Consulting

Financial Director Services

Ensure your business’s financial health and strategic growth with our comprehensive Financial Director Services. At CCBC, we provide seasoned financial leadership to guide your company through every stage of development. Our services are designed to offer you the expertise of a dedicated Financial Director without the full-time cost, allowing you to benefit from strategic financial planning, insightful analysis, and robust financial management.

Our Financial Director Services include:

• Strategic Financial Planning: We assist in setting long-term financial goals and developing strategies to achieve them, ensuring sustainable growth and profitability.
• Financial Analysis and Reporting: Gain deeper insights into your company’s financial performance with our detailed analysis and regular reporting. We help you make informed decisions based on accurate financial data.
• Cash Flow Management: Effective cash flow management is crucial for any business. We provide strategies to optimise your cash flow, ensuring you have the liquidity needed to meet your obligations and seize opportunities.
• Budgeting and Forecasting: We help you create realistic budgets and forecasts, enabling you to plan for the future with confidence and stay on track to meet your financial objectives.

Self-Assessment

Completing your self-assessment tax return can be a daunting and time consuming process. Each year, thousands of taxpayers are penalised by HMRC and incur unwanted costs through missed deadlines, incorrect returns and lost records.

If you fit under these categories you are required to complete your tax return online to HMRC:

• Self-employed (sole trader)
• Partner in a business partnership
• Gain income from rent
• Gain income from investments, savings and dividends
• Sold any assets in the current tax year (properties and shares)
• Receive any child benefits in addition to you or your partner’s income is over £50,000

How we can help with self-assessment:

• Correctly registering with HMRC
• Communicating with your bank, building society or financial advisor to gather the relevant information to complete your tax return
• Calculating your tax liability, completing your tax return and filing it on your behalf
• Making you aware of your tax liability and payment deadlines
• Identifying tax saving solutions to ensure your self-assessment is completed in the most tax efficient manner
• Keeping you up to date with filing deadlines

Estate Planning

The legislation that governs passing on your estate to your chosen beneficiaries requires you to plan well in advance. Since none of us knows when we shall die, this means making the necessary provisions now.

The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries. Nothing is more demoralising than the thought that a substantial slice of the wealth you have worked hard to accumulate will end up in the Tax payments

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight – and a detailed knowledge of the tax regime.

We provide a discreet estate planning service that includes:

• Help with drawing up and reviewing your will
• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between spouses
• Transferring agricultural or business property
• Transferring assets into trust
• Arranging adequate life assurance to cover potential inheritance tax liabilities.

We strongly advise you to begin your estate planning right away by contacting us for a preliminary review.

Company Secretarial & Registration

You have the made the first step deciding on the business structure. However if you are not sure limited company is the correct business structure for you, please speak to our team of experts and they will guide you on the best business structure and also the benefits of going for a limited company. The company secretarial function for any business is often seen as an arduous task normally overseen by a family member or senior employee as Company Secretary. This can be met with issues as the designated Company Secretary may not have a full understanding of the duties they are required to undertake.

Once you have the information, please complete our company formation form (URL – for a download or a google form) and we will take care of the rest. In most cases, the companies can be formed within 1-2 working days.

With our in-house expertise, we can ensure that statutory deadlines are met; we will handle all your statutory obligations including the filing of accounts, annual returns as well as changes of directors and secretaries. As part of the service, we manage all the paperwork required for the payment of dividends and dealing with share transfers.

Our full company secretarial services include:

• Company formations
• Preparation and electronic filing of statutory returns
• Preparation of all documentation related to minutes and resolutions
• Maintenance and storage of statutory books
• Provision of a registered office address for your business