A statutory audit is a legal requirement for certain businesses, depending on their size, industry, or specific stakeholder needs.
In addition to meeting compliance and legal obligations, an audit provides assurance and credibility—giving stakeholders confidence that the company’s financial statements are accurate, free from material error, and have been thoroughly reviewed.
Many businesses may not realise that audited accounts can also strengthen relationships with banks, employees, insurers, and HMRC by demonstrating transparency and financial integrity.
Voluntary Liquidation
We support businesses that choose to voluntarily wind up their operations. Our team provides clear guidance on legal obligations, prepares all necessary documentation, and ensures the process is carried out in line with current regulations—streamlining the experience from start to finish.
Creditors' Voluntary Liquidation (CVL)
For companies that are insolvent and unable to meet their financial obligations, we offer professional assistance in initiating a CVL. We work alongside creditors and insolvency practitioners to ensure assets are distributed fairly, transparently, and in accordance with legal frameworks
Members' Voluntary Liquidation (MVL)
For solvent companies wishing to terminate operations, we provide expert support in carrying out an MVL. We handle the required documentation, assist with asset realisation, and ensure proceeds are distributed to shareholders while meeting all statutory obligations
Asset Realisation
We help businesses efficiently sell and realise the value of their assets—including property, equipment, inventory, and intellectual property. Our goal is to maximise asset recovery and returns for creditors and stakeholders
Compliance and Legal Support
Throughout the liquidation process, we provide comprehensive compliance and legal guidance. Our team works closely with insolvency practitioners, legal advisors, and regulatory bodies to ensure every action taken is legally sound and fully compliant
Stakeholder Communication
We understand the importance of clear, transparent communication throughout the liquidation process. We assist with communications to employees, creditors, shareholders, and regulators—keeping all parties informed of progress and outcomes.
Our primary aim is to guide businesses through liquidation with professionalism, integrity, and a focus on achieving the best possible results for everyone involved.
Get in touch to find out how we can help you make informed decisions.
Registered Office Service
Every limited company must have a registered office address where important communications from Companies House and HMRC are sent. We offer registered office services at our Milton Keynes and Peterborough locations, with secure mail handling and prompt forwarding of statutory post.
Please note: This service cannot be used for trading, advertising, or as an accommodation address.
We do not forward junk mail.
Find out how we can assist you to support your business.
Simplifying Pensions
Under auto-enrolment legislation, UK employers must enrol eligible staff into a workplace pension scheme and contribute to it. Failing to meet these legal duties can result in fines from The Pensions Regulator.
We help businesses set up and manage pension schemes with ease, ensuring compliance and peace of mind. Whether you’re approaching your Staging Date or planning to hire new staff, we can get your pension scheme up and running when you're ready.
Let us handle your payroll and pension needs—so you can focus on growing your business.
Expert Audits with Minimal Disruption
At Moneywize Accountants & Tax Advisors, we partner with Georghiades & Associates, a trusted firm of auditors with a combined 30 years of industry experience. Their team of highly qualified professionals ensures that the audit process is smooth, efficient, and causes minimal disruption to your day-to-day operations.
We are committed to helping businesses meet their statutory obligations while adding value through independent financial assurance.
Bookkeeping Services
Our management accounts service gives you timely, accurate financial reports and insights to support better decision‑making and strategic planning.
We go beyond standard statements with:
- Regular profit & loss, balance sheet, and cash flow reporting
- In‑depth performance analysis to spot trends and opportunities
- Budgeting, forecasting, and cash flow management for stability
- KPI tracking tailored to your business goals
We also assist with funding applications, attend meetings on your behalf, and provide expert advice to help your business grow with confidence.
We’ll handle the rest—recording your transactions and giving you 24/7 access to your accounts—so you can focus on what matters most.
Management Accounts Services
At Moneywize Accountants & Tax Advisors, our management accounts services provide business owners with timely, accurate financial reporting and analysis to support informed decision-making and strategic planning.
We go beyond basic financial statements, offering:
- Financial Reporting: Regular profit and loss statements, balance sheets, and cash flow reports.
- Performance Analysis: In-depth analysis to identify trends, strengths, and areas for improvement.
