Friendly Expert Advice – Whatever your Situation

At Joseph Lawrence we offer friendly and professional accountancy services to all! Our valued clients range from corporations needing advice on their business finances to individuals and families requiring help with their personal affairs.

We understand the importance of planning for the future and we are pleased to offer advice on all aspects of taxation planning.

Get in Touch

Call us on 01248 671168 to arrange a consultation by telephone.

Meet Online

Arrange a video consultation with a member of our team today.

Visit Us

Pop in to see us in our office in Bangor.

Tax advice – let’s not forget about you

We know how absorbing running a business often is and it’s sometimes easy to forget what it’s all for; opportunities and security for you and your family.

Inheritance Tax is no longer a tax on the rich…despite recent changes announced by the Chancellor.

We can help guide you through the process of calculating inheritance tax and keeping it to a minimum.

Taxpayers can be surprised by the total value of their taxable estates – as much as 40% tax could be incurred by beneficiaries. Again, we are here to offer helpful advice in planning for your future.

Our Aim

We know that when you are managing a business it is important to have the right services there for you when you need them. Our aim from the beginning has been to provide our clients with a service for all their needs.

Our Formula

We have managed to build our business by basing all our efforts on our philosophy that you have to know a client and understand their business personally before you can help them to make that business grow.

Building Relationships

We like to cement relationships, not only with our clients but just as importantly with our staff. We look after our staff and help them to build a good stable career. In turn our clients can enjoy building up a relationship with us all, knowing that their points of contact are always there.

 

Each client has their own partner who works with them. But if at any time the partner is not immediately available then our manager Christopher Thomas will step in and make sure that messages are passed on, queries are answered and concerns are addressed.

High Levels of Expertise

We can offer you a very individual personal service – no matter how big or small your business is. But just as importantly, being an established company, we can underpin that personal approach with an exceptionally high level of professional expertise in a wide range of disciplines.

Our Clients

We know that it takes more to understand your business than simply adding up your incomings and outgoings.

Members of the Chartered Institute of Taxation

The Chartered Institute of Taxation (CIOT) is the leading professional body in the UK for advisers dealing with all aspects of taxation.

This firm is permitted to use the “Chartered Tax Advisers Practicemark” because the Chartered Institute of Taxation (“CIOT”) has accepted an application by the firm.

As a firm of CTAs we have to meet high professional standards which include

  • keeping up to date with new developments in tax and related areas,
  • holding Professional Indemnity Insurance,
  • being registered for AML supervision; and
  • complying with a robust code of ethics.
ctas

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.