Clarity before commitment
You know the consultation length, deliverable, and fee before we open your files. If the matter needs a specialist counsel beyond our remit, we say so early.
A practice built around the tax year, not the sales funnel
Cedarside Tax Advisory grew from years of advising households and small limited companies through Self Assessment deadlines, property disposals, and year-end Corporation Tax decisions in England.
Why Cedarside exists
Too many clients arrive with half-finished spreadsheets and unanswered HMRC letters. We set out to offer measured UK financial advice and consulting: scoped consultations, plain-English notes, and fees agreed before work begins.
We are based in Purdywood and meet clients in person or by video across England. Our work stays within tax and related compliance counsel; we do not sell investments or insurance.
How we work with you
Engagements begin with a short scoping call, a document checklist, and a fee confirmation. Advice is grounded in the papers you provide and current UK tax legislation.
Written records
Personal planning and company reviews include a written note you can share with your bookkeeper, solicitor, or board — not a verbal summary alone.
Seasonal pacing
We plan capacity around January Self Assessment peaks and common company year-ends so clients are not left waiting for a reply in the final week.
People you may meet
Advisory work is delivered by experienced tax practitioners; administrative support handles scheduling and document intake.
Eleanor Whitfield CTA
Lead adviser for personal tax planning and Capital Gains on property. Previously advised professional partnerships across southern England.
Marcus Hale ACA
Focuses on owner-managed limited companies — remuneration, Corporation Tax estimates, and year-end timing questions.
Amira Khan
Coordinates questionnaires, meeting diaries, and document checklists so consultations start with the right papers on the table.
Values that show up in the work
- We explain options with numbers attached, not slogans.
- We keep client affairs confidential and limit access to those working on the engagement.
- We decline work outside our competence rather than stretching a brief.
- We respect filing calendars and communicate when a deadline is at risk.