Dedicated personal and business accountants, at your service Lloydbottoms Chartered Accountants are committed to giving clients peace of mind, by offering a full range of accountancy services. Speak to our team in Staple Hill, Bristol today. Speak to us Providing a Personalised Service to our clients Established in 1975, Lloydbottoms are experienced, established, friendly accountants, operating from Staple Hill in Bristol. As chartered accountants, we are qualified to provide a full range of accounting and tax services, suitable for both personal and business clients. No matter your needs, Lloydbottoms is always here to help. We have decades of expertise, and offer free initial consultations to all. Speak to a member of our team today, or look around our website and get to know what we’re all about. About our business Our Experts Are Here to Help Accountants Our accountancy services are suitable for both individual and business needs. Business Start Ups Starting a new business? Let us help you get off the ground! VAT Returns VAT returns needn’t be a chore. Trust our team to help. Financial Planning Let our team help you plan a financially secure future. Tax Returns Ensure tax returns are completed correctly and on time with the help of Lloydbottoms. Bookkeeping We offer a full range of bookkeeping services to clients in the area. Our Promise to You: Advice That's Tailored to You We don’t believe in a ‘one-size’ solution. Any advice we provide is tailored to your specific needs. Honest and Transparent Services You can count on us to provide a genuine service, keeping you updated and informed throughout. Accurate Advice and Information You can trust our team to provide accurate information to help you plan your future. A Team That's Here to Help No matter your need or previous experience in working with an accountant, Lloydbottoms is a name that you can depend on. "Susan, thank you very much indeed for all of your help over the years with my tax returns. Absolutely fantastic service every time and without fail. Would not hesitate to recommend to anyone who needs peerless accountancy services" See What Our Clients Have to Say About Us... – Gravy, Google Review "Great experience with dealing with Susan and her helpful, team I run a small business and was more than happy dealing with Susan. Very Professional service" – F Pace, Aurora Limited UK, Google Review Why Choose Us? We can think of three very good reasons to make us your personal and business accountants of choice: Get in touch 01 Highly Experienced We have a very experienced team who can provide reliable professional advice. 02 Private & Business Support We can help with personal accounting needs, as well as business taxation and bookkeeping 03 Friendly Team of Specialists You can always expect our specialists to provide a service with a smile! ​ All Types of Client Here to Help Our dedicated specialists can provide a full range of services, and have years of expertise in helping: Established businesses and SMEs Start-ups Sole traders Limited companies Private clients Landlords Meet the team Frequently asked questions Discuss Your Accounting Needs with Our Team Today. Call Us on 0117 957 3537.

Work with trusted, local accountants today Lloydbottoms Chartered Accountants aim to become your first choice in accountancy services. Speak to our team in Staple Hill, Bristol today to book a free initial consultation, or to learn more about the support we provide. We work across South Gloucestershire. Get in touch Dedicated- professional- friendly Accountants Lloydbottoms Chartered Accountants supports clients in the Bristol area. Based in Staple Hill, we support business clients with a wide range of needs, from payroll management to tax advice and wealth management. We always aim to offer a friendly service and easy-to-understand advice and information, allowing you to effectively manage your finances, meet your tax obligations, or plan for a brighter future. We are chartered accountants, and provide bespoke, tailored advice. Meet our team Who we help We are able to provide support to a diverse range of clients, including but not limited to: Sole traders Limited companies New businesses Charities Landlords Worked with us before? At Lloydbottoms we value all feedback. It helps us to ensure we offer the best service possible, and are the local accountants of choice for our clients. If you have worked with us recently, please feel free to review us today on Yell. Traditional experience meets modern technology We have built up a solid foundation of experience, which we can use to offer effective advice. We combine this with the latest accounting and bookkeeping technology, including cloud services, to offer an effective service to all of our clients. Book a free initial consultation with our Bristol-based team today. Call 0117 957 3537.

Get the financial planning advice you need Prepare for a financially sound future with the support of Lloydbottoms Chartered Accountants, Bristol. Book an initial consultation with our team now Book your consultation Plan today, enjoy tomorrow At Lloydbottoms, we believe that planning pays off, and the steps you make now can make a big difference. Whether you’re looking to buy a house, treat the family or prepare for retirement, our dedicated specialists can offer support and advice on financial matters. ​ Our goal is to help you save and invest wisely, reduce your tax burden, and help you enjoy more of the money you have earned. We take a comprehensive approach, personalised to your own financial situation. ​ Based in Bristol we can offer a remote service, or arrange face-to-face consultations. Your first consultation is free, so you can see if our support is suitable for you before we discuss your plan any further. As your circumstances change, we can adapt and change your plan, so that your can continue to work towards your goal. Get in touch We can offer advice on: Personal tax planning General savings and investments Gifting strategies Estates and inheritance Benefit from our expertise When it comes to finances, you can’t beat experience. As a company we have been helping individuals plan for the future since our inception. Each member of our team brings their own unique experiences, so no matter your personal finance situation, we’re confident that we can help you plan for a prosperous future. We can also help with: Self-assessment tax returns Bookkeeping Setting up a business Take action today. For bespoke financial planning advice, call our team now, on 0117 957 3537.