- Budgeting & Forecasting: Support in setting financial goals, creating budgets, and projecting future performance.
- Cash Flow Management: Monitoring cash flow to avoid shortfalls and improve financial stability.
- KPI Monitoring: Establishing and tracking key performance indicators tailored to your business goals.
We also assist with loan and mortgage applications, meet with your bank on your behalf, attend board meetings, and provide advice on a wide range of financial matters.
Tax Advice and Planning
While HMRC offers general tax guidance, they don’t advise on optimising your tax position. We provide personalised tax planning reviews to ensure you pay only what you legally owe—no more. Our tailored strategies identify tax-saving opportunities specific to your situation and industry.
Key Areas of Tax Planning:
- R&D Tax Credits: Support for companies investing in innovative science or technology projects, including claims for unsuccessful projects.
- SEIS & EIS Investment Schemes: Tax reliefs for early investors in start-ups and growing businesses, with assistance on applications and compliance.
- Capital Gains Tax (CGT): Expert guidance to reduce CGT liability on assets like property, stocks, or business sales, through reliefs and exemptions.
- Inheritance Tax (IHT) Planning: Strategies including wills, trusts, and gifts to protect your estate from significant tax charges and preserve your legacy.
Tax Investigations
HMRC has significantly increased its efforts to tackle tax avoidance, using advanced data analysis and interrogation tools to identify potential issues. With greater access to financial information, HMRC investigations have become more frequent and sophisticated.
At Moneywize Accountants & Tax Advisors, we understand the stress and complexity that HMRC enquiries can cause. Our experienced team knows how tax inspectors think and what HMRC expects. We manage investigations with minimal disruption to your business and have a strong track record of achieving positive or mutually agreed outcomes—over 90% success across self-assessment, PAYE, VAT, and other tax investigations.
Let us help you navigate HMRC investigations with confidence and peace of mind.
Inheritance Tax & Probate
We understand that navigating inheritance tax (IHT) and probate can be complex, emotional, and overwhelming. Our goal is to provide clear, practical advice to make the process as straightforward and stress-free as possible.
Inheritance Tax (IHT):
IHT applies to the transfer of assets after death, including property, investments, and personal belongings. With careful planning—such as gifts, trusts, and use of exemptions—you can significantly reduce your estate’s tax liability.
Probate:
Probate is the legal process of managing and distributing a person’s estate, including validating wills, settling debts, and transferring assets to beneficiaries.
We provide clear guidance and tailored strategies to protect your assets, minimise tax, and ensure your estate is handled smoothly and according to your wishes.
Accounting
Comprehensive accounting services to help you manage your finances with accuracy and confidence. From bookkeeping and financial reporting to compliance and strategic advice, we keep your numbers in order so you can focus on growing your business.
Business Planning and Consultancy
Whether you’re starting up or growing your business, a clear plan is essential to turn your ideas into reality. We help you create professional business plans with solid financials and clear goals—perfect for securing funding and driving growth.
Payroll & Pension
As your business grows, managing payroll and pensions can become time-consuming and stressful. We offer flexible payroll solutions and handle auto-enrolment pensions—keeping you compliant and freeing up your time to focus on your business.
Tax
At Moneywize Accountants, we take the stress out of tax season with expert planning, accurate filing, and strategies designed to keep you compliant while maximizing your savings.
Company Secretarial Services
Staying compliant with company regulations can be time-consuming and stressful. At Moneywize Accountants & Tax Advisors, we take care of your company secretarial duties—so you can focus on running your business. Let us handle the paperwork and keep your business on track.
Company Liquidation Service
Offering expert support to businesses going through liquidation, helping to make the process smooth, compliant, and hassle-free. Our goal is to guide you through every step with professionalism and care.
Audits
Some businesses are legally required to have a statutory audit based on their size, industry, or stakeholder needs. We work with trusted auditors, Georghiades & Associates, to deliver thorough audits with minimal disruption to your business.
Audit is an important requirement that is needed to review and assess the accounts and records of a business.
Finance Director/ CFO
Moneywize Accountants offers innovative, knowledgeable and commercially astute CFOs with hands-on experience of handling the financial challenges your business might face. part-time, monthly, or for specific projects.
.png)