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Our Impact in Action

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BY CLIENTELE

From Chaos to Clarity: Real-Time Financial Insights

Analytics Platform
Multi-Branch Business
VIEW PROJECT
Real-Time Financial Insights for a Multi-Branch Business
Challenge:
A multi-branch business using a single central bank account was drowning in manual reconciliations. Limited information on staff utilisation. Board reports arrived up to a week late, delaying strategic decisions.
solution:   
We delivered an integrated analytics platform, consolidating real-time financial data from all branches. Executives and managers gained interactive dashboards with drill-down analysis, Excel exports, and visual KPIs. Staff time utilisation compared with service profitability, available diary time with booking time. Automated anomaly detection flagged irregularities instantly, while role-based access ensured governance and compliance.
results:
  • Single source of truth for all financial data
  • Real-time branch & product profitability, cash flow, and forecasting

  • Faster, informed decisions with instant access to KPIs
IMPACT
From week-late reports to real-time insights—at management’s fingertips.

Funding a Grandchild through Bare Trusts

Estate Planning
Family Wealth
VIEW PROJECT
Funding a Grandchild’s Education – Bare Trust for Direct Gifts
Challenge:    
For straightforward gifts intended for minor grandchildren—such as funding school/university fees—we assist clients in setting up bare trusts (also discretionary trusts). Assets are transferred to trustees (often the client’s own child) who hold them absolutely for the named grandchild.
Solution:
  • Gifts to bare trusts are Potentially Exempt Transfers (PETs)

  • No Inheritance Tax (IHT) is due if the client survives seven years from the date of the gift

  • If the client passes away within seven years, the gift may become chargeable
Results:   
  • Simple to establish and manage

  • Assets are treated as belonging to the beneficiary for tax purposes, allowing use of their personal income tax allowance and capital gains tax exemption

  • The beneficiary gains full control at age 18

Time Back to Lead: Automating Finance & KPIs

Process Automation
Service Industry
VIEW PROJECT
Boosting Efficiency in the Service Industry with Automation & KPIs
Challenge:
A national service provider faced slow month-end closes, duplicated manual work, and a lack of actionable insights. Reports were late, operational performance was unclear, and leadership struggled to prioritise improvements.
Solution:   
We implemented automation tools to streamline reporting, accounts payable, and intercompany reconciliations—eliminating hours of manual consolidation. In parallel, we worked with leadership to design fewer than 10 high-impact, non-financial KPIs directly linked to their Critical Success Factors. These KPIs were monitored daily, owned by specific teams, and reviewed weekly by executives.
Results:      
  • Month-end close time was reduced by 60% through automated data capture and consolidation

  • KPI dashboards provided real-time visibility into service delivery, client satisfaction, and operational bottlenecks

  • Reporting waste cut by 40%, freeing finance teams to focus on analysis and strategic support

  • Faster, fact-based decision-making improved profitability and customer retention
IMPACT
The client transitioned from reactive reporting to proactive performance management, resulting in operational efficiency, higher margins, and a stronger competitive position.

Turning Crisis into Closure: COP9 Tax Fraud Resolution

Tax Investigation
Hospitality
VIEW PROJECT
Successful Resolution of a COP9 Tax Investigation for a restaurant owner admitted to deliberate tax fraud
Challenge:
HMRC’s Fraud Investigation Service raided a restaurant owner and interviewed staff. During the interview, he admitted irregularities and HMRC issued a Code of Practice 9 (COP9) notice, alleging deliberate tax fraud over several years due to undeclared income (cash sale). With prosecution a real possibility, Mr. A faced severe financial, reputational, and legal risks.
Solution:   
  • Rapid Assessment: Explained COP9 implications, the Contractual Disclosure Facility (CDF) process, and potential penalty impacts.

  • Forensic Review: Analysed all business and personal records, uncovering legitimate but unclaimed overseas expenses that offset much of the undeclared income.

  • Strategic Disclosure: Applied the “Telling, Helping, Giving Access” principles—providing HMRC with a transparent, evidence-backed disclosure report.

