Packages

Take a look at the great packages we offer or contact us to find an option that works best for you!

Packages for start-up and very small companies

From £39 per month*

Sole Trader (Self-employment) Packages

From £29 per month*

Buy to Let Landlord & Property Investor Packages

From £25 per month*

Limited Company Packages

* All fees subject to VAT; Conditions apply, details on request

Silver

£125/month* (annual contract)

Annual Accounts
Companies House Filing
Preparing Corporation Tax Return and submission to HMRC
Tax Fee Protection Service
Remuneration planning
QuickBooks Online Plus
Online collaboration between Client and Lotuswise personnel
Automatic Bank feeds CSV uploads (alternative to bank feeds)
QuickBooks Mobile App (IOS/Android)
Estimates and Sales Invoices from Smartphone
Dedicated mailbox for easier document sharing;
Client portal and e-signature technology where appropriate
Registering and Acting as your agent with HMRC for VAT
Advising on appropriate VAT scheme and registration for VAT
VAT Returns – Reporting, Submission
Payroll for Director(s)
Acting as your agent with HMRC for PAYE
Submitting Annual Payroll Returns to HMRC
Acting as agent with HMRC for Self-Assessment (Personal Tax)
Your basic self-assessment tax return – 1 included
Tax Fee Protection Service
Remuneration planning
Total number of monthly transactions (sales, purchases, cash)
Transaction Limits – To 50, upgradeable
Turnover Limits – To £200,000, upgradeable
Paperless capture of Purchase Invoices & Receipts (can be added)
Book-keeping service (can be added)
Part-time Finance Director; Business Review; Advisory Service (can be added)

Request quote

Gold

£179/month* (annual contract)

Everything included in the Silver Package PLUS:
Paperless capture of Purchase Invoices & Receipts
Book-keeping service
Transaction Limits – To 50, upgradeable
Turnover Limits – To £200,000, upgradeable
Part-time Finance Director; Business Review; Advisory Service (can be added)

Request quote

Platinum

£299/month* (annual contract)

Everything included in the Gold Package PLUS:
Part-time Finance Director; Business Review; Advisory Service
Transaction Limits – To 50, upgradeable
Turnover Limits – To £200,000, upgradeable

Request quote

Accounts

Cloud Accounting

Book-keeping

Payroll

Transaction Limits

Company Tax

Communications

VAT

Personal Tax

Part-time F D

Packages for start-up and very small companies

Low Volume Limited Company Package

Turnover up to £99,000; Transactions up to 20 per month Options:

Essential from £65 per month
Freedom from £111 per month

Other conditions apply, details on request Designed for low transaction volume small Limited Companies with single Director/Shareholder; FRS VAT and payroll for one and comprehensive services including Company Accounts and Tax, Self-Assessment Tax Return for Director, QuickBooks; Select Freedom to add book-keeping, standard VAT, Registered Office, Annual Confirmation Statement and Tax Fee Protection Service for Company and Director; Full details and add-ons on request.

Start-up Limited Company

Turnover up to £30,000; Transactions up to 10 per month Options:

Essential from £49 per month
Freedom from £71 per month

Other conditions apply, details on request Designed for start-up small Limited Companies with single Director/Shareholder; Very low payments in first 6 months to aid business cash-flow in the difficult start-up phase; FRS VAT and payroll for one and comprehensive services including Company Accounts and Tax, Self-Assessment Tax Return for Director; QuickBooks; Select Freedom to add book-keeping, standard VAT, Registered Office, Annual Confirmation Statement and Tax Fee Protection Service for Company and Director; Full details and add-ons on request.

