Meeting your needs & helping you build your business
Helping you take control of your day-to-day finances
Informing your decisions with management reporting
Understand your business performance with the support of experts.
Helping you comply, and providing practical advice
Providing peace of mind, with precision
Meeting the specific requirements of your sector
Helping you keep on top of your accounts and cash flow
Interact with your data online, anytime, anywhere
Ongoing support for your accountancy software package
Manage your accounts with Sage’s upgraded software package
Cloud-based accounting to improve efficiency and flexibility
System add-ons and apps tailored to meet clients’ accounting software needs
Recommended add-ons to improve your accounting software
The switch towards digital services and cloud technology
Simplifying complex staff pay, tax and HR requirements
Enabling you to get more out of Sage
Third-party apps for Xero and QuickBooks
Helping your business run more smoothly
When advising our clients we aim to deliver the best service and provide the best outcome.
Supporting you and your workforce through relocation and transitions
Helping business and landlords with legal disputes
Helping you understand individual rights, and avoid disputes
Ensuring you have the right papers for the right people
Helping you to be fair and flexible
Maintaining stability as your business moves on
Helping you to help yourself
Guiding you on any situation
Finding the right way to resolve difficult situations
Helping you deal with all aspects of ending contracts
Creating the right conditions for your teams
Helping couples through separation or divorce
Advising on commercial disagreements
Making sense of the family law process
Helping you get the right support after an accident
Estimating what your business is worth
Reliable recovery advice when you need it most
Giving you practical advice and answers
Helping achieve a positive outcome
Details of fees and expenses
Reassuring help through insolvency or financial difficulty
Escalate accountancy led commercial dispute resolution
Working with you to entering the UK market
Giving you the tools to thrive in the UK market
Helping you consider the UK tax implications
Supporting your success through specialist offshore services
Helping you thrive in the region
Helping you prosper in our country
Ensuring you benefit from the best international rates
Creating opportunities through international connections
Helping reduce your administrative burden
Ensuring you maintain a healthy cash flow
Adding the right skills to your workforce
Supporting you to do the best for your staff
Saving you time; ensuring compliance, accuracy and efficiency
Providing the full range of support & services you need
Helping you navigate all the options
Ensuring your way of life is always as you want it
Helping you look forward to the future
Making the most of your investments
Helping you do more than comply with the regulations
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Strengthen your case for securing growth capital on the right terms
Ensure new markets add value to your business
Understand your opportunity to expand abroad
Connecting the right parties
Helping you make better decisions
Pick the right growth strategies
Setting the right direction for your business
Helping you understand what your business is worth
Helping you develop a clear plan and put it into action
Helping you get the facts when you acquire a business
Planning how to expand and improve
Helping you plan and raise finance for transferring a business
Advising you on developing or growing your business by teaming up with others
Helping ambitious businesses and forward-thinking funders
Angel and crowd funding for extraordinary entrepreneurs
Helping scalable early-stage businesses thrive
Supporting you through the sales process, and helping you achieve the best value
Helping you enter new markets safely and profitably
Ensuring you comply with regulations and helping you manage your VAT
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Helping your international business assess arms-length relationships and tax risks
Helping you make the most of the tax incentives available to you
Making sense of your UK personal tax reporting, and ensuring you pay the right amount.
Reducing the impact of a current or future tax investigation
Minimising your risk with the best possible representation
Thinking ahead to help you structure your transactions effectively
Information you provide will be retained in accordance with our data retention policy.
The purpose of CDD is to confirm your identity as a client. We will do so through a number of means including searching of electronic databases, requesting formal documents from both you and from independent sources.
For some clients, information we have gathered or provided by you may require us to ask further questions or require further evidence from you. We try and keep our requests to a minimum but we do need to meet our legal obligations.
Please note that we are unable to provide the services you require from us until we have satisfactorily completed our client identification and verification procedures.
We will request a form of photo ID, usually a current passport, picture driving licence or photo national Identity card. In some cases we may request proof of address (usually a utility bill less than 3 months old).
We prefer to see the original documents, but where this is not possible, we will accept certified copies. These copies must be certified as a true copy and the picture a true likeness. We will send you an ID certification form for your use should this be the case.
For individuals resident in the UK we can use electronic data checking to assist us with ID verification. Such checks leave a light footprint, different to that left by a credit check. We will advise you if we propose undertaking such a check. If the check is able to return a verified result formal copies of documents, as mentioned above, may not be needed.
For incorporated entities, in addition to confirming details regarding the entity itself we need to understand and verify any beneficial owners (own or control more than 25% of the voting rights or are entitled to more than 25% of the profits) or, if none those individuals that run and control the entity.
If the entity is part of a group will request a copy of the group structure initially and then, depending on the structure, will request information as we require.
We will try to verify the identity of incorporated entities by reference to the relevant company regulator’s register first. For companies not incorporated in the UK, while we may be able to obtain some information directly ourselves, it’s likely that will be contacting you to provide verification documentation. Such documents may include certificates of incorporation, memorandum & articles of association (or other constitution documents), and directors and shareholder/member registers. If these are not produce in English we will require the copies to be translated and certified accordingly.
We acknowledge that not all individuals will be able to provide our preferred documents, or that you may be charity, trust or other entity type. Your contact at Price Bailey will be able to advise you of alternative documents we can accept to meet our legal CDD requirements or you can contact the Price Bailey Compliance team at email@example.com.
A trustee’s experience
Interview: Martin Clapson discusses whether staff need to return to the office right now on BBC Radio Cambridgeshire
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