The building of a trusted capital allowance consultancy firm

A coincidental find

Quickly, I realised that there was a huge opportunity

Twenty-four years ago, I was in the process of disposing of a large leasehold property that housed a business I was closing. While out on business, I found myself in a conversation with a man regarding the concept of capital allowances – in a bar of all places! I started to pay a lot of attention to what his understanding was.

It quickly became very clear that there was a massive opportunity and a gap in the market.

There was a tax product that had been around for over a hundred years, that seemed to be hugely misunderstood and underestimated – I was a working example of this. I was disposing of a building and despite relying on advisers, was not even close to dealing with the tax issue efficiently.

Help arrived!

Individuals added significant value to the business

My son, Chris Roberts, joined the team in 2013 and is now our current Managing Director.

It is somewhat ironic that for all the years I was looking for somebody who could help drive the business forward, and all that time he was living in the same house! Chris has added significant value to the company and continues to expand the business today. The help didn’t stop there! We established a partnership that enabled us to expand even further. I was starting to see this big dream take shape!

A trusted capital allowance consultancy firm has been built!

We have supported many advisors and clients over the years, and as result, we have created a trusted partnership through word of mouth. We have achieved a 100% claims success rate due to the level of due diligence we apply to our claims. With the team’s broad expertise, we have been able to provide advice that covers all aspects of tax relief in line with current legislation laws.

It’s been quite a journey, but one that has been worth it!