  • Negotiation: Challenged HMRC’s assumptions with detailed financial reconstructions, rebutting their initial “business economics” estimates.

Results:      
  • Significant Reduction in Liability: HMRC accepted our recalculated position based on our analytical and logical reasoning, reducing additional tax and penalties substantially.

  • Favourable Settlement: reasonable net profit adjustments for the main enquiry year and similar positive outcomes for earlier years.

  • Prosecution Avoided: Full cooperation and robust evidence secured an equitable resolution without escalation.

IMPACT
A potentially career-ending tax fraud allegation was resolved with minimal financial impact, protecting both the client’s livelihood and reputation.

Split without the Spill: Tax-Neutral Statutory Demerger

Corporate Structuring
HMRC
VIEW PROJECT
Tax-Neutral Statutory Demerger
Challenge:
A UK trading group with a profitable core business and a high-risk venture sought to separate its operations to protect the core entity, ease shareholder tensions, and enable focused growth—all while ensuring the restructuring remained fully tax-neutral.
Solution:   
Structured an indirect statutory demerger under CTA 2010 rules, transferring the high-risk venture into a new company with proportional share distribution. Secured HMRC clearance to confirm tax neutrality and applied stamp duty reconstruction reliefs.
Results:      

Achieved a clean, compliant split with no tax charges, clearer strategic focus, reduced risk exposure, and flexibility for future growth or succession.

Cleaning Up the Past: Fixing Compliance Failures

Payroll Compliance
Small Business
VIEW PROJECT
Resolving Compliance Failures and Avoiding Further Penalties
Challenge:
The client’s previous accountant failed to apply pension deductions, report auto-enrolment, or file on time, resulting in a £1,800 fine, unplanned payment of both employer and employee pension contributions (without recovering employee deductions), and late filings that triggered HMRC enquiries.
Solution:   
We conducted a full compliance review, rectified pension reporting with The Pensions Regulator, brought auto-enrolment filings up to date, and implemented robust payroll and reporting processes. We also addressed HMRC’s queries with accurate records, preventing escalation.
Results:      
The client is now fully compliant, with penalties minimised, and automated systems ensuring accurate deductions, timely filings, and a reduced risk of future regulatory action.

Real-Time Financial Insights for a Multi-Branch Business

A multi-branch business using a single central bank account was drowning in manual reconciliations. Limited information on staff utilisation. Board reports arrived up to a week late...

From Chaos to Clarity: Real-Time Financial Insights

Analytics Platform
Multi-Branch Business
VIEW PROJECT
Real-Time Financial Insights for a Multi-Branch Business
Challenge:
A multi-branch business using a single central bank account was drowning in manual reconciliations. Limited information on staff utilisation. Board reports arrived up to a week late, delaying strategic decisions.
solution:   
We delivered an integrated analytics platform, consolidating real-time financial data from all branches. Executives and managers gained interactive dashboards with drill-down analysis, Excel exports, and visual KPIs. Staff time utilisation compared with service profitability, available diary time with booking time. Automated anomaly detection flagged irregularities instantly, while role-based access ensured governance and compliance.
results:
  • Single source of truth for all financial data
  • Real-time branch & product profitability, cash flow, and forecasting

  • Faster, informed decisions with instant access to KPIs
IMPACT
From week-late reports to real-time insights—at management’s fingertips.

Funding a Grandchild’s Education – Bare Trust for Direct Gifts

For straightforward gifts intended for minor grandchildren—such as funding school/university fees—we assist clients in setting up bare trusts (also discretionary trusts). Assets are transferred to trustees...

