Specialist Services

 

Marshall & Co has been a member of the Institute of Chartered Accountants in England and Wales for over 25 years. In addition, we are statutory registered auditors regulated by that Institute and so we can offer both statutory and specialist audit services to our clients.

Statutory Audit


By getting to know your business, our dedicated audit team will be able to apply our rigorous and deep knowledge to your circumstances whilst making the process as painless as possible!

We will provide you with a critical review of your business and not just comply with statutory requirements.

Whether your business is small or large, privately owned and managed, we ensure we balance the rigid requirements of compliance with your need to continue running your business successfully. We will endeavour to reduce the disruption that can be associated with the audit process, whilst developing significant insight into your business activities and its financial controls. This insight will uncover potential opportunities to help improve your business performance.

All members of our audit team have undergone internal training, helping them balance their technical ability with a commercial and practical approach. We always try to use the same team members for all subsequent audits, allowing them to get to know you and your business. Working this way prevents you paying for time spent learning about your processes each time the audit is undertaken.

We make a full review of all financial controls and will advise, if and how, they might be improved. Repetitive tasks are highlighted and current working practices are looked at with a view to help streamline the flow of information.

We will also evaluate your current business systems to determine if they meet your current, or more importantly, future requirements.

Our audit offers you a real snapshot of your business performance. It will reveal key trends, highlight areas of profitability, alert you to new opportunities and warn of any potential problems. We hope to show you that the audit is as much an opportunity as it is a necessary requirement and expense to your business.




Specialist Audit and Inspections


We have many years' experience in undertaking specialist audits and inspections. These include:

Solicitors Regulation Authority (SRA)

The SRA Accountants Report Form is submitted by the reporting accountant along with a checklist to the solicitor stating the outcome of the SRA report.

The SRA places great reliance on the report to gain assurance that solicitors are complying with the Solicitors Accounts Rules and that client monies are being safeguarded.

The report is sent to the solicitor once a year, at the end of the accounting period, by the SRA. It is due within six months of the year end and covers a twelve-month period in most cases.

Council of Licensed Conveyancers (CLC)

A CLC Accountants Report is required if at any point during an accounting period a member firm has held client money.

The Reporting Accountant examines the accounting records to ensure compliance with the CLC Code and carries out the checks and tests as prescribed by the CLC.

The reporting accountant signs and delivers to the CLC the Accountant's Report together with the completed checklist within six months of the end of the accounting period.

Letting agents

ARLA Licensed letting agents hold tenants' and landlords' money in a designated client account and these are subject to independent inspection.

That independent inspection culminates in a report that must be submitted no later than six months after the end of the accounting period to which it relates.




Probate and Estate Administration Services


Marshall & Co is authorised by the Institute of Chartered Accountants in England and Wales to offer probate services to its' clients and members of the public in general and as such, we are best placed to take care of your probate and estate administration work.

Our dedicated Estate and Probate team can provide you with the following services:

Creation of a Will making full use of lower tax rates and any exemptions on lifetime transfers. We will optimise these between spouses and transfer any agricultural or business property. We can also help you to transfer assets into trust and arrange appropriate life assurance in order to account for inheritance tax liabilities.

Total Estate Planning including Lasting Powers of Attorney for Health and Welfare, Property and Financial and Business if required

Retirement Planning and advice on minimising all your tax liabilities Advice on inheritance tax, trusts and estates

Completion and filing of all relevant returns and advice on what payments are due and when

Funeral Plans

Probate Services - at Marshall & Co, we will sympathetically deal with the division of any assets in accordance with the deceased' s Will and relieve you of matters surrounding estate administration. We can help you to apply for probate and obtain probate valuations; prepare HMRC accounts; settle any outstanding debts of the deceased; pay legacies or transfer property; and prepare estate accounts - we offer a full or assisted service.





  • By getting to know your business, our dedicated audit team will be able to apply our rigorous and deep knowledge to your circumstances whilst making the process as painless as possible!

    We will provide you with a critical review of your business and not just comply with statutory requirements.

