Whether youβre growing or protecting your business, we provide expert guidance for lasting success.
What makes us different?
Being an owner-managed business can sometimes feel lonely. Youβre often left making tough decisions on your own, wondering what to do next and when to do it. But with Cleartaxationβs Business Partner Service, you donβt have to navigate this journey alone.
Think of us as your trusted ally, invested in your businessβs success just as much as you are. Weβre here to guide you through every step of your growth, offering personalised advice and support when you need it most. From identifying opportunities to improving operations and building lasting wealth, we help you make informed decisions at the right time.
We offer a number of specialistions delivered by our team of experts including:
Business Financial planning - corporate and sole trader taxation
US Tax returns and planning solutions for UK based individuals
Family and Individual tax and financial planning.
Trustee solutions.
Our Services
Accounting
Comprehensive accounting services that go beyond the basics, designed to streamline your financial processes and empower your success. Weβll help you identify opportunities for growth, efficiency, and long-term wealth generation.
Tax
Expert tax planning and compliance services to help you minimise liabilities, optimise structures, and navigate full HMRC compliance. Our expertise extends to US tax, ensuring cross-border compliance and advice for businesses and individuals operating in both jurisdictions.
Wealth
Bespoke wealth management solutions to preserve, grow, and protect your wealth. With a strategic approach to financial planning, we ensure your wealth is aligned with your long-term goals.
Our Leadership Team
The leadership team have put together a client focused team of experts along with our Advisory Board. With over 60 years of combined experience, our team is dedicated to helping clients exceed their expectations and achieve success.
With us, your financial concerns are handled reliably and efficiently, giving you the freedom to focus on what matters most to you.
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Director of International Tax - Finance Strategy
Iβm a US-UK tax adviser, but when Iβm not working through the complexities of cross-border tax, youβll likely find me out on the water - Iβm a licensed motorboat captain. Itβs my way of balancing the serious with the fun. Iβm also a mum of two, so I know how important it is to juggle lifeβs little (and big) challenges. When Iβm not running after the kids or navigating tax codes, Iβm probably daydreaming about my next trip to Italy. Iβm here to help make your financial journey a little easier and a lot less stressful
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International Tax Director
David, our Tax Director, has over 25 years of experience in tax strategy and compliance both sides of the Atlantic. Known for his analytical skills, he navigates tax regulations to deliver customised solutions. His expertise in corporate and personal taxation enables him to provide valuable advice for financial success - his commitment instills client confidence in an evolving landscape.
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Director of Accounts and Strategic Operations
Iβm Stephen and itβs my mission to help you grow and develop your business. With seven years of experience working in the Big 4 accounting firms, Iβve had the privilege of advising some of the worldβs largest companies.
I have expertise in accounting, internal controls, and risk management. Iβve helped businesses meet regulatory requirements, streamline financial processes, and mitigate growth risks.
I decided to take the leap and start my own business: to empower others to achieve their goals and build something extraordinary.
Whether launching a new venture, scaling an existing business, or securing wealth, I support you every step of the way. My expertise in finance, strategy, and risk management, coupled with my genuine passion for helping people succeed, is the foundation of everything I do.
Outside of work, Iβm lucky to share my life with someone who inspires and supports me endlessly. Iβm also a travel and food enthusiast, always on the hunt for incredible restaurants and exploring new cultures for inspiration.
Advisory Board
Our team of experts have an extensive Advisory Board who provide guidance to the team and clients in specialist areas including tax and wealth structures to support our clients on their journey. This team of experts, meet on a regular basis with the whole cleartaxation team, to discuss legislation developments and ideas to help our clients reduce their tax burden and deliver both their corporate and personal financial goals.
