Family Investment Companies
Family wealth. A shared vision.
A private company that lets a family hold and grow investments together, with clear rules on ownership and control.
- Family ownership
- Investment structure
- Succession planning
Numbers handled with care.
An independent accountancy practice advising businesses, landlords and private individuals across the UK — quietly, precisely, and always in plain English.
From April 2026, MTD for Income Tax changes how sole traders and landlords report to HMRC. We'll move you onto compliant digital records calmly, well ahead of the deadline.
Your affairs handled by a director from the outset, with a single point of contact who knows your business.
Straightforward advice, free from jargon. Complex issues explained clearly and concisely.
Transparent pricing agreed in advance, with no unexpected charges.
Forward-looking advice, careful planning, and timely action before issues arise.
A free, no-obligation call to understand your situation and what you need.
A clear scope and a fixed fee, in writing, within two working days.
Secure document exchange, HMRC authorisation and a smooth handover from any previous accountant.
Deadlines met, records current, and advice on hand throughout the year.
A short conversation is all it takes to know whether we're the right fit.
Arrange a consultationCompliance, accounts and considered advice for businesses, landlords and private individuals across the UK — each delivered to the same standard of care, so you profit from our experience.
Your Self Assessment return prepared accurately and filed with HMRC well before the deadline — never in a January panic. We review your position as a whole, so allowances and reliefs that are easy to miss are properly claimed.
Year-end statutory accounts prepared to standard and filed with Companies House, alongside your CT600 corporation tax return to HMRC. We don't just file — we walk you through what the numbers say about the business.
From registration to quarterly returns, VAT handled without drama — including choosing the right scheme for your circumstances. With MTD for Income Tax live since April 2026 (and from April 2027 for incomes over £30,000), we move clients onto compliant digital record-keeping early, so the change is a non-event.
Records kept clean and current on Xero or QuickBooks, reconciled monthly. Good bookkeeping is the quiet foundation of everything else — accurate VAT, painless year-ends, and decisions made on real numbers rather than guesses.
Payroll run accurately and on time, every time — payslips issued, RTI submissions made, and pensions auto-enrolment kept compliant. For construction, CIS deductions and monthly returns handled end to end.
Starting a company, restructuring one, or weighing a significant decision — we set things up correctly from the beginning and remain a sounding board as the business grows. Considered advice, given plainly.
For more significant decisions, planning that looks beyond the next return. We advise on restructuring a company for efficiency and on protecting family wealth across generations — drawing on years of experience to find the route that genuinely serves you.
Trusts remain one of the most effective ways to protect and pass on assets — when set up and administered correctly. We advise on the right structure for your circumstances and handle the ongoing compliance with discretion.
Family wealth. A shared vision.
A private company that lets a family hold and grow investments together, with clear rules on ownership and control.
Plan today. Care for tomorrow.
A clear view of your estate and the options available, so the people you care about are looked after.
Your wishes. The next generation.
Advice on setting up a trust, then its accounts and tax returns year after year.
A clearer structure. A stronger foundation.
A review of how your companies are owned and organised, so the group fits your long-term plans.
Understand your options. Plan your next step.
A calm, confidential review of a difficult position and the routes that may be available.
We work with a licensed insolvency practitioner for formal insolvency procedures.
Arrange a consultation
Your next chapter. In Dubai.
Guidance on setting up a company in Dubai and how it fits with your UK position.

For GPs — salaried, partner or locum — hospital doctors, consultants, dentists and other healthcare professionals in private practice. NHS and private income, pension tax and practice finances, handled together and in plain English.
NHS and private income brought together in one accurate Self Assessment return, with tax codes checked across employments and professional subscriptions properly claimed.
Accounts for self-employed GP locums and dental associates — income recorded, allowable expenses claimed, payments on account planned, and digital records ready for Making Tax Digital.
Support with annual allowance checks, including the tapered allowance, so any pension tax charge is identified early and reported correctly. Tax guidance only, not regulated financial advice.
Starting or expanding private work? Clear advice on sole trader versus limited company, then the accounts and returns that follow — handled for you.
Year-end accounts for GP and dental practices, the partnership tax return, and each partner's Self Assessment prepared alongside — with management accounts on request.
PAYE payroll for practice staff, RTI submissions and pensions auto-enrolment, with bookkeeping kept current on Xero or QuickBooks.
Tell us your situation — we'll tell you honestly what's required, and what isn't.
