Stokoe Rodger

Chartered Accountants

Excellence in tax and accounting

Stokoe Rodger

Chartered Accountants

Excellence in tax and accounting

Stokoe Rodger

Chartered Accountants

Excellence in tax and accounting

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Cloud Specialist

We offer a variety of cloud-based technology to provide clients with real-time business information.

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Personal Attention

Every client has a dedicated team supporting them, led by one of our highly experienced partners.

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Value Added Service

We pride ourselves on providing maximum value for the fees we charge.

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Transparent Fee Structure

We will tell you in advance of the fees you can expect to pay.

ABOUT US

Established in 1960 we are a six-partner firm with over thirty staff. Our philosophy is to provide clients with proactive and high-quality accountancy, taxation and business consultancy services that represent excellent value for money.

We continuously review and improve working practices and introduce new products and services so that we remain a leading firm within the North East.

The firm has offices in Hexham and Gateshead, with a team of experienced staff at each location. We will work closely with you to ensure that we meet all your accountancy requirements as your business evolves and develops. You can be sure that we will provide you with the best team to work on your account. By working in this way we develop a close understanding of your business and are able to bring you significant added value.

As members of our professional association – Institute of Chartered Accountants in England and Wales (ICAEW), Quickbooks Elite Partner, Xero Gold Champion Partner and Sage Partner, we have exceptionally high-quality standards and always produce high quality work in a timely manner.

OUR SERVICES

Corporate & Personal Tax Planning

We fully embrace the principle that you are entitled to plan your tax affairs in a way that makes sure you do not pay more tax than you have to.

Our partners have many years experience (possibly more than they would like to admit to) ensuring our clients’ tax affairs are organised in the most efficient and cost effective way possible.

We offer a wide range of solutions to any taxation issues you may have and would welcome the opportunity to discuss how we can help.

Limited Company, Partnership, Charity & Sole Trader Accounts

We offer a complete accounts preparation service for all clients, irrespective of business size or complexity. Our clients range from sub-contractors through to sole traders, partnerships, clubs, pension schemes, charities and limited companies.

All annual accounts are discussed with our clients to ensure they are maximising the potential of their business and obtaining the best possible tax planning and profit extraction advice.

If you would like to hear more about this area we would welcome the opportunity to discuss how we can help.

R&D Taxation Incentives

During the last few years there has been a huge growth in the opportunities for companies to make claims for enhanced expenditure under the Research and Development tax incentive scheme.

These claims often along with a reduction in the current years tax charge, result in a repayment of corporation tax and are therefore seen by some clients as a vital part of their business funding.

John, Ian and Paul have a great deal of experience in this area, having generated millions of pounds of tax savings for clients in sectors as diverse as travel agents, heating engineers and vehicle repairers.

It is fair to say that many accountants are not maximising their clients potential savings in this area and we would welcome the opportunity to discuss how we can help.

Making Tax Digital

Making Tax Digital for VAT (MTDfV) is new legislation that requires all VAT registered businesses with a taxable turnover above the current £85k threshold, to keep their records digitally and submit their VAT Returns using MTD compatible software, such as Quickbooks, Xero or Sage. Businesses affected by MTDfV will no longer be able to use HMRC Online Services to submit their returns.

VAT-registered businesses with a taxable turnover below £85k will be required to follow Making Tax Digital rules for their first return starting on or after April 2022.

The majority of businesses will have been affected from the first VAT period starting on or after 1 April 2019. For example, if your VAT period started on 1 April then you must have kept digital records from that date and submit VAT Returns using MTD compatible software. If your first VAT period started on 1 May 2019, then you must have kept digital records from that date and submit VAT Returns using MTD compatible software.

MTDfV registration is not automatic, if you haven’t already you’ll need to sign up your business with HM Revenue and Customs using your existing Government Gateway Login and VAT Number and follow the link to learn more about MTDfV. Once you’ve authorised your accounting software to connect with HMRC you will then be able to submit MTD VAT Returns directly from the software.

