The Team
For more than 20 years we have been proactively advising clients in Anglesey, Gwynedd, Conwy and further afield during which we have established a reputation for delivering expert advice and services to owner managed businesses and individuals in a professional and friendly manner. At Joseph Lawrence we like to cement a solid relationship with our clients and tailor our services to fit their needs – exactly.
We are one of a select small number of firms in North Wales permitted to describe our firm as ‘Members of The Chartered Institute of Taxation (CIOT)’ and as a firm of ‘Chartered Tax Advisers’. The CIOT is the leading body in the UK for taxation professionals dealing with all aspects of taxation. In addition we are Members of the Association of Taxation Technicians, the leading professional body for those providing UK tax compliance services.
Whilst we like to maintain the professionalism you should expect of your adviser we are an approachable and friendly team.
Anthony Joseph Summers CTA, ATT (Fellow)
Anthony, a Chartered Tax Adviser and a Member of the Association of Taxation Technicians, has been assisting and advising clients for more than 30 years, providing advice on the full range of UK taxes with a bias towards individuals & owner-managed businesses
He is experienced in setting up and running electronic bookkeeping platforms including popular brands Xero, Sage, QuickBooks and IRIS Kashflow. This firm favours Xero and Sage – Anthony is a Xero Certified Adviser.
With a particular skill in assisting business owners to understand the taxation issues they face at the different stages of the business life cycle he will explain the options available to help you plan from seed to exit. Anthony is a skilled tax enquiry adviser with an excellent success rate and is adept at spotting opportunities including bringing enquiries to an early close with no additional tax due. He is also experienced at dealing with HMRC ‘nudge letters’ which are essentially letters HMRC sends out to prompt you to put your tax affairs in order without launching a full enquiry.
Peter Lawrence Summers ATT (Fellow)
Peter has been working in accountancy since 1985, specialising in tax. He is acutely aware that the issues facing his clients, of all sizes and at varying stages of growth, are not confined to taxation and that his recommendations must complement business strategies and owners’ personal ambitions, as well as responding to tax issues.
He offers guidance to business owners and directors across all relevant taxes. This not only involves guiding clients through the complexities of compliance but also looking at some of the more interesting aspects of corporate tax. He is experienced in setting up and running electronic bookkeeping and is a Xero Certified Adviser.
Peter has a wealth of experience assisting clients regarding succession planning, IHT and capital gains tax planning.
Christopher Thomas ATT
Chris joined Joseph Lawrence in July 2004, achieving the position of practice manger in 2008. He deals with a wide portfolio of business clients providing accounts and tax support services. Chris has a broad range of experience in sectors including dentists, coach operators, residential care homes and the building trade. Amongst Chris’ portfolio of clients are start-ups, growing businesses and corporates. He is also seasoned in the provision of personal tax advice for sole traders, partnerships and directors.
Mae Chris yn gallu siarad Cymraeg.
Quickbooks
Easy online accounting software that allows you to stay in control wherever you are.
Xero
Helping to manage your business finances anywhere.
Sage
Support your business every step of the way with Sage accounting software.