    Whether your business is small or large, privately owned and managed, we ensure we balance the rigid requirements of compliance with your need to continue running your business successfully. We will endeavour to reduce the disruption that can be associated with the audit process, whilst developing significant insight into your business activities and its financial controls. This insight will uncover potential opportunities to help improve your business performance.

    All members of our audit team have undergone internal training, helping them balance their technical ability with a commercial and practical approach. We always try to use the same team members for all subsequent audits, allowing them to get to know you and your business. Working this way prevents you paying for time spent learning about your processes each time the audit is undertaken.

    We make a full review of all financial controls and will advise, if and how, they might be improved. Repetitive tasks are highlighted and current working practices are looked at with a view to help streamline the flow of information.

    We will also evaluate your current business systems to determine if they meet your current, or more importantly, future requirements.

    Our audit offers you a real snapshot of your business performance. It will reveal key trends, highlight areas of profitability, alert you to new opportunities and warn of any potential problems. We hope to show you that the audit is as much an opportunity as it is a necessary requirement and expense to your business.

    Statutory Audit

  • We have many years' experience in undertaking specialist audits and inspections. These include:

    Solicitors Regulation Authority (SRA)

    The SRA Accountants Report Form is submitted by the reporting accountant along with a checklist to the solicitor stating the outcome of the SRA report.

    The SRA places great reliance on the report to gain assurance that solicitors are complying with the Solicitors Accounts Rules and that client monies are being safeguarded.

    The report is sent to the solicitor once a year, at the end of the accounting period, by the SRA. It is due within six months of the year end and covers a twelve-month period in most cases.

    Council of Licensed Conveyancers (CLC)

    A CLC Accountants Report is required if at any point during an accounting period a member firm has held client money.

    The Reporting Accountant examines the accounting records to ensure compliance with the CLC Code and carries out the checks and tests as prescribed by the CLC.

    The reporting accountant signs and delivers to the CLC the Accountant's Report together with the completed checklist within six months of the end of the accounting period.

    Letting agents

    ARLA Licensed letting agents hold tenants' and landlords' money in a designated client account and these are subject to independent inspection.

    That independent inspection culminates in a report that must be submitted no later than six months after the end of the accounting period to which it relates.

    Specialist Audit and Inspections

  • Marshall & Co is authorised by the Institute of Chartered Accountants in England and Wales to offer probate services to its' clients and members of the public in general and as such, we are best placed to take care of your probate and estate administration work.

    Our dedicated Estate and Probate team can provide you with the following services:

     

    • Creation of a Will making full use of lower tax rates and any exemptions on lifetime transfers. We will optimise these between spouses and transfer any agricultural or business property. We can also help you to transfer assets into trust and arrange appropriate life assurance in order to account for inheritance tax liabilities.

    • Total Estate Planning including Lasting Powers of Attorney for Health and Welfare, Property and Financial and Business if required

    • Retirement Planning and advice on minimising all your tax liabilities Advice on inheritance tax, trusts and estates

    • Completion and filing of all relevant returns and advice on what payments are due and when

    • Funeral Plans

    • Probate Services - at Marshall & Co, we will sympathetically deal with the division of any assets in accordance with the deceased' s Will and relieve you of matters surrounding estate administration. We can help you to apply for probate and obtain probate valuations; prepare HMRC accounts; settle any outstanding debts of the deceased; pay legacies or transfer property; and prepare estate accounts - we offer a full or assisted service.

    Probate and Estate Administration Services

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© 2018 Marshall & Co. All rights reserved.

Established in 1993, Marshall & Co is a trading name of Emma E Marshall-Birks and Marshall Accountancy Ltd, company number 9425767, registered in England and Wales and whose registered office address is St Mary’s House, Crewe Road, Alsager, Stoke-on-Trent, Staffordshire ST7 2EW.

A Member of the ICAEW Practice Assurance Scheme. Registered to carry out audit work in the UK & Ireland and authorised to carry out the

reserved legal activity of non-contentious probate in England and Wales by the Institute of Chartered Accountants in England and Wales.

Principal and Director: Emma Elizabeth Marshall-Birks BA (Accouting & Law) MBA FCA BFP

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