Self-employed businesses and landlords with annual business or property income above £10k will need to follow the rules for Making Tax Digital for Income Tax from their next accounting period starting on or after 6 April 2023.

We would welcome the opportunity to discuss how we can help with your record keeping to meet your Making Tax Digital obligations. Email mtd@stokoerodger.co.uk

Self Assessment Tax Returns

The UK taxation system is known as the “Longest in the World” in terms of number of pages of tax legislation.

For individuals, this means that there are an increasing number of taxes or reliefs that need to be considered each year as part of self assessment.

We have a dedicated partner led personal tax team who can help you navigate the complex requirements of the UK taxation system, ensuring your affairs are organised in the most tax efficient and cost effective manner.

Our team offers a full and comprehensive personal tax compliance and tax planning service advising on every aspect of your tax needs.

If you would like to know more we would welcome the opportunity to discuss how we can help.

Management Accounts

It is vital for any business that they have accurate and timely information in order to make the correct decisions.

If this is not the case then a wrong decision, or perhaps more dangerously, no decision may be made.

We strongly believe that clients can benefit from monthly or quarterly management accounts, the savings generated from up to date and relevant business information can far outweigh the costs.

We have a highly skilled team of staff who are very experienced in producing management accounts using many software packages (predominantly Quickbooks, Xero and Sage), and just as importantly ensuring that these figures are presented in a way that is meaningful to the business owners.

If you would like to know more we would welcome the opportunity to discuss how we can help.

Payroll

With the introduction of RTI and auto enrolment, along with the increasing complexity of the UK tax system, payroll has become a more complicated area than ever before.

Our dedicated payroll department use the latest software to ensure your employees receive the right pay at the right time and that the correct taxes are reported and paid to HRMC.

We offer a comprehensive service including auto enrolment set up, CIS returns and attachment of earnings and would welcome the opportunity to discuss how we can help.

Business Plans and Projections

During many stages of a business’s life there may be a requirement for a business plan and projections.

This may be at the start of the business when you are trying to turn an idea into workable business proposal, during periods of funding, or during periods of rapid growth or decline.

We have highly skilled team of staff who are very experienced in both producing business plans and perhaps more importantly having the commercial knowledge to ensure that they make sense in the real world.

When producing these plans a close involvement with the business owners is vital, we often find that the process doesn’t just produce a set of numbers, but also ensures the business owners critically question the assumptions that the proposals are based upon.

If you would like to know more we would welcome the opportunity to discuss how we can help.

Business Sales & Acquisitions

One of the most complicated and involved areas of accountancy can be the sale or acquisition of a business.

Ensuring that the correct tax structure and ownership structure is in place is often key to ensuring a smooth transaction with the minimum of direct and indirect taxes for all parties.

Our partners have a vast amount of experience in advising on these areas and would welcome the opportunity to discuss how we can make what is a very complex area, as straightforward for the client as possible.

VAT

VAT is possibly the most complicated single tax in the UK tax system.

The rules are far from straight forward and this is often an area when mistakes can be very costly.

We have access to a number of highly skilled VAT specialists who can offer advice on any VAT issue, ensuring the client is fully compliant with all relevant legislation.

We also offer a review service, if you currently have any issues in dispute with HRMC.

If you would like to know more we would welcome the opportunity to discuss how we can help.

Bookkeeping

With the many pressures inherent in running a business, it is sometimes the case that bookkeeping is an area which our clients prefer to be done by their accountants. They do this in the knowledge that the records will be maintained to the best professional standards and that all relevant rules and regulations will be adhered to.

We have a highly skilled team of staff who are very experienced in bookkeeping using many software packages (predominantly Quickbooks, Xero and Sage).

We can also offer training packages on the above software for those clients wishing to maintain their own bookkeeping records.

Cloud accounting has had many benefits for our clients so far and combined with artificial intelligence can streamline many day to day processes.

If you would like to know more we would welcome the opportunity to discuss how we can help. Email mtd@stokoerodger.co.uk

Solicitors’ Accounts Reports

Accounting for solicitors and legal professionals is a specialist area that requires expertise and understanding of the industry.