Entry Buy-to-let (SPV) Limited Company Package

Turnover up to £30,000; Transactions up to 10 per month Options:

Essential from £47 per month
Freedom from £67 per month

No VAT or payroll registration; Other conditions apply, details on request Designed for low volume start-up small Limited Companies with single Director/Shareholder and with no VAT or payroll needs; Particularly suited to Property Letting Companies / Special Purpose Vehicles. Comprehensive services including Company Accounts and Tax, Self-Assessment Tax Return for Director; QuickBooks; Select Freedom to add book-keeping, Registered Office, Annual Confirmation Statement and Tax Fee Protection Service for Company and Director; Full details and add-ons on request.

Sole Trader (Self-employment) Packages

Sole Trader (Self-employed) Pack

Your business accounts – Book-keeping add-on
Acting as agent with HMRC for Self Assessment – Making tax digital add-on
Your basic self-assessment tax return – Payroll add-on
QuickBooks Online – VAT add-on
Paperless capture of Purchase Invoices & Receipts – Dedicated e-mail mailbox
Remuneration planning – Tax Fee Protection Service

Essential from £45 per month
Freedom from £69 per month

Conditions apply, details on request We will prepare Accounts for your business which will show you how your business did during the financial year and will provide the data needed for us to complete your basic self-employment tax return. As a Gold+ option, we will prepare Quarterly Management Reports. The package includes QuickBooks Online and Software like Receipt Bank (with VAT add-on) allowing paperless invoice and receipts capture. See details of this above. In the event that your tax affairs are subjected to HMRC investigation, our extra fees involved will be covered by our Tax Fee Protection service (Freedom pack) at no extra cost to you. We will help to plan your income in a tax efficient way and give you advise on which expenses are allowable for tax. Great value book-keeping options are available to free your time to manage your business. As your business grows, we can add payroll and VAT services and also advise on whether it is advisable to incorporate (convert the business to a Limited Company). Ready for Making Tax Digital (MTD)? The Government has indicated that in the coming years, there will be a legal requirement for businesses to submit details of income and expenses on a QUARTERLY basis, electronically. This will be in addition to the usual annual reporting requirements. This will be a hugely significant change for businesses and Lotuswise are glad to be “READY FOR MTD”. Our MTD add-on will allow you to meet your legal duties at a specially discounted fee from the date when your business must comply.

Buy to Let Landlord & Property Investor Packages

Buy-to-let Landlord Pack

Your business accounts – Making tax digital add-on
Acting as agent with HMRC for Self Assessment – VAT add-on
Your basic self-assessment tax return – Capital Gains Tax add-on
QuickBooks Online (Freedom) – Dedicated e-mail mailbox
Paperless capture of Purchase Invoices & Receipts (Freedom) – Tax Fee Protection Service (Freedom)
Remuneration planning
Book-keeping add-on

Essential from £25 per month for 1 property; multiple on request
Freedom from £59 per month; multiple properties on request

We will prepare Accounts for your letting business which will provide the data needed to complete your basic tax return. The package includes QuickBooks Online (Freedom Pack). See details of this above. In the event that your tax affairs are subjected to HMRC investigation, our extra fees involved will be covered by our Tax Fee Protection service at no extra cost to you (Freedom Pack). We will help to plan your income in a tax efficient way and give you advice on which expenses are allowable for tax. Great value book-keeping options are available to free your time to manage your letting business. At the appropriate time, we will advise on and deal with Capital Gains Tax as an add-on service. Ready for Making Tax Digital (MTD)? The Government has indicated that in the coming years, there will be a legal requirement for businesses to submit details of income and expenses on a QUARTERLY basis, electronically. This will be in addition to the usual annual reporting requirements. This will be a hugely significant change for businesses and Lotuswise are glad to be “READY FOR MTD”. Our MTD add-on will allow you to meet your legal duties at a specially discounted fee from the date when your business must comply.

Buy-to-let (SPV) Limited Company Package

See above for entry level; various options available

Essential from £47 per month
Freedom from £67 per month

This is an increasingly popular way to invest in properties. Various options are available including group company structures, property management companies, family investment companies; Please get in touch to discuss this exciting area.

