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PARTNERSHIPS - CASTLE EDEN & UK-WIDE

A shared business.
A clearer view
of the numbers.

Working together is easier when the accounting responsibilities are clear. We help ordinary business partnerships organise their records, prepare the agreed accounts and connect the partnership and individual tax work.

 

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Your own point of contact

Clear advice in plain English

Services and fees agreed with you

WHERE YOU ARE NOW

Does this
sound like you?

Start with what is happening in your situation. We’ll help you understand the relevant work and agree the support that fits.

01

You are going into business together.

You want to understand the records and reporting to organise, and what each partner will need to provide.

02

The business needs a clearer routine.

Income, costs and partner transactions are becoming harder to follow, and you want the figures brought together.

03

Something in the partnership is changing.

A partner is joining or leaving, or the way you work is changing. You want to discuss the reporting implications.

HOW WE SUPPORT YOU

One business.
Clear responsibilities.

We’ll talk through what you already handle and where you need help, then agree the services, information and approvals needed to work together.

A FAMILIAR POINT OF CONTACT

Someone who understands your circumstances, explains what is needed and helps you find the next step when questions come up.

PARTNERSHIP ACCOUNTS

Understand the business result.

We prepare the agreed rental-income reporting using your records, explain the figures and arrange submission after approval.

PARTNERSHIP RETURN

Bring the shared reporting together.

We agree the partnership tax return work and coordinate the information needed for the relevant partners.

INDIVIDUAL PARTNERS

Connect each personal return.

Partners may have other income as well as their partnership share. We can agree personal tax return support separately.

ONGOING RECORDS

Keep the detail organised.

Agree support with sales, expenses and partner transactions so the accounts and tax work have a clearer starting point.

The partnership accounts, partnership return and partners’ personal returns are separate parts of the scope. LLPs and other structures need a specific review.

LET'S TALK IT THROUGH

Start with a conversation.

Tell us what is happening, what you need help with and any dates coming up. We’ll explain the relevant work and agree a practical next step.

WORKING WITH TREGGENA

A clear start.
A practical way forward.

We’ll explain the information needed, the work we are handling and what happens next, so you know where you stand.

01

Tell us where you are.

Share your circumstances, the records available and any questions or deadlines you want to discuss.

02

Agree the right support.

We explain the proposed work, responsibilities and fees, then complete the relevant onboarding and checks.

03

Bring the information together.

We provide a tailored checklist and agree how to share records securely, with time to resolve any gaps.

04

Review and take the next step.

We explain the agreed work, obtain the necessary approvals and confirm the actions needed from you.

ADVICE FOR YOUR NEXT QUESTION

A useful
starting point.

Explore the relevant information, then talk to us about what it means for you.

ADVICE

Your next question

Explore our questions and answers, or speak to us about a situation that needs a closer look.

These resources are a starting point. Speak to us about how the information applies to your circumstances.

GUIDE

Understanding VAT

Explore our VAT registration guide as a starting point for questions about your business.

REFERENCE

Accounting terms, explained

Look up unfamiliar accounting language, then ask us how it relates to your figures.

BEFORE WE TALK

A little more
clarity.

A few things you might be wondering before getting started. For anything specific, tell us about your circumstances.

YOUR NEXT STEP

Working together.
With the figures in hand.

Tell us about your circumstances and the support you need. We’ll explain how we can help and agree what happens next.

Based in Castle Eden. Supporting limited companies across the North East and UK.

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