with no unexpected costs
Pre-agreed service plans tailored to your needs
Free telephone support for urgent queries
Fully qualified team with sector-specific expertise
Proactive tax planning and compliance advice

Associations and certifications

ACCA
CTA (Chartered Tax Advisor)

What people say

Outstanding company Tax savings over 15,000 Proactive service Knowledgeable and approachable Peace of mind

Website

Update Listing

Services

Business Planning

We help businesses develop tailored strategies for growth, succession, and operational efficiency. Our proactive planning ensures clients meet financial goals while navigating tax implications. Services include corporate finance, restructuring, and exit strategies, delivered by experienced partners with sector-specific insights.

Tax Compliance

Comprehensive compliance services cover personal, corporate, and VAT returns. Our team ensures accurate reporting to HMRC and Companies House, with proactive deadline management. Clients benefit from early tax liability visibility and mitigation strategies to minimise liabilities.

Advanced Tax Services

Specialist tax planning includes capital allowances, inheritance tax, and property portfolio strategies. With three chartered tax advisors, we deliver bespoke solutions for asset transfers, business sales, and cross-border transactions, ensuring compliance with evolving legislation.

Grant Audits

We audit UK and EU grants, including Innovate UK and Horizon 2020, ensuring adherence to funding rules. Our dedicated team supports clients in claiming eligible costs and meeting reporting deadlines, maintaining compliance for continued funding access.

Solicitors Accounts

Specialist accounting for solicitors includes SRA compliance, client account audits, and benchmarking tools. We provide tailored advice to improve profitability and regulatory adherence, combining technical expertise with sector-specific insights.

People

Anna Brocklehurst

Partner and Tax Specialist

Chartered Tax Advisor with expertise in tax-efficient exit strategies and group restructures. Joined Charnwood in 2009, promoted to partner in 2014. Specialises in advising diverse clients from farming to manufacturing sectors.

Chris Hutton

Partner

Co-founder with over 20 years' experience in owner-managed businesses. Qualified as a Chartered Certified Accountant, focusing on compliance and strategic business advice. Proactive approach valued by clients and colleagues.

Steve Lathwood

Partner

Management buyout specialist with expertise in tax-efficient business strategies. Promoted to partner in 2012, now leads client portfolios with a focus on commercial realities and tax considerations.

Paula Wheatley

Partner

Solicitors' sector expert with a decade of experience. Developed a benchmarking tool for law firms. Provides compliance and business development advice, combining technical accounting with strategic insights.

Tracy Merrill

Tax Specialist

Chartered Tax Advisor with 16 years' experience in income, corporate, and inheritance tax planning. Advises on trusts, estates, and individual tax strategies, ensuring efficient and compliant solutions.

Questions

What accounting services do you offer for solicitors?

We provide SRA-compliant accounts, client account audits, tax returns, and business development advice tailored to law firms, including sector-specific benchmarking tools.

Do you handle grant audits for government funding?

Yes, we audit UK and EU grants, including Innovate UK and Horizon 2020, ensuring compliance with funding rules and supporting cost claims.

How do you ensure tax efficiency for business owners?

Our chartered tax advisors offer bespoke planning for asset transfers, business sales, and property portfolios, leveraging capital allowances and inheritance tax strategies.

Are your fees fixed or hourly?

All fees are fixed and pre-agreed, with no hidden charges, ensuring transparency and budget predictability for clients.

Can you assist with business succession planning?

We provide strategic advice on retirement planning, group restructuring, and exit strategies to ensure smooth transitions and tax-efficient outcomes.

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Reviews (7)

Write a Review

Michael Porter

Jan 04, 2021 Report

I Highly recommend Charnwood accountants and business advisors. We have been using their services for a number of years now and are the only accountants that I have met that really make you feel at ease. Not only do they take the time to get to know you and your business and offer you pragmatic advice relevant to your profession, but they deliver it in a way thats easy to understand, making the pathway to future goals seem more achievable!

Friendly and approachable with non of the stuffiness and jargon usually associated with accountants, a real breath of fresh air! A special mention to both Anna and Stuart who have really pushed the boat out with regular updates and advice recently. This has been a massive help in making sure we had the best advice and. Information possible to help us move forward during what has been a difficult time for everyone. Thanks guys!

Vicki Jones

Jan 03, 2021 Report

I would highly recommend Charnwood Accountants. The team provide an exceptional level of knowledge and support at all levels. They are extremely proactive, especially during the health pandemic over the last 9 months.

Heather Blackwell

Dec 14, 2020 Report

I have no hesitation is recommending Charnwood Accountants. The companies I work for, have been using them for years.

Donna & Jeff'S. Page

Sep 21, 2020 Report

Big thank you to Chris Hutton at Charnwood Accountants who provided some excellent advice and support. Clearly an expert and he helped me navigate through some concerns I had about a business venture.

Graham Bettany

Sep 14, 2020 Report

I'm pleased to use Charnwood Accountants and have done so for many years. Their proactive approach to advising business leaders like myself on all matters of tax, compliance and business accounting, is first class and I view them as a trusted provider. I highly recommend them. G.Bettany of Brodman Ltd

Becky Page

Jun 21, 2020 Report

We have been with Charnwood accountants for years and they are an outstanding company. Extremely professional and knowledgeable but also down to earth, friendly and approachable. They really are so much more than just an accountant. They are forward thinking and their business advice is exceptional. They really make us feel valued and know our business inside out which really gives us confidence in them. We have and will continue to recommend them.

Gavin Smith

Mar 04, 2020 Report

I would not hesitate to recommend Steve Lathwood and all the team at Charnwood Accountants. They continually strive to deliver a service of the highest professionalism and have a fresh and dynamic approach to accountancy in all areas.