Construction Firm Saves £15,000 Through Tax Planning

Sector: Property & Construction
Challenge: A growing Norwich-based construction company was paying more tax than necessary due to a lack of proactive planning and underutilised capital allowances.

What we did: Our team conducted a full review of the business structure, identified unclaimed capital allowances on plant and equipment, and restructured the director’s remuneration to optimise tax efficiency.

Result: The client saved over £15,000 in their first year and now has a clear tax planning strategy that continues to deliver savings year on year.

Dental Practice Streamlines Finances with Cloud Accounting

Sector: Healthcare & Dental
Challenge: A two-partner dental practice was using outdated desktop software, causing delays in financial reporting and making it difficult to track associate payments and NHS income separately.

What we did: We migrated the practice to Xero, set up automated bank feeds, and created custom tracking categories for NHS and private income streams. We also implemented Dext for paperless receipt management.

Result: The practice now has real-time visibility of their finances, quarterly reporting is delivered weeks earlier, and the partners spend significantly less time on admin.

Tech Startup Claims £40,000 in R&D Tax Credits

Sector: Tech, Creatives & E-Commerce
Challenge: A Norwich-based software company had never claimed R&D tax credits despite significant qualifying expenditure on product development.

What we did: Our tax team, led by James Whitfield CTA, identified qualifying R&D activities, prepared detailed technical narratives, and submitted claims for the current and two prior years.

Result: The company received over £40,000 in R&D tax credit refunds across three years and now has an ongoing process to capture qualifying expenditure as it happens.

Charity Achieves Full Compliance After Audit Concerns

Sector: Charities & Nonprofit
Challenge: A Norfolk charity had received feedback from the Charity Commission about inconsistencies in their annual reporting and fund accounting.

What we did: We restructured the charity’s accounts to properly separate restricted and unrestricted funds, implemented a Gift Aid reclaim process, and prepared fully compliant Charity SORP accounts.

Result: The charity passed its next independent examination with no issues, now claims Gift Aid on all eligible donations, and has a clear financial reporting framework for trustees.

Could Your Business Benefit?

Every business is different, and we tailor our approach to your specific needs. If you would like to discuss how Together Accounting could help your business, get in touch for a free initial consultation.

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