Company tax returns made simple If you run a business in the Bristol area, count on the team at Lloydbottoms Chartered Accountants to provide tailored tax return support. Speak to our specialists today to discuss your needs in full. Get in touch A leading name in accounting and tax advice Business is the heart of our society, and at Lloydbottoms, we support businesses when it’s time to complete tax returns. Our experts have been supporting local businesses for decades, and have in-depth knowledge of the UK tax system. ​ Our friendly, down-to-earth team will explain your tax obligation in simple to terms, and ensure that you don’t over or underpay. We offer a prompt turnaround, and can visit your businesses premises where required. ​ ​ We offer free initial assessments, so why not visit us and see how we can help you manage your tax more efficiently? Fully accredited specialists When it comes to taxation, ensure you work with a trusted, chartered accountant. We are fully accredited, highly skilled and members of the Institute of Chartered Accountants in England & Wales. By coming to us, you can ensure that your tax returns are submitted on time. Never miss a tax deadline! It’s essential that any company tax returns are submitted on time, to avoid hefty penalties and fines. This can vary from a £100 fine for late self-assessment submissions, to a percentage of your total tax bill if you are late by several months. By working with us, you can ensure your tax paperwork is correctly submitted and on time. Ensure your limited company correctly submits tax return documentation. For bespoke support in the Bristol area call 0117 957 3537.

Work with an established business accountant Whether you are just starting out, or are an established firm in need of tailored support, be sure to speak to the team at Lloydbottoms Chartered Accountants. Speak to our Bristol-based experts today. Book a free consultation Tailored accountancy services for Bristol’s enterprises Tax and accounting is a big part of running any business, but finding the time to manage it can be a challenge. And with regular changes to the system and new laws introduced, it’s easy for things to get out of hand. Enjoy stability when it comes to your finances, thanks to Lloydbottoms. ​ We are one of Bristol’s go-to business accountants, well-known for providing a professional and dependable service. We are small business specialists with a client-first philosophy. ​ We work with established businesses, sole traders, charities , and start-up companies alike. No matter your businesses needs, you can count on the support of Lloydbottoms. Trust our team to help you: Manage your accounts more efficiently Help you to improve profitability Allow you to focus on what matters most Reduce your admin burden Reduce your tax liability Prevent the risk of late submission fines Modern accounting technology We use modern equipment and software to make tax management and accounting simpler and more convenient for our clients. We can provide remote cloud-based services, and are skilled in the likes of Sage and other accounting software. ​ However, we are more than comfortable receiving information in more traditional paper formats too! Chartered and accredited As chartered accountants, we are able to offer a wide range of business services. As members of the ICAEW (Institute of Chartered Accountants in England & Wales), you can trust us to provide genuine advice and support at all times. We are also proud members of ICAEW’s Business Advice Service. Need a dependable business accountant? Book a free consultation with Lloydbottoms: 0117 957 3537.

Profit forecasting for businesses Plan ahead with the support of Lloydbottoms Chartered Accountants. Speak to our team in Bristol to discuss your profit ambitions. Get in touch Plan for the year ahead and beyond Much like an effective cash flow plan, profit forecasting can help you get a better understanding of where your businesses could be, and what you need to achieve to ensure your success. At Lloydbottoms we offer tailored profit forecasting services to small businesses of all types, from sole traders to limited companies. ​ We have been trading since 1975, and can provide effective profit forecasts that really help you visualise your short and long-term financial goals. Based on data we will collect about your businesses, we can help provide forecasts at various intervals (e.g. 6 months, 12 months) How can a profit forecast help you Forecast and predict potential profit and/or losses Help investors identify when they may see healthy returns Support planned product/service launches Reduce future risks by planning ahead Better manage your cash flow Identify further areas for growth Allow you to allocate the right resources from the beginning Not just for established businesses If you are a new business, or are planning to turn your idea into reality, a profit forecast can still provide valuable information. Lloydbottoms can help produce a prospective forecast based on local and market data, current trends, and historical examples from your industry. ​ If you are applying for a business loan, a detailed forecast can help to make your offering a sounder investment for the bank. Whilst it won’t guarantee approval it can certainly demonstrate you have thought about what your business will look like in a year’s time or beyond. Arrange to speak to our advisors today: for services in Bristol call 0117 957 3537.

