Our range of services

Our clients include private individuals, sole traders, partnerships and limited companies. To find out more about the services we provide, please click on the sections below.

 

 

 

Private Individuals



We offer a wide range to personal tax services including the annual completion of Self Assessment tax returns including filing on line with H M Revenue & Customs.

We can advise on tax planning and Inheitance Tax Planning.

 

We also offer a Probate Service.

Accounting

We offer the following services:-

 

Yearly production of financial statements and accounts from your own records.

Full book keeping service

Weekly or monthly payroll

VAT returns

Management information

Business valuation

 

Support and Advice

Whether you are starting a new venture or expanding an existing business we can assist you in building a robust business plan to help you plan effectively for the future.

 

With extensive experience of the Banking industry we are able to provide meaningful business plans and present these to your Bank with you in the event of the need for funding or refinancing. 

 

We also provide advice and support for those who are experiencing financial difficulties in their day to day business and regularly attend meetings with Clients to discuss and review business plans to help them on the road to recovery. 


 

 

 

Office hours

The office is open 9 - 5 Monday to Friday although appointments outside these times can be arranged

 

Address

Jerram Surlis Limited
4 Latimer Street

Romsey SO51 8DG

 

Tel: 01794 516627

 

News

Making an appointment

 

You can contact us on the following telephone number if you have any queries or wish to make an appointment:

 

Tel: 01794 516627

 

Alternatively, please use our contact form.

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