Add-on and other packs

Also available on standalone-basis, fees subject to VAT

Sole Trader (Self-employed) Pack

Your business accounts Book-keeping add-on
Acting as agent with HMRC for Self Assessment Making tax digital add-on (2018)
Your basic self-assessment tax return Payroll add-on
QuickBooks Online VAT add-on
Paperless capture of Purchase Invoices & Receipts Dedicated e-mail mailbox
Remuneration planning Tax Fee Protection Service

From £45 per month We will prepare Accounts for your business which will show you how your business did during the financial year and will provide the data needed for us to complete your basic self-employment tax return. As a Gold+ option, we will prepare Quarterly Management Reports. The package includes QuickBooks Online and Software like Receipt Bank allowing paperless invoice and receipts capture. See details of this above. In the event that your tax affairs are subjected to HMRC investigation, our extra fees involved will be covered by out Tax Fee Protection service at no extra cost to you. We will help to plan your income in a tax efficient way and give you advise on which expenses are allowable for tax. Great value book-keeping options are available to free your time to manage your business. As your business grows, we can add payroll and VAT services and also advise on whether it is advisable to incorporate (convert the business to a Limited Company) Ready for Making Tax Digital (MTD)? The Government has indicated that in the coming years, there will be a legal requirement for businesses to submit details of income and expenses on a QUARTERLY basis, electronically. This will be in addition to the usual annual reporting requirements. This will be a hugely significant change for businesses and Lotuswise are glad to be “READY FOR MTD”. Our MTD add-on will allow you to meet your legal duties at a specially discounted fee from the date when your business must comply.

Buy-to-let Landlord Pack

Your business accounts Making tax digital add-on (2018)
Acting as agent with HMRC for Self Assessment VAT add-on
Your basic self-assessment tax return Capital Gains Tax add-on
QuickBooks Online Dedicated e-mail mailbox
Paperless capture of Purchase Invoices & Receipts Tax Fee Protection Service
Remuneration planning
Book-keeping add-on From £39 per month for 1 property; multiple on request

From £39 per month for 1 property; multiple on request We will prepare Accounts for your letting business which will provide the data needed to complete your basic tax return. The package includes QuickBooks Online. See details of this above. In the event that your tax affairs are subjected to HMRC investigation, our extra fees involved will be covered by out Tax Fee Protection service at no extra cost to you. We will help to plan your income in a tax efficient way and give you advice on which expenses are allowable for tax. Great value book-keeping options are available to free your time to manage your letting business. At the appropriate time, we will advise on and deal with Capital Gains Tax as an add-on service. Ready for Making Tax Digital (MTD)? The Government has indicated that in the coming years, there will be a legal requirement for businesses to submit details of income and expenses on a QUARTERLY basis, electronically. This will be in addition to the usual annual reporting requirements. This will be a hugely significant change for businesses and Lotuswise are glad to be “READY FOR MTD”. Our MTD add-on will allow you to meet your legal duties at a specially discounted fee from the date when your business must comply.

Registered Office Pack

From £15 per month (UK residents, non-residents pack also available) Our Registered Office Service enables your Company to use our address as its Registered Office. This means all official post from Companies House and HMRC can be acted on straight away by us rather than waiting to get it sent over to us by you, which for many clients tends to be a major headache. Additionally Directors can use this address as a service address, thereby obtaining a degree of anonymity and reducing their ever-increasing internet footprint. Special packs are available for our international clients.

Companies House Value Pack

Silver package: Add for £19 per month Gold and Platinum package: Add for £15 per month Our Registered Office Pack with the added benefit of us taking care of the Annual Confirmation Statement and Maintenance of the Statutory Registers. Meeting Room add-on availableSpecial packs are available for our international clients.

