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Academies and schools
We work alongside a number of local academies and schools, putting forward practical recommendations to ensure their systems and processes adhere to relevant guidance and regulations.
An academy is required to prepare statutory financial statements and these must be independently audited. We will work with you through this whole process, ensuring you comply with relevant legislation.
Care homes
We can provide support to you and your care home business in a range of areas, including but not exclusive to: business planning, producing management information, bookkeeping, preparing annual accounts, tax planning, funding research and sourcing, review of contract employment and operating payroll.
Charities and not-for-profit
Our dedicated team specialises in working with charities and not-for-profit organisations at all levels and several of them act as trustees of local charities.
We can help at every stage of a charity’s life, from assisting with the initial registration of your charity and advising on the different structures available and regulations you will need to comply with, through to dealing with the Charity Commission and compliance including completion of the annual return.
Construction
We understand the ever-changing pressures and financial demands imposed on the construction sector and the importance of talking to a specialist before starting a new project.
We can provide effective planning advice to help you avoid cash flow problems and paying too much tax, leaving you to concentrate on your skill.
We can help you with everything from selecting the correct trading structure to operate with, to calculating work in progress at the period end for inclusion in the financial statements.
Healthcare
We work with many professionals in the healthcare sector. Our team is here to take away all of the stress of your accounting and tax needs, offering you advice which is tailored to your individual circumstances and business needs.
We work with a number of doctors, dentists and healthcare professionals providing the full suite of financial and accounting services.
Leisure and tourism
We understand that the county relies on a wide range of accommodation providers, visitor attractions, heritage sites and outdoor activities to support its economy and that we need to deliver a world-class visitor experience.
Being able to deliver this comes with an increasingly complex burden of regulation and this is where we can help.
We will help guide you through complex legislation which will keep your tax liabilities to a minimum, while maximising the value of your business.
Nuclear and energy
Known widely as Britain’s Energy Coast, West Cumbria is transforming into a centre for nuclear development and research and a national hub for low carbon and renewable energy generation.
We are responding to the increasing demand for resources within the nuclear and renewables sectors and providing a comprehensive range of services to meet the needs of those in both permanent and contract positions.
Based locally, with over 20 years’ experience in the industry our expertise crosses many disciplines from project management and engineering to administration and construction. We will help guide you through the complex statutory and tax legislation to keep you compliant and minimise your tax liabilities.
Professional practices
When you choose David Allen you are automatically connected to a team of specialists with detailed knowledge of the professional practices sector, including solicitors, chartered surveyors, and estate agents and letting agents.
We will help you with the preparation of management accounts and statutory accounts, business valuations, mergers and acquisitions, tax planning opportunities and business structures, and much more.
Research and Development (R&D) tax relief
Research and Development (R&D) is crucial for an economy’s productivity and long-term growth. R&D tax relief is a company tax relief that can either reduce a company’s tax bill or, for some small and medium enterprises (SMEs), provide a cash sum. The size of the relief is based on the company’s expenditure on R&D.
It is important that businesses make the most of this relief as it is often forgotten about. HM Revenue & Customs (HMRC) plan to make access to R&D tax relief easier for businesses by providing advance assurance over claims, creating awareness, and ensuring a better understanding of how the relief works.
For now, David Allen can help you to work out whether your project would qualify for R&D tax relief, and if so, how much.