Funding a Grandchild through Bare Trusts

Estate Planning
Family Wealth
VIEW PROJECT
Funding a Grandchild’s Education – Bare Trust for Direct Gifts
Challenge:    
For straightforward gifts intended for minor grandchildren—such as funding school/university fees—we assist clients in setting up bare trusts (also discretionary trusts). Assets are transferred to trustees (often the client’s own child) who hold them absolutely for the named grandchild.
Solution:
  • Gifts to bare trusts are Potentially Exempt Transfers (PETs)

  • No Inheritance Tax (IHT) is due if the client survives seven years from the date of the gift

  • If the client passes away within seven years, the gift may become chargeable
Results:   
  • Simple to establish and manage

  • Assets are treated as belonging to the beneficiary for tax purposes, allowing use of their personal income tax allowance and capital gains tax exemption

  • The beneficiary gains full control at age 18

Boosting Efficiency in the Service Industry with Automation & KPIs

A national service provider faced slow month-end closes, duplicated manual work, and a lack of actionable insights. Reports were late, operational performance was unclear, and leadership ...

Time Back to Lead: Automating Finance & KPIs

Process Automation
Service Industry
VIEW PROJECT
Boosting Efficiency in the Service Industry with Automation & KPIs
Challenge:
A national service provider faced slow month-end closes, duplicated manual work, and a lack of actionable insights. Reports were late, operational performance was unclear, and leadership struggled to prioritise improvements.
Solution:   
We implemented automation tools to streamline reporting, accounts payable, and intercompany reconciliations—eliminating hours of manual consolidation. In parallel, we worked with leadership to design fewer than 10 high-impact, non-financial KPIs directly linked to their Critical Success Factors. These KPIs were monitored daily, owned by specific teams, and reviewed weekly by executives.
Results:      
  • Month-end close time was reduced by 60% through automated data capture and consolidation

  • KPI dashboards provided real-time visibility into service delivery, client satisfaction, and operational bottlenecks

  • Reporting waste cut by 40%, freeing finance teams to focus on analysis and strategic support

  • Faster, fact-based decision-making improved profitability and customer retention
IMPACT
The client transitioned from reactive reporting to proactive performance management, resulting in operational efficiency, higher margins, and a stronger competitive position.

Successful Resolution of a COP9 Tax Investigation for a restaurant owner admitted to deliberate tax fraud

HMRC’s Fraud Investigation Service raided a restaurant owner and interviewed staff. During the interview, he admitted irregularities and HMRC issued a Code of Practice 9 (COP9) notice, alleging deliberate tax fraud over several years due to ...

Turning Crisis into Closure: COP9 Tax Fraud Resolution

Tax Investigation
Hospitality
VIEW PROJECT
Successful Resolution of a COP9 Tax Investigation for a restaurant owner admitted to deliberate tax fraud
Challenge:
HMRC’s Fraud Investigation Service raided a restaurant owner and interviewed staff. During the interview, he admitted irregularities and HMRC issued a Code of Practice 9 (COP9) notice, alleging deliberate tax fraud over several years due to undeclared income (cash sale). With prosecution a real possibility, Mr. A faced severe financial, reputational, and legal risks.
Solution:   
  • Rapid Assessment: Explained COP9 implications, the Contractual Disclosure Facility (CDF) process, and potential penalty impacts.

  • Forensic Review: Analysed all business and personal records, uncovering legitimate but unclaimed overseas expenses that offset much of the undeclared income.

  • Strategic Disclosure: Applied the “Telling, Helping, Giving Access” principles—providing HMRC with a transparent, evidence-backed disclosure report.

  • Negotiation: Challenged HMRC’s assumptions with detailed financial reconstructions, rebutting their initial “business economics” estimates.

Results:      
  • Significant Reduction in Liability: HMRC accepted our recalculated position based on our analytical and logical reasoning, reducing additional tax and penalties substantially.

  • Favourable Settlement: reasonable net profit adjustments for the main enquiry year and similar positive outcomes for earlier years.

  • Prosecution Avoided: Full cooperation and robust evidence secured an equitable resolution without escalation.

IMPACT
A potentially career-ending tax fraud allegation was resolved with minimal financial impact, protecting both the client’s livelihood and reputation.

Tax-Neutral Statutory Demerger

A UK trading group with a profitable core business and a high-risk venture sought to separate its operations to protect the core entity, ease shareholder tensions, and enable focused growth—all while ensuring ...

