Client Case Studies
Real examples of how we support healthcare professionals across the UK.
Case Study 1: General Practitioner
Dr M H | Age 40
Practice Structure:
Operates solely through a limited company
Annual Earnings:
£140,000
Accounting Services Provided:
- Limited company accounts & tax return
- Director and spouse self-assessment returns
- Payroll administration (director and spouse)
- Filing all company documents (CS01 etc)
- Tax planning to maximise net income
- Unlimited general support
Monthly Fee: £141
Case Study 2: Advanced Clinical Pharmacist
Ms E T | Age 24
Practice Structure:
Locum consultancy practice (limited company)
Annual Earnings:
£80,000
Accounting Services Provided:
- Private practice limited company accounts & tax return
- Self-assessment tax return
- Payroll for staff (Director only)
- Filing all company documents (CS01 etc)
- Tax planning to maximise net income
- Unlimited general support
Monthly Fee: £85
Case Study 3: Optometrist
Mr S H | Age 26
Practice Structure:
Locum Optometrist (limited company)
Annual Earnings:
£58,000
Accounting Services Provided:
- Private practice limited company accounts & tax return
- Self-assessment tax return
- Payroll for staff (Director only)
- Filing all company documents (CS01 etc)
- Tax planning to maximise net income
- Unlimited general support
Monthly Fee: £85
Case Study 4: Orthopaedic Surgeon
Mr J P | Age 52
Practice Structure:
NHS Consultant + Private practice (via limited company)
Annual Earnings:
£380,000
Accounting Services Provided:
- Private practice limited company accounts & tax return
- Director and spouse self-assessment returns
- Payroll administration
- Separation of NHS and private income
- Pension planning to reduce corporation tax
- Tax planning and ongoing support
Monthly Fee: £261
Case Study 5: ENT Consultant
Mr D G | Age 45
Practice Structure:
NHS Consultant + Individual private practice
Annual Earnings:
£195,000
Accounting Services Provided:
- Private practice limited company accounts & tax return
- Director self-assessment returns
- Payroll administration
- Separation of NHS and private income
- Tax planning to maximise net income
- Ongoing support
Monthly Fee: £191
Case Study 6: Endocrinologist
Dr S W | Age 39
Practice Structure:NHS Consultant + Private Practice
Annual Earnings:
£205,000
Accounting Services Provided:
- Private practice limited company accounts & tax return
- Director self-assessment returns
- Payroll administration
- Separation of NHS and private income
- Tax planning to maximise net income
- Ongoing support
Monthly Fee: £171
Case Study 7: Dentist
Mr R S | Age 36
Practice Structure:
Dental Practice Associate
Annual Earnings:
£180,000
Accounting Services Provided:
- Private practice limited company accounts & tax return
- Director and spouse self-assessment
- Payroll for staff (2 employees)
- Superannuation reconciliation
- Separation of NHS and private income
- Tax planning and ongoing support
Monthly Fee: £151
Case Study 8: Audiologist
Ms H S | Age 29
Practice Structure:
Locum Audiologist (limited company)
Annual Earnings:
£75,000
Accounting Services Provided:
- Private practice limited company accounts & tax return
- Self-assessment tax return
- Payroll for staff (Director only)
- Filing all company documents (CS01 etc)
- Tax planning to maximise net income
- Unlimited general support
Monthly Fee: £85