Advice & Planning

We'll set you up so that you’re confident you're on the right track.

Your new business

Starting up your own business is exciting but there are some basics you can’t afford to overlook. We’ll set you up so that you’re confident you’re on the right track - everything from dealing with all the red tape to helping you choose the type of business that’s best for you.

Advice & Planning PhotoAnd we’ll explain how it all works in language that you understand!

Everyday business advice

We all need someone to talk to - to sound out an idea, to clear our head, to solve a problem, to see the way forward.

Wouldn’t it be good if that someone was your accountant?

We’re here every day for you to talk to – just pick up the ‘phone.

The not so everyday advice

raising finance

If you’re raising finance or re-financing we’ll handle the lender’s requirements and talk to them for you. If they need forecasts, business plans, accounts, or just the confidence that they can take from the fact you are a client of Jones & Co, we’ll provide it.


If you’re thinking about Factoring or Invoice Discounting we can guide you and introduce you to the right people.

software training and support

For you and your staff – whenever and wherever you need it, and we can provide software too at discounted prices.

investment advice and planning

Easy not to think about it now but it’s definitely something you should do now, not later, when you’ve missed pension, tax planning, or investment opportunities! Whether it’s short, medium, or long term your financial needs deserve professional advice and we can arrange that – quite painlessly!

buying, selling, and restructuring businesses

Definitely not every day events but we have all the experience you need. We’ll support you through negotiations, advise you on the business and tax consequences, carry out due diligence, and deal with the other party’s advisers.

estate planning & probate

Few of us like to think about dying but there must be few who do not care what happens to the wealth they have created. Planning to preserve and pass on the family wealth is an art as well as a science and involves dealing with a variety of relationships, wishes, expectations, opinions, prejudices, and informed guesses all tinged with fear about Inheritance Tax and political interference.

Dealing with such matters needs to be a tailored service for each client and who is better placed than the family accountant and tax adviser who has dealt with the family and its finances over the years. It is a service that should be continuous since people and events inevitably cause change and thoughts and plans today may well not be appropriate in a week’s or a year’s time.

We provide a discreet comprehensive estate planning service that includes:

  • help with planning and reviewing a will
  • making full use of exemptions and lower tax rates on lifetime transfers
  • optimising lifetime transfers between family members
  • transferring agricultural or business property
  • transferring assets into trust
  • arranging life assurance to cover potential IHT liabilities

We also have expertise in dealing with trusts, a relatively easy and very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust, help in setting it up, and deal with accounts and tax returns.