Split without the Spill: Tax-Neutral Statutory Demerger

Corporate Structuring
HMRC
VIEW PROJECT
Tax-Neutral Statutory Demerger
Challenge:
A UK trading group with a profitable core business and a high-risk venture sought to separate its operations to protect the core entity, ease shareholder tensions, and enable focused growth—all while ensuring the restructuring remained fully tax-neutral.
Solution:   
Structured an indirect statutory demerger under CTA 2010 rules, transferring the high-risk venture into a new company with proportional share distribution. Secured HMRC clearance to confirm tax neutrality and applied stamp duty reconstruction reliefs.
Results:      

Achieved a clean, compliant split with no tax charges, clearer strategic focus, reduced risk exposure, and flexibility for future growth or succession.

Resolving Compliance Failures and Avoiding Further Penalties

The client’s previous accountant failed to apply pension deductions, report auto-enrolment, or file on time, resulting in a £1,800 fine, unplanned payment of both employer and employee pension contributions (without recovering employee deductions), and ...

Cleaning Up the Past: Fixing Compliance Failures

Payroll Compliance
Small Business
VIEW PROJECT
Resolving Compliance Failures and Avoiding Further Penalties
Challenge:
The client’s previous accountant failed to apply pension deductions, report auto-enrolment, or file on time, resulting in a £1,800 fine, unplanned payment of both employer and employee pension contributions (without recovering employee deductions), and late filings that triggered HMRC enquiries.
Solution:   
We conducted a full compliance review, rectified pension reporting with The Pensions Regulator, brought auto-enrolment filings up to date, and implemented robust payroll and reporting processes. We also addressed HMRC’s queries with accurate records, preventing escalation.
Results:      
The client is now fully compliant, with penalties minimised, and automated systems ensuring accurate deductions, timely filings, and a reduced risk of future regulatory action.

Real-Time Financial Insights for a Multi-Branch Business

A multi-branch business using a single central bank account was drowning in manual reconciliations. Limited information on staff utilisation. Board reports arrived up to a week late...

From Chaos to Clarity: Real-Time Financial Insights

Analytics Platform
Multi-Branch Business
VIEW PROJECT
Real-Time Financial Insights for a Multi-Branch Business
Challenge:
A multi-branch business using a single central bank account was drowning in manual reconciliations. Limited information on staff utilisation. Board reports arrived up to a week late, delaying strategic decisions.
solution:   
We delivered an integrated analytics platform, consolidating real-time financial data from all branches. Executives and managers gained interactive dashboards with drill-down analysis, Excel exports, and visual KPIs. Staff time utilisation compared with service profitability, available diary time with booking time. Automated anomaly detection flagged irregularities instantly, while role-based access ensured governance and compliance.
results:
  • Single source of truth for all financial data
  • Real-time branch & product profitability, cash flow, and forecasting

  • Faster, informed decisions with instant access to KPIs
IMPACT
From week-late reports to real-time insights—at management’s fingertips.

Funding a Grandchild’s Education – Bare Trust for Direct Gifts

For straightforward gifts intended for minor grandchildren—such as funding school/university fees—we assist clients in setting up bare trusts (also discretionary trusts). Assets are transferred to trustees...

Funding a Grandchild through Bare Trusts

Estate Planning
Family Wealth
VIEW PROJECT
Funding a Grandchild’s Education – Bare Trust for Direct Gifts
Challenge:    
For straightforward gifts intended for minor grandchildren—such as funding school/university fees—we assist clients in setting up bare trusts (also discretionary trusts). Assets are transferred to trustees (often the client’s own child) who hold them absolutely for the named grandchild.
Solution:
  • Gifts to bare trusts are Potentially Exempt Transfers (PETs)

  • No Inheritance Tax (IHT) is due if the client survives seven years from the date of the gift

  • If the client passes away within seven years, the gift may become chargeable
Results:   
  • Simple to establish and manage

  • Assets are treated as belonging to the beneficiary for tax purposes, allowing use of their personal income tax allowance and capital gains tax exemption

  • The beneficiary gains full control at age 18

Boosting Efficiency in the Service Industry with Automation & KPIs

A national service provider faced slow month-end closes, duplicated manual work, and a lack of actionable insights. Reports were late, operational performance was unclear, and leadership ...