We have considerable experience in all aspects of preparing, completing and delivering Solicitors’ Accounts Reports and supporting clients with the interpretation of the Solicitors’ Accounts Rules.

We keep abreast of the regular SAR changes published and advise clients accordingly ensuring the accountant’s reports are prepared in accordance within guidelines set out by the Solicitors Regulation Authority.

THE TEAM

We have 6 partners heading a dedicated and skilled team of highly qualified and highly experienced accountants and tax advisers.

Mark Bradley

Mark Bradley

Managing Partner

Mark is managing partner at Stokoe Rodger and is a chartered accountant with over 20 years’ experience. He is dedicated to ensuring the firm provides an outstanding level of service to all of our clients.

Mark is involved in all of the services provided by the firm, including; accounting and tax work. His clients include estate agents, garages, IT companies, hotels, as well as farms and other specialist industries based in the North East.

He is especially keen on working closely with clients, reviewing recent accounts, management figures or projections to help ensure they get maximum benefit from the services we provide. By looking at current information Mark feels he is in a much better position to provide relevant business and tax planning advice.

Mark loves gadgets and new technology. Whilst there is a fun aspect to this, his interest in this area has helped bring modern systems and working practices to both Stokoe Rodger and our clients.

Stephen Charlton

Stephen Charlton

Partner

Stephen is a tax and general practice partner at Stokoe Rodger who looks after a varied portfolio of businesses.

Stephen trained with the firm and after qualifying as a Chartered Accountant joined an international practice to specialise in tax. He later returned to Stokoe Rodger and became a partner in 1990.

His expertise in corporate, capital and personal taxation provides an invaluable service to the firm’s clients in the mitigation of their tax burdens.

He has a keen interest in corporate finance matters, advising on the tax and financing issues of business acquisitions and disposals, buyouts, company reorganisations and valuations. He is looking to further develop the firm’s assignments in all these areas. Stephen has accumulated an in-depth knowledge of the numerous tax and practical issues surrounding the incorporation of a business. He has successfully structured in a tax advantageous manner and overseen the conversion of many unincorporated businesses of varying sizes to limited companies.

By working with, talking to, going out to and advising farming clients over a number of years, Stephen has gathered a wealth of experience in this sector. He has extensive knowledge of the accounting and tax intricacies concerning farms, some of which are unique. He has acquired a greater degree of understanding of farming operations through his interest in this area.

Tony Dunn

Tony Dunn

Partner

Tony has been a chartered accountant for over 20 years specialising in accounts and tax advice and expertly manages a varied portfolio of clients.

During his time with the firm, Tony has worked in a broad range of sectors and has gained extensive experience. He ensures clients receive a first-class service, providing constructive advice and suggestions wherever possible. He is always looking to mitigate tax liabilities both corporate and personal.

Tony has a particular interest in the motor industry. He looks after many motor dealers in the north east and is considered a specialist in this field.

Ian Congleton

Ian Congleton

Partner

Ian looks after a varied portfolio of businesses covering a broad range of sectors.

After spending nearly twenty years with one of the North East’s largest independent practices, Ian moved into industry in 2002. He spent a number of years as group finance director for a construction group and a major leisure group.

Ian returned to the profession, joining Stokoe Rodger in 2007.

During his time in industry, Ian gained considerable hands-on experience of the issues faced by SMEs and feels that this is invaluable when advising and empathising with the challenges and opportunities that arise within his clients’ businesses.

Paul Killen

Paul Killen

Partner

Paul is a tax partner at Stokoe Rodger and provides specialist tax advice on a wide range of issues.

After working for two international firms Paul joined Stokoe Rodger to strengthen and widen the range of tax services offered by the firm. His experience covers all personal and corporate tax issues, in particular capital taxes planning, business acquisitions and disposals.

Paul also looks after a varied portfolio of owner managed businesses providing on-going assistance and guidance with specific emphasis on future development plans.

