Proctor & Associates Chartered Accountants

Specialist Services


Company Secretary


Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the 1993 Companies Act. The potential threat of penalties for failing to keep up with the changing rules is too great a risk to take.


At  we can relieve you of this burden. Our services include:


  • General advice on company law
  • Filing annual returns on your behalf
  • Preparing all documentation related to minutes and resolutions
  • Maintaining statutory books
  • Assistance with changes of directors, shareholders, addresses, and office details
  • Share transfers
  • Registered office facility


Please contact us for further information on how we can help you get back to running your business.


Rental Property


At Proctor & Associates we have the expertise required to assist you in a variety of areas relating to residential and commercial property. The services we offer our include:


  • Advice on purchasing a property
  • Reviews of lease agreements
  • Advice on funding
  • Guidance on tax minimisation
  • Advice on ownership structure
  • Periodic reviews to ensure returns are maximised


The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:


  • Revenue returns
  • Financial position
  • Potential growth


Contact us today for more information on how we can assist you in the business of rental properties!


Retirement Planning


Achieving a comfortable retirement requires forward planning. You need to consider when you will retire, how much income you need for the retirement you desire, how to acquire that income, what role the government will play, and more.


The friendly team at Proctor & Associates can help you answer these questions and plan for the relaxing retirement you've earned.


Selling a Business


Selling a business can be a difficult, disheartening time, and the tasks involved can seem particularly arduous. At Proctor & Associates we remove the stress from the process.


The services we provide for preparing to sell a business include:


  • Obtaining comparative results
  • Establishing a realistic sale price
  • Taking the business to the market
  • Negotiating with potential purchasers
  • Drafting a contract


Our friendly, professional staff can help you obtain a maximum return for your business.


Succession Planning


To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.


Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!


Trusts


A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable.


We can assist with:


  • Attending to the special requirements involved in reporting for trusts
  • Trust administration
  • Minute-keeping service
  • Annual accounts
  • Taxation
  • Asset management
  • Investment monitoring
  • Income distribution


Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfil its purpose!

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