Ormerod Rutter

An independent audit of your annual accounts should be about more than meeting statutory requirements. Whether it is a statutory requirement, you want to add credibility to your financial statements or you’re seeking an objective opinion to help you grow, our experienced team offers a range of tailored audit support. As the regulatory and legislative environments are endlessly developing and changing, it is vital that businesses obtain supportive advice to stay ahead.

At Ormerod Rutter. . .
We believe that every business is unique and we provide tailored assurance services to suit the needs of each client. We also believe that the value of audit is a means of preserving the credibility of the business. For an owner-manager, a professionally conducted audit is a vital business control and is part of our overall service approach to your business.

Together, audit and other assurance services play a central role in the successful management of an organisation, none more so than when auditors establish an effective working relationship based on trust and respect. Our audit clients range from private, entrepreneurial companies through to subsidiaries of overseas listed groups.

We are here to offer a service that deals with the necessary administration and record keeping required to keep your business running smoothly. We can help you streamline your bookkeeping process: providing clarity, accuracy, and organisation.

At Ormerod Rutter . . .
Our bookkeeping services ensure that you will have up-to-date records and accurate figures at your convenience. We also offer on-site services for larger clients and quarterly management accounts for those who require up-to-date reporting on their company’s performance.

Our team specialises in all levels of Company Secretarial services. Whether you are just setting up a limited company or an LLP, starting out in business or a well-established firm with a number of years experience, we understand that there are times when you may need a little extra help with that statutory paperwork.

At Ormerod Rutter. . .
We can help take some of that extra work off your hands with our company secretarial services, giving you back some very valuable time to get on with other areas of your business. Following an initial consultation, we can advise you on keeping your legal obligations up to date. Then all you need to do is leave everything in our capable hands. Find out what we can do for your business

As a business manager keeping up with new company legislations can be time-consuming and complicated especially when deadlines need to be met. In addition, trying to stay on top of all those associated administrative tasks can be a real burden on your time. We can advise you of your obligations under the Companies Act, make sure that your company remains compliant or simply reduce your day to day administrative burden.

Whether you want to acquire a new business, sell one you own, finance an acquisition, fund business growth or execute a management buy-out/in, our expert Corporate Finance team can provide the practical advice and support you need to meet your goals.

At Ormerod Rutter . . .
Our specialists have many years of practical experience and will work alongside you every step of the way, from developing a strategy and initial pre-deal evaluations to completion and post-deal support. We aim to understand your business needs and personal goals and work hard to make them a reality.

Cryptocurrencies are becoming increasingly popular as part of an investment portfolio for individuals.

Despite this, the tax treatments are not commonly known and it's always important to have an understanding of tax before making such investments.

In December 2019, HMRC updated their Paper Policy on the taxation of cryptoassets.

We are currently working with a number of clients who have invested in cryptoassets, both as investments and as income generating trades.

If you are an existing investor looking for advice on the tax treatment that relates to your personal circumstances, or a new investor considering how to invest; please contact us to discuss matters further.



At Ormerod Rutter. . .
We are able to answer your queries regarding tax within the cryptocurrency trading market.

Depending on your activity you may have to pay tax as Personal Income Tax, Capital Gains Tax or Corporation Tax.

If you’re choosing an accounting system for the first time, looking for advice on how to use your existing software more effectively, or it’s time to upgrade, we can help you find the right software solution for your business. There’s a wide range of choice available and the right platform for you will depend on the size and structure of your business and your personal preference.

At Ormerod Rutter. . .
We ensure you get the best accounting software for your needs or make the most of your existing software with staff training. We can also provide support and training for your staff to use the systems efficiently and effectively.

Making Tax Digital, or MTD, is a HMRC initiative designed to move the UK tax system online. HMRC aims to become ‘one of the most digitally-advanced tax administrations in the world’ and has introduced MTD to make fundamental changes to the current ways of working. It will bring an end to self-assessment and make UK tax administration:

More effective - Tax recording will be more accurate, with fewer opportunities for mistakes or miscalculations.

Easier for taxpayers to make accurate tax calculations - By using software to record and submit their tax returns online.

More efficient - The overall process will be slicker and more automated for everybody involved in tax affairs, including businesses, accountants and HMRC

The first stage in this process is Making Tax Digital for VAT only, effective from 1st April 2019



At Ormerod Rutter . . .
Our Making Tax Digital support team are experienced in advising on practical and cost-effective solutions, tailored to your business circumstances and resources; by partnering with selected software providers and utilising the best in bookkeeping, reporting and training personnel you can be certain that you will be compliant in the most efficient method for you.

We provide a comprehensive yet flexible payroll service tailored to each of our client’s specific requirements, so they can dedicate their time to their core businesses.


At Ormerod Ruttter . . .
We provide a personal service to all our clients, big or small and make sure the Payroll process is both compliant and pain free.