Other Company Administration Services

Quotation on request We provide a comprehensive range of Company Secretarial services:

Registering Limited Companies (Express same day service available)
Allotment of shares, share transfers and stamp duty administration
Review and amendment of Articles of Association
Assistance with opening Business Bank Account

Boardroom Pack

Quotation on request Meeting facilities in our Eastcote office. Clients sometimes need meeting space for board meetings or for making presentations to customers or clients or if they are in London and want a convenient meeting place to use during their trip. We are happy to provide very reasonable rates or this can be incorporated into one of our other packs.

Management Accounts Pack

Quotation on request In our view, Management Accounts are essential for a forward-looking business wanting to grow. They provide in-depth analysis of revenues, costs, debts and creditors on a timely basis such that Management make decisions and can take corrective decisions where necessary. We can provide a standard Quarterly Management Accounts pack or help you to create an appropriate Management Accounting framework which can include key performance indicators.

Services for International Clients

Quotation on request Company, Accounting and Tax Services for non-UK residents. A number of people from overseas have engaged us to help them do business in the UK. We help them in a number of ways from forming Companies, providing Registered Office and service addresses, helping with bank accounts, advising on UK taxation and Brexit, on transfer pricing rules, providing Cloud software which can be used anywhere on earth, even providing meeting facilities in our offices while they are in London.

Auto-enrolment Pack

Quotation on request Assisting you in fulfilling your employer obligations in respect of Pensions auto-enrolment imposed by law. Most employers are now required to auto-enrol employees into a Pension Scheme. We can advise and help you to set this up for your business.

Employers' pack (Payroll+)

Quotation on request Payroll for your business, CIS status checking and returns re subcontractors, Pay rolling benefits, Auto-enrolment and Personal Financial Planning including pensions. A fully adaptable payroll, including payslips, P32s, P60s, P9, P11Ds. Can include CIS contractors’ payments, pay rolling benefits and auto-enrolment. Package will vary according to number of employees and services desired.

R&D Pack

Quotation on request Applying for Research & Development Tax Credits; Many technology and even non-technology businesses are entitled to apply to get help with research and development. We help to make this as easy as possible for you by advising what you can claim, performing analysis and descriptive work and making the claim on your behalf. Patent Box Relief is also available.

Making Tax Digital Pack

Quotation on request The Government has indicated that in the coming years, there will be a legal requirement for businesses to submit details of income and expenses on a QUARTERLY basis, electronically. This will be in addition to the usual annual reporting requirements. This will be a hugely significant change for businesses and Lotuswise are glad to be “READY FOR MTD”. Our MTD add-on will allow you to meet your legal duties at a specially discounted fee from the date when your business must comply.

Book-keeping Pack

Quotation on request Additional book-keeping services; Many clients start with a package where they retain some of the book-keeping at the start and gradually prefer Lotuswise to do more. Our book-keeping services can be adjusted to your requirements.

Credit Control Pack

Quotation on request Comprehensive credit control function; Chasing debts can be a time-consuming and thankless task. We can help by taking the weight from you by taking over the chasing of debts and also organise legal action when necessary.

Personal Tax Pack

Quotation on request We are able to advise on a number of tax matters on request such as:

Property Rental Income Tax submission
Capital gains tax
Tax on foreign income and property
Investments
Residency matters
Inheritance tax
Personal Financial Planning including pension planning and mortgages

We have access to a number of specialist Associates when required. Call us for more details on these services.

Business Consultancy and Advisory Pack

Quotation on request With internal expertise in financial management acquired in a wide variety of commercial organisations in the UK and worldwide over 35 years, our Business Consultancy Service is available to clients with diverse needs. We also provide specialist tax advice when necessary. Examples of areas in which we add value are:

Preparing business plans, Corporate Finance and raising funds
Applying for Enterprise Investment Scheme (EIS) and Seed IS recognition by HMRC (to attract UK investors)
Business reviews, board meetings and corporate governance
Growth, Strategic planning, Business transformation
Cash-flow and working capital management
International trade, documentary credits and overseas subsidiaries and related companies
Internal controls, cyber security, systems implementation and I.T. procurement

We will be happy to quote for these services on request.