Get support with your VAT returns When it comes to VAT, accuracy and timekeeping is key. Trust the team at Lloydbottoms Chartered Accountants, Bristol to help. Book an appointment Personalised VAT support UK businesses are liable to pay Value Added Tax (VAT) when they earn over £85,000 in taxable turnover (unless exempt). It is often misunderstood, and many UK businesses end up over or underpaying VAT. Combined with the complicated nature of the tax system and HMRC, it’s always worth getting a professional’s opinion. ​ At Lloydbottoms we are able to offer tailored VAT return support to businesses in and around Bristol. If your business is VAT registered, it’s always worth speaking to one of our advisors. ​ We offer free initial assessments, and support all types of business from sole traders to limited companies. Based in Bristol, our team has decades of expertise, and is fully authorised and regulated by the Institute of Chartered Accountants in England & Wales. ​ In addition to VAT returns, we can provide businesses with payroll support and help with profit forecasting . Trust our team to assist with: VAT registration Planning and administration Completing and submitting VAT returns Preventing over or under-payment to HMRC Handling tax refunds Making Tax Digital compliant As of 2022, VAT-registered businesses have to comply with MTD (Making Tax Digital), meaning all VAT returns are submitted electronically (unless exempt), whether you earn over £85,000 or not. You can rest assured knowing that Lloydbottoms is fully MTD compliant, and will ensure any returns completed are correctly submitted. Time to tackle your tax? For services in and around Bristol, call Lloydbottoms today on 0117 957 3537.

From company accounts to personal tax, make us your number one choice Based in Staple Hill, Bristol, Lloydbottoms Chartered Accountants has been providing a wide range of accountancy services since we opened our doors. Get in touch with our team to arrange a consultation, or to learn more about what we can do for you. Get in touch Professional accountants, here to help With decades of expertise and a commitment to providing a dependable service, Lloydbottoms is the ideal choice for personal and business clients in the Bristol area. We are dedicated to providing tailored support, allowing clients to increase profits, better manage their business, or allow individuals to enjoy a more financially secure future. ​ Our friendly team and full range of services makes us a leading choice in the area. Whether you need one-off advice or ongoing support with your finances, Lloydbottoms is a name that you can trust. See how we can help you, then get in touch with our team. We offer free initial consultation, with no commitment to go ahead. A full range of Accountancy services For individuals Get tailored, personal tax advice and support Cashflow Enjoy a better understanding of your business’ income and expenditure For businesses VAT returns needn’t be a chore. Trust our team to help. Profit forecasts Plan ahead for the future and discover how profitable a potential venture could be Charities We can also assist charitable groups in the area. Payroll Ensure your employees are paid correctly and on time, with our support. A prompt and professional service We appreciate that you have deadlines, especially when it comes to taxes and payroll. You can count on our experienced team to have any paperwork submitted on time, preventing potential fines and saving you a massive headache. Lloydbottoms always provides a professional and courteous service, tailored to the needs of clients. We use cloud technology to provide a remote service, and can also visit site premises where appropriate or necessary, ensuring you can always enjoy a service that meets your needs. Need help with your company accounts? Speak to the professionals at Lloydbottoms on 0117 957 3537.

Dedicated bookkeepers in Bristol and South Gloucestershire Keep your finances in order with the support of Lloydbottoms Chartered Accountants. For professional bookkeeping, speak to a member of our team Get in touch Your trusted experts in account preparation. Regular and accurate bookkeeping is a must for any business, as it allows you to carefully track financial transactions, and obtain an indication of business performance. ​ Lloydbottoms are experienced chartered accountants, with a track record of successfully supporting clients throughout the Bristol area. By choosing us, you can enjoy a greater understanding of your business, and rest assured knowing the ins and outs of your finances are being overseen by an expert. ​ We offer free initial consultations, and can provide site visits where appropriate. You are also welcome to visit us, or trust us to handle everything remotely. ​ Our team can also assist with a wider range of business needs, including specialised services for charities and not-for-profit (NFP) organisations. Charities Comprehensive bookkeeping services Monitoring revenue and expenses Documenting assets and liabilities Quarterly and annual account reports Profit and loss statements Creating balance sheets Monitor business KPIs Preparation and submission of VAT returns A personalised approach to bookkeeping At Lloydbottoms we understand that every business is different. Our personalised approach, combined with decades of expertise and the latest bookkeeping software, allows us to offer an exceptional service to clients. By trusting us to help balance the books, you can focus on making your business a success. Choose dedicated bookkeepers in Bristol. Call 0117 957 3537 to arrange a free initial consultation.