Time Back to Lead: Automating Finance & KPIs

Process Automation
Service Industry
VIEW PROJECT
Boosting Efficiency in the Service Industry with Automation & KPIs
Challenge:
A national service provider faced slow month-end closes, duplicated manual work, and a lack of actionable insights. Reports were late, operational performance was unclear, and leadership struggled to prioritise improvements.
Solution:   
We implemented automation tools to streamline reporting, accounts payable, and intercompany reconciliations—eliminating hours of manual consolidation. In parallel, we worked with leadership to design fewer than 10 high-impact, non-financial KPIs directly linked to their Critical Success Factors. These KPIs were monitored daily, owned by specific teams, and reviewed weekly by executives.
Results:      
  • Month-end close time was reduced by 60% through automated data capture and consolidation

  • KPI dashboards provided real-time visibility into service delivery, client satisfaction, and operational bottlenecks

  • Reporting waste cut by 40%, freeing finance teams to focus on analysis and strategic support

  • Faster, fact-based decision-making improved profitability and customer retention
IMPACT
The client transitioned from reactive reporting to proactive performance management, resulting in operational efficiency, higher margins, and a stronger competitive position.

Successful Resolution of a COP9 Tax Investigation for a restaurant owner admitted to deliberate tax fraud

HMRC’s Fraud Investigation Service raided a restaurant owner and interviewed staff. During the interview, he admitted irregularities and HMRC issued a Code of Practice 9 (COP9) notice, alleging deliberate tax fraud over several years due to ...

Turning Crisis into Closure: COP9 Tax Fraud Resolution

Tax Investigation
Hospitality
VIEW PROJECT
Successful Resolution of a COP9 Tax Investigation for a restaurant owner admitted to deliberate tax fraud
Challenge:
HMRC’s Fraud Investigation Service raided a restaurant owner and interviewed staff. During the interview, he admitted irregularities and HMRC issued a Code of Practice 9 (COP9) notice, alleging deliberate tax fraud over several years due to undeclared income (cash sale). With prosecution a real possibility, Mr. A faced severe financial, reputational, and legal risks.
Solution:   
  • Rapid Assessment: Explained COP9 implications, the Contractual Disclosure Facility (CDF) process, and potential penalty impacts.

  • Forensic Review: Analysed all business and personal records, uncovering legitimate but unclaimed overseas expenses that offset much of the undeclared income.

  • Strategic Disclosure: Applied the “Telling, Helping, Giving Access” principles—providing HMRC with a transparent, evidence-backed disclosure report.

  • Negotiation: Challenged HMRC’s assumptions with detailed financial reconstructions, rebutting their initial “business economics” estimates.

Results:      
  • Significant Reduction in Liability: HMRC accepted our recalculated position based on our analytical and logical reasoning, reducing additional tax and penalties substantially.

  • Favourable Settlement: reasonable net profit adjustments for the main enquiry year and similar positive outcomes for earlier years.

  • Prosecution Avoided: Full cooperation and robust evidence secured an equitable resolution without escalation.

IMPACT
A potentially career-ending tax fraud allegation was resolved with minimal financial impact, protecting both the client’s livelihood and reputation.

Tax-Neutral Statutory Demerger

A UK trading group with a profitable core business and a high-risk venture sought to separate its operations to protect the core entity, ease shareholder tensions, and enable focused growth—all while ensuring ...

Split without the Spill: Tax-Neutral Statutory Demerger

Corporate Structuring
HMRC
VIEW PROJECT
Tax-Neutral Statutory Demerger
Challenge:
A UK trading group with a profitable core business and a high-risk venture sought to separate its operations to protect the core entity, ease shareholder tensions, and enable focused growth—all while ensuring the restructuring remained fully tax-neutral.
Solution:   
Structured an indirect statutory demerger under CTA 2010 rules, transferring the high-risk venture into a new company with proportional share distribution. Secured HMRC clearance to confirm tax neutrality and applied stamp duty reconstruction reliefs.
Results:      

Achieved a clean, compliant split with no tax charges, clearer strategic focus, reduced risk exposure, and flexibility for future growth or succession.

