Whether you’re growing or protecting your business, we provide expert guidance for lasting success.

Book your free 15 minute discovery call now

Book your free 15 minute discovery call now ~

What makes us different?

Being an owner-managed business can sometimes feel lonely. You’re often left making tough decisions on your own, wondering what to do next and when to do it. But with Cleartaxation’s Business Partner Service, you don’t have to navigate this journey alone.

Think of us as your trusted ally, invested in your business’s success just as much as you are. We’re here to guide you through every step of your growth, offering personalised advice and support when you need it most. From identifying opportunities to improving operations and building lasting wealth, we help you make informed decisions at the right time.

We offer a number of specialistions delivered by our team of experts including:

Business Financial planning - corporate and sole trader taxation
US Tax returns and planning solutions for UK based individuals
Family and Individual tax and financial planning.
Trustee solutions.

Who we are

Our Services

Accounting

Comprehensive accounting services that go beyond the basics, designed to streamline your financial processes and empower your success. We’ll help you identify opportunities for growth, efficiency, and long-term wealth generation.

Tax

Expert tax planning and compliance services to help you minimise liabilities, optimise structures, and navigate full HMRC compliance. Our expertise extends to US tax, ensuring cross-border compliance and advice for businesses and individuals operating in both jurisdictions.

Wealth

Bespoke wealth management solutions to preserve, grow, and protect your wealth. With a strategic approach to financial planning, we ensure your wealth is aligned with your long-term goals.

Our Leadership Team

The leadership team have put together a client focused team of experts along with our Advisory Board. With over 60 years of combined experience, our team is dedicated to helping clients exceed their expectations and achieve success.

With us, your financial concerns are handled reliably and efficiently, giving you the freedom to focus on what matters most to you.

Director of International Tax - Finance Strategy
I’m a US-UK tax adviser, but when I’m not working through the complexities of cross-border tax, you’ll likely find me out on the water - I’m a licensed motorboat captain. It’s my way of balancing the serious with the fun. I’m also a mum of two, so I know how important it is to juggle life’s little (and big) challenges. When I’m not running after the kids or navigating tax codes, I’m probably daydreaming about my next trip to Italy. I’m here to help make your financial journey a little easier and a lot less stressful

International Tax Director
David, our Tax Director, has over 25 years of experience in tax strategy and compliance both sides of the Atlantic. Known for his analytical skills, he navigates tax regulations to deliver customised solutions. His expertise in corporate and personal taxation enables him to provide valuable advice for financial success - his commitment instills client confidence in an evolving landscape.

Director of Accounts and Strategic Operations
I’m Stephen and it’s my mission to help you grow and develop your business. With seven years of experience working in the Big 4 accounting firms, I’ve had the privilege of advising some of the world’s largest companies.
I have expertise in accounting, internal controls, and risk management. I’ve helped businesses meet regulatory requirements, streamline financial processes, and mitigate growth risks.
I decided to take the leap and start my own business: to empower others to achieve their goals and build something extraordinary.
Whether launching a new venture, scaling an existing business, or securing wealth, I support you every step of the way. My expertise in finance, strategy, and risk management, coupled with my genuine passion for helping people succeed, is the foundation of everything I do.
Outside of work, I’m lucky to share my life with someone who inspires and supports me endlessly. I’m also a travel and food enthusiast, always on the hunt for incredible restaurants and exploring new cultures for inspiration.

Advisory Board

Our team of experts have an extensive Advisory Board who provide guidance to the team and clients in specialist areas including tax and wealth structures to support our clients on their journey. This team of experts, meet on a regular basis with the whole cleartaxation team, to discuss legislation developments and ideas to help our clients reduce their tax burden and deliver both their corporate and personal financial goals.