Get accurate and insightful inheritance tax advice Understand and manage your inheritance tax burden with the support of Lloydbottoms Chartered Accountants. Speak to a member of our team in Bristol today. Contact us Inheritance tax, explained Also known as IHT, inheritance tax is a tax owed on your estate (the sum value of property, money, assets etc.) after you die. There is a tax-free amount of £325,000, with a further £175,000 (as of August 2023) if your primary residence is part of your estate, and it’s passed onto a child or grandchild. ​ Anything over this threshold is taxed at 40%, which means those inheriting large estates may find themselves with a rather significant tax bill. This is often paid out of the estate value or through a specialised loan. ​ At Lloydbottoms, we support individuals in planning their estate. Our goal is to help you manage your estate, and ensure those you care about can enjoy the full benefit of your will. Exemptions and reducing your bill As with many areas of tax, there are some exemptions. If you decide to leave your whole estate to a spouse or partner, or donate assets to certain charities, these beneficiaries won’t be taxed. ​ You can also reduce the tax burden on your loved ones by gifting assets in advance, or setting up trusts although you could end up paying more tax overall. ​ The team at Lloydbottoms will be more than happy to discuss your options, so that you can ensure your loved ones and other beneficiaries can enjoy as much of your estate as possible. Planning for the future At Lloydbottoms, we believe it’s never too early to start planning your estate. We offer personalised inheritance tax advice and support. A legally binding will ensures that, when you pass, your assets are fairly and correctly distributed to individuals and causes that you care about. While we don't get directly involved with will making, we can offer all the inheritance and tax advice you need. We can also assist with: Capital Gains Tax Self-assessment tax returns Bookkeeping Discuss inheritance tax with our team today. Call us now, on 0117 957 3537.

Tailored payroll management services Ensure employees are paid correctly and on time thanks to Lloydbottoms Chartered Accountants in Staple Hill, Bristol. Discuss your payroll needs with a member of our team today. Contact us Let us focus on pay, so you can focus on what matters most Paying employees correctly and on time is a must for businesses, but finding time to do so – especially if you don’t have a dedicated finance team - can be a challenge. Fortunately, Lloydbottoms is well-versed in payroll management. ​ We tailor our services primarily to small businesses, so whether you have a handful of employees or up to 50, you can trust our specialists to provide a professional and reliable payroll management service. By allowing us to handle your payroll, you can focus on running and growing your business. ​ We have over four decades worth of industry experience, and offer free initial consultations. Based in Bristol, we offer our services throughout the area. Much of our work is done remotely. Trust our specialists to help with Payroll/payslip administration PAYE and NI payment calculations Statutory sick pay Maternity pay End of employment pay Pension administration We welcome all feedback Have we recently helped you with your payroll needs? At Lloydbottoms we value all feedback. If we have supported you or your business recently, be sure to review us today on Yell. Do you run a bonus scheme? In addition to our routine payroll services, we can also support businesses with pay-based incentives. Whether you reward productivity, sales, quality or all of these and more, we can take your performance data and administer pay-based incentive rewards and bonus payments as often as required. For professional payroll support in the Bristol area, contact Lloydbottoms: 0117 957 3537.

Personalised support with Capital Gains Tax Trust the team at Lloydbottoms Chartered Accountants to provide tailored support when it comes to your tax return. For services in Bristol and across South Gloucestershire, get in touch with our team. Speak to us What is a capital gain? Simply put, a capital gain is when you sell an asset for an increased price. For example, if you bought a classic car for £10,000 then sold it for £35,000, you’ve made a gain of £25,000. This gain would be susceptible to taxation. ​ Capital Gains Tax also applies if you dispose of the asset in other ways, such as gifting, trading or receiving compensation (such as an insurance payout). ​ ​ At Lloydbottoms, we offer professional, independent advice to clients, allowing them to understand and manage their tax obligations when it comes to selling assets, whether as a one-off sale or an ongoing investment plan. We can help you understand your tax bill, and identify possible avenues to minimise your tax burden (such as business asset disposal relief). What counts as an asset? An asset is a catch-all term for any item sold with the intention of making a profit. This could be: A piece of rare art A car Property Shares (Non ISA/PEP) Business assets Personal possessions valued at over £6000 Are there exemptions? There are certain types of asset which are exempt from Capital Gains tax. Gifts to a husband, wife or civil partner are exempt, as are ISAs, PEPs, government gilts and premium bonds. Assets which are inherited are covered by inheritance tax (unless you then dispose of it). If you are unsure if an asset is exempt, our helpful team will be more than happy to offer advice on the matter. We can also help you with: Inheritance tax Pension planning Self-assessment tax returns Manage your assets more effectively with the help of Lloydbottoms. For Capital Gains Tax advice, call our team in Bristol: 0117 957 3537.