Individuals & Trusts

Terry Grant has looked after my business and personal financial affairs for over 20 years now.

I started my company S & S Plastics Ltd during the recession and have managed to build the business over the years to what it is today, a £5 million turnover business operating from 21,000 sqf employing 85 staff.

Sibbalds have consistently been there supporting me at every stage of our journey. Being an MD owner of a business can at times be a very lonely place, having Terry Grant there at all times as a good down to earth second opinion has indeed been a great comfort, along with exceptional Tax Planning.

I have recently sold my shares to a PLC. Terry and his team have been there at all stages to help and guide me through this very complicated process. Sibbalds will continue to look after my accounts for my newly formed Commercial Property Company along with my personal tax advice.

We operate a mailing company in Ilkeston, and moved to Sibbalds at the beginning of 2009. David immediately met with us to undertake some pre-year end tax planning, which was something we had never received before and resulted in a corporation tax saving of £15,000.

David and his team really are pro-active – they are always offering ideas on how we can grow the business and pay less tax. Earlier this year, thanks to some remuneration planning we did with David, we were able to apply for Tax Credits which we had previously not qualified for.

I would be delighted to recommend Sibbalds to any business owner who wants the support of an accountant who will actively look for ways to help them increase their wealth.

We moved to Sibbalds 18 months ago, after we had previously spent the last 7 years working with large regional firms. We didn’t feel like we got the service we deserved, or the support we needed to grow the business and minimise our tax liabilities.

David Bowler and his team have helped us in so many ways, from producing quarterly management accounts and pro-active tax planning, through to completion of our P11D forms and annual returns. They are always available at the end of the phone to answer our queries, and best of all they actively look for ways to help us and recommend ideas that can help us improve our profits.

They are professional and reliable, and we think of them as part of our team and would highly recommend them to other business owners who want to improve their business performance – in fact we have done so on a number of occasions!

Our US parent company initially engaged Sibbalds to assist with the setting up of our UK subsidiary in 2002. Since then Sibbalds and, in particular, Terry Grant and Ian Smith have been involved with finance and taxation issues which have arisen. The period since 2002 has seen us grow from one member of staff in 2002 to over 50. Our company continues to expand and has moved into many overseas markets.

Following the setting up of the company, Sibbalds were involved in all of the accounting systems and provided monthly management figures for our US parent company. As our company grew, our involvement with Sibbalds changed as we developed our own accounting function. Sibbalds provided professional and timely advice throughout this process.

We now use an international firm to undertake our annual audit and have our own, professionally qualified Finance Director. However, we continue to involve Sibbalds with our tax affairs, our statutory accounts and ad-hoc projects.