Arrange a consultationWe believe accountancy is at its best when advice is personal, considered, and delivered by people who know your affairs inside out.
That is why we remain a small, director-led practice: providing direct access, technical expertise, and the continuity of service that larger firms often struggle to offer.
We act for owner-managed businesses, landlords, contractors and private individuals across the UK — so that, year after year, our clients profit from our experience.
Most of our clients come to us by recommendation, and most stay for years. We think that's because of how we work: one point of contact, fixed fees agreed upfront, deadlines met without being chased, and advice given in plain English.
We're a digital practice by conviction — records kept on Xero and QuickBooks, documents exchanged securely, and clients ready for Making Tax Digital long before HMRC requires it.
Complete confidentiality, absolute professionalism, and respect for your privacy at every stage.
Meticulous work, careful judgement, and unwavering attention to detail.
Clear, honest advice given in your best interests.
A short conversation, no obligation — just an honest view of your situation.
Get in touchTell us briefly what you need. We'll respond within one working day and arrange an initial discussion.
Confidential, without obligation, and free of charge.
How Aurum Tax Ltd collects, uses and protects personal information when you visit this website or get in touch with us.
Last updated: 8 October 2026
Aurum Tax Ltd (“Aurum Tax”, “we”, “us”) is the controller of the personal information described in this notice. We are a private limited company registered in England and Wales, company number 11491503, with our registered office at Richmond House, 50 Tontine Street, Blackburn BB1 7ED. We are registered with the Information Commissioner’s Office (ICO).
If you have any questions about this notice or about how we handle your information, email team@aurumtax.co.uk or call 01254 916 919.
You do not have to give us any personal information. However, we need your name, email address and message to reply to your enquiry, and the form cannot be sent without them; your telephone number is optional. You can also contact us by email or telephone instead.
Please do not include sensitive details, such as health information or bank account numbers, in the contact form. If you become a client, we will ask for the information we need at that stage.
We never sell personal information, and we do not make decisions about you based solely on automated processing that have legal or similarly significant effects on you.
If you engage us, we will use further information to provide our services and to meet our legal and regulatory obligations, including anti-money laundering checks. The law requires us to collect certain information, such as proof of your identity, and we cannot act for you without it. We will give you further information about how we use your personal information before we collect it for these purposes.
We share personal information with:
Some of our service providers, including our website host Netlify, Inc., are based in the United States or use servers outside the UK. This means that information you submit through this website, and the technical information recorded in server logs, may be processed outside the UK. Where this happens, we rely on the protections provided for by UK data protection law, such as UK adequacy regulations or approved international data transfer clauses. You can ask us for details of the safeguards that apply, including a copy where relevant, by emailing team@aurumtax.co.uk.
This website does not use cookies or any similar technology that stores or reads information on your device. We do not use advertising or social media tracking tools, or analytics tools that run in your browser, and the website does not load content from other websites. That is why you will not see a cookie banner.
Under UK data protection law, you have the right to:
Your right to object: where we use your information on the basis of our legitimate interests, you have the right to object at any time.
Some of these rights apply only in certain circumstances. To make a request, email team@aurumtax.co.uk. We will respond without undue delay and within one month. If your request is complex, we may extend this by up to two further months, and we will tell you within the first month if we need to. You do not normally have to pay a fee.
If you are unhappy with how we have handled your information, please contact us first so that we can put things right. You also have the right to complain to the Information Commissioner’s Office (ICO), the UK’s data protection regulator, at ico.org.uk or on 0303 123 1113.
This website is served over an encrypted connection (HTTPS), and we take appropriate technical and organisational measures to protect the personal information we hold.
We may update this notice from time to time, and the latest version will always be on this page. If we plan to use your personal information for a new purpose, we will tell you before we do so.
We agree a fixed fee in advance, with no unexpected charges.
The deadline for filing an online Self Assessment tax return is 31 January following the end of the tax year.
From April 2026, sole traders and landlords with qualifying income over £50,000 must use Making Tax Digital for Income Tax. From April 2027, this applies to those with qualifying income over £30,000.
Yes. With your authority, we contact your current accountant, collect the records and handle the HMRC authorisations.
The right structure depends on your circumstances. We can advise on sole trader versus limited company and help set it up correctly.
Yes. We help landlords with rental income, Self Assessment, and capital gains tax calculations and reporting.
Yes. We handle CIS registration, deductions and monthly returns for construction businesses.
Yes. We are a digital practice and work with businesses, landlords, contractors and private individuals across the UK.