John Hart

John Hart

Partner

John is a member of both the Chartered Accountants of Scotland and the Chartered Institute of Taxation. Having qualified as a Chartered Accountant in 2009, and after gaining experience in a general practice environment, John joined an international firm to specialise in tax.

He is experienced in advising on a wide range of taxation and accounting issues across a variety of fields, including; manufacturing, technology, construction and agriculture. Having worked on a local farm when he was younger, John has a particular interest in the agricultural sector.

He enjoys working with owner-managed businesses on issues such as personal, corporate, capital tax and succession planning.

John is passionate about getting to know his clients and ensuring that they are provided timely, value added and proactive advice; enabling them to respond to challenges and opportunities as they arise.

Craig Jeavans

Craig Jeavans

Associate

Craig joined Stokoe Rodger in 2005 as a qualified Accounting Technician (AAT) and went on to qualify as a Chartered Certified Accountant in 2014. During his time with the firm, Craig has worked with a wide-ranging variety of clients including Sole Traders, Partnerships and Owner-Managed SME’s.

He particularly enjoys working closely with owner-managed SME clients, integrating himself as part of their team to ensure they receive proactive and timely advice which is tailored to each individual client’s needs.

He is passionate about ensuring clients receive an outstanding level of service from the firm, and feels the experience he has gained in working closely alongside his clients enables him to continue to do this.

Craig has also gained vast experience in Research & Development Tax Credits and works closely alongside the Partners of the firm in advising clients on potential Research & Development projects.

YOUR TESTIMONIALS

We wish to express our sincere thanks for the professional advice we have received from your firm over the years. In particular, the service that you have recently provided, through your detailed knowledge of the current taxation system has been invaluable in mitigating the potential tax liability arising from the termination of our agricultural tenancy agreement. John and Andrew Reay, R R Reay & Sons

“I have worked closely with Paul Killen and Stokoe Rodger since 2005. Their advice and support is a key factor in the successful business I have today.”

Richard Gilbert

Straightline (NE) Limited

“Stokoe Rodger have provided invaluable support and advice to our business, including advice on the R&D tax position, simplified VAT procedures for imports and Corporation Tax issues. Stokoe Rodger also recently completed the Corporation Tax computations and final tax returns in a very timely and professional manner.”

Elaine Hall

Podfo Limited

“We outsource the finance function of our UK business to Stokoe Rodger. This saves us considerable expense and ensures our UK bookkeeping, VAT, payroll and annual obligations are dealt with in a timely and professional manner.”

Gerald Geier

Mail Order Finance UK

“Stokoe Rodger have provided invaluable support to my business, including advice on the R&D tax position which resulted in a substantial tax refund and significant annual reduction in my corporation tax liability.”

Peter Baukham

Argos Inspection Company Ltd

OUR PARTNERS

We are proud to support QuickBooks, the world’s number 1 online accounting software. Lighten the load with smart software and support.

Easy to use tools to help manage your accounts and run payroll

Run payroll

No-nonsense payroll that saves you time

Automate pension submissions and pay runs. Payslips can be created automatically too, then emailed, printed or downloaded from the secure self-service employee portal.

Run payroll

Compliance, accuracy & peace of mind

Take the headache out of compliance. Our HMRC- recognised software does the calculations for you and lets you submit your figures directly in just a few clicks.

Run payroll

One place to manage your business

Get the complete picture of your finances. Run real- time reports and cash flow forecasts from a seamless accounting and payroll package.

New to QuickBooks or need a refresher?

Attend our free 90 min expert sessions and get up and running with QuickBooks in no time. During our expert sessions you’ll learn how to connect your bank, create invoices and record payments, add and manage your customers and suppliers, and stay organised by using receipt capture.

We support the following cloud accounting solutions

Xero Certified Advisor Logo
Sage Business Cloud Accounting
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CONTACT US

If you require some accountancy or tax advice, we’d be delighted to hear from you.
Please complete the form below and one of our team will be in touch very soon.

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