Resolving Compliance Failures and Avoiding Further Penalties

The client’s previous accountant failed to apply pension deductions, report auto-enrolment, or file on time, resulting in a £1,800 fine, unplanned payment of both employer and employee pension contributions (without recovering employee deductions), and ...

Cleaning Up the Past: Fixing Compliance Failures

Payroll Compliance
Small Business
VIEW PROJECT
Resolving Compliance Failures and Avoiding Further Penalties
Challenge:
The client’s previous accountant failed to apply pension deductions, report auto-enrolment, or file on time, resulting in a £1,800 fine, unplanned payment of both employer and employee pension contributions (without recovering employee deductions), and late filings that triggered HMRC enquiries.
Solution:   
We conducted a full compliance review, rectified pension reporting with The Pensions Regulator, brought auto-enrolment filings up to date, and implemented robust payroll and reporting processes. We also addressed HMRC’s queries with accurate records, preventing escalation.
Results:      
The client is now fully compliant, with penalties minimised, and automated systems ensuring accurate deductions, timely filings, and a reduced risk of future regulatory action.

Our process blends precision, foresight, and proactive partnership—at every stage.

About Us
Understand Your Vision

Tailor the
Strategy

Diagnose & Discover

Implement with Precision
Monitor & Optimise
Stay Ahead Together


... is super efficient and friendly

Our company’s year end accounts and my self assessment completed in timely manners. Elixir accountancy is super efficient and friendly. Thanks to Idrees and his team.

Talha Jawad

...they help you regardless of your situation and time restraints

Elixir has continued to support myself and my business through thick and thin. Not a money-grabbing company, they help you regardless of your situation and time restraints. I've never questioned their accounting skills, always accurate, prompt, polite, flexible and great communication.

Tom Stringer

...am never using anyone else in future. I can wholeheartedly recommend

Idrees completed my last 4 years of tax return. He completed everything on time and with exceptionally high level of professionalism. Idrees was always available to answer all my questions. He is very knowledgeable and explains the tax system really well. I have used many other accountants for my tax return before meeting Idrees. I am never using anyone else in future. I can wholeheartedly recommend Idrees to everyone.

Saydul Bashar

...have been impressed by the expert knowledge and the readiness to clarify any questions I had

Thank you Elixir Chartered Accountants for their professional support with my business accounts as well as the accounts for my second business and my personal tax return. I have been impressed by the expert knowledge and the readiness to clarify any questions I had, and by the speed with which all the accounts and returns were prepared.

Nancy Clay

... we always find them to be professional , friendly and highly qualified,

As a company, we have been soliciting the help of this accountancy firm in particular Idrees for nearly 5 years, we always find them to be professional , friendly and highly qualified, would highly reccommend

Hassan Gholizadeh

... we’ve gone from week-late reporting to real-time insight at our fingertips

We run multiple medical clinics and we were overwhelmed by information across multiple branches and had no clear view of staff utilisation. Elixir integrated our data and built a Power BI dashboard platform that delivered real-time financial data, interactive dashboards, and automated anomaly alerts, all from a single source of truth. Management can instantly see branch profitability, cash flow, and key KPIs. We’ve gone from week-late reporting to real-time insight at our fingertips.

Dr Sundeep Soin

Expertise that goes beyond generalists.

Our offerings are more than operational tasks, they are strategic enablers built to unlock efficiency, compliance, and long-term value.

Technology
& SaaS


Fast-growth guidance and innovation reliefs from Seed to Series C.

Real Estate
& Property


Capital tax planning, inheritance trusts, and yield optimisation.

Legal


Payroll, structuring, and partner profit management.

HealthCare

Cross-border VAT, budgeting, and custom tax structