Tax & Financial Advice

Fixed prices or percentage based

Any sized business or individuals

Full communication with HMRC on your behalf

Fordham Investment Services

Our regulated services are offered through our sister company Fordham Investment services. We offer advice on a wide range of topics:

  • Investments
  • Pensions
  • Insurances
  • Commercial finance


If any of these are relevant for you we will issue a separate letter of engagement explaining our services and how we undertake regulated advice. 

Fordham Investment Services (FIS) is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421. Head Office First Floor Princess Caroline House 1 High Street Southend on Sea Essex SS1 1JE. Co registration Number 5520001

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EIS / SEIS

If you’re a new company looking to raise money, the government offers generous tax breaks to potential investors. We can help you with getting advanced assurance and statements of compliance to help you unlock the investment your business needs to grow. Alternatively, if you’re a tax payer looking for ways to minimise your tax bill ask about Enterprise investment schemes and we can walk you through how to get as much as 50% of your investment back in tax relief.

High Net worth estate planning

With the continued increase in house prices, more and more families are finding themselves within reach of the inheritance tax bracket. To many this is often a shock. We can assist you and your family by planning in advance to minimise inheritance tax payable by use of gifts and a wide range of trusts.

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R & D

Has your business been involved in research and development? Many companies invest large sums in projects without being aware of the tax breaks that could be worth tens of thousands. We offer free consultations to establish whether your business meets the criteria and then take you through the process from start to finish. 

The R&D Process

We meet with you and your team for a free initial consultation. It’s at this point we work out if there is a claim to be made and the extent of the works.

After deciding there is valid Research & Development being conducted, we go work on producing a technical report. Laying out your project for HMRC’s claims department.

With the supporting documentation complete, we then attach and submit to your CT600 form. Our support doesn’t end there. We will liaise with HMRC should they require any further documentation and evidence to support your claim.

With any remaining HMRC queries answered the remaining tax bill is settled with HMRC. Should you be due a repayment, this will be made into your nominated bank account.

Get in touch for help with

Bookkeeping, Payroll, Accounting and Tax Consultancy
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Registered in England and Wales number 11234869
Licenced by The Certified Public Accountants Association under membership number 07341019A
& International Association of Bookkeepers No. 2075.

Get in touch

100 Clay Street, Soham, Ely,
Cambridgeshire, CB7 5HL
01223 911103
mail@fordhamfinance.co.uk

Penstraze Business Centre, Truro,
Cornwall, TR4 8PN
0330 223 4044
mail@fordhamfinance.co.uk

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