Frequently Asked Questions (FAQs)
Question
I’m unhappy with my existing accountant. When is a good time to leave?
Answer
We are conscious that you are not charged any extra for your decision to leave your existing accountant. For that reason, we would advise you not to leave your existing accountant whilst they are in the process of preparing your year end accounts. Wait until these have been completed and you have been charged before advising of your intentions therefore removing any excuse to overcharge you.
Question
How does the process of changing accountants work?
Answer
It’s a simple process. As we are chartered accountants, our institute states we must apply to the outgoing accountant for professional clearance. At this time we request previous accounts, opening balances and copy tax returns.
We provide you with a template letter to send to the outgoing accountant advising of your decision to change accountants.
Question
I am interested in saving tax, how can this be achieved?
Answer
By giving due consideration to a number of different planning opportunities, we can ensure that your financial affairs are structured in the most tax efficient way.