Research and Development (R&D) Tax Relief is a valuable government subsidy designed to financially reward innovative UK businesses. R&D tax credits can be a valuable source of funding for many businesses, with the average claim for an SME estimated at over £46,000.

The scheme is available to virtually every industry, and any business which is undertaking some form of innovation may be able to qualify. Businesses can claim tax relief on costs incurred by qualifying research and development activities to develop new technologies or substantially improve products, processes, devices, materials and/or services. It's not all about men with white coats and test tubes.

At Ormerod Rutter . . .
We are working with our sister company Templeton R&D Ltd to assist businesses with their claims and combining technical expertise with Tax expertise.

If you are a Landlord, Residents Management Company, Property Managing Agent or Right To Manage (RTM) Company then you are required to prepare service charge accounts for any property containing 5 or more residential units. For properties with fewer than 5 units, tenants may request service charge accounts. Accounting for service charges in the property sector is a highly specialist area.

At Ormerod Rutter. . .
Our expert property team have extensive experience in providing this service for small to medium size developments to large complexes.

We pride ourselves on our accurate, effective and timely approach to making even the most complicated accounts transparent and understandable, whilst remaining compliant.

Getting your tax affairs right has never been more important, and our tax specialists can help you. HMRC are tightening the rules and penalties are getting stricter. Our experts can help you cut through the jargon to make sure your personal and/or corporate tax affairs are legal and accurate, ensuring that you never pay any more tax than you absolutely have to.

At Ormerod Rutter . . .
Our tax specialists will work with you to structure your affairs in the most tax efficient way and advise on all aspects of tax planning and compliance, giving you the peace of mind that you'll never miss a deadline.

The rules on tax residence for individuals and businesses are very complicated.
When tax affairs cross international borders, specialist expertise and experience is essential to make sure you stay compliant and that your affairs are as efficient as possible.

At Ormerod Rutter. . .
Our our tax specialists have extensive knowledge of UK and international tax law, along with access to a global network of experts through our membership of the Integrated Advisory Group.
That means we can handle even the most complex of international tax cases, keeping your affairs compliant, efficient and as straightforward as possible.

Tax Investigations can be intimidating, and with HMRC growing more powerful, an investigation into your affairs is more likely than ever - even if you've paid all your tax.

Although we work hard to keep your tax affairs in order, compliance doesn’t necessarily keep you safe from an enquiry.

At Ormerod Rutter . . .
Our expert team is on-hand to guide you through the process if you are unlucky enough to have your business investigated by HMRC. Our knowledge and experience of dealing with HMRC at all levels will ensure you achieve the best possible outcome. Even if your records are in order and you have paid all your tax, the cost of preparing and presenting your case for investigation can be an unwanted and expensive overhead.

Value Added Tax affects the majority of UK trading businesses, but as a busy business leader, the extra burden of administering VAT is something you could do without.

At Ormerod Rutter . . .
Our expert team offer an extensive range of VAT services tailored to your needs, so you can spend your time focusing on what you do best. VAT legislation is highly complex and can be difficult to understand, which means that some businesses unintentionally under- or overpay their VAT. With the right support, you can rest assured that you’re meeting the statutory requirements and not paying any more VAT than you need to.

You work hard for your money. We’re here to make sure it works just as hard for you. Whether your wealth comes from building a business, successful investments or family inheritance, robust and tax efficient planning is essential for protecting your assets. You might be looking to enjoy the wealth you’ve built during your lifetime or seeking to protect it for the future.

At Ormerod Rutter . . .
Our specialist team are here to understand your goals and put the right estate plans in place to help you achieve them.

Workplace pensions, also known as Auto Enrolment is a government initiative aimed at helping more people save for their retirement with a pension scheme. All employers in the UK are required to have a suitable workplace pension scheme in place for qualifying employees. Auto Enrolment affects all businesses with employees, regardless of the size of your company. You’ll need to make sure you and your business comply with the Auto Enrolment rules, our sister company, Pension-able can manage this for you.

At Pension-able . . .
They are able to provide you with Auto Enrolment support.

We have embraced the digital world. Doing so allows us to offer our services to clients regardless of where they are based.

We use the latest software, technology, and processes, allowing us to spend more time getting to know you and your business, offer proactive advice and provide those little extras which make us stand out from the rest.

We provide all the services expected as a highly regarded chartered accountancy practice and can also deliver those services through the latest technology offering a high-quality digital accountancy service.

We believe in a personal approach. You will always deal with one of the Partners as your primary contact, ensuring you get the highest standard of service and advice from someone who understands your business.

Everything we use or deliver within OR Digital Accountancy – whether that is accounting software, payroll, or communications with our clients – is operated through the cloud. We carefully select who we partner with, ensuring a high-quality, secure service.

Whilst we work on all Cloud based accounting software, we are proud of our achievements where all our technical staff are Xero certified and in earning Xero Platinum Partner status.

Are you ready to make the switch to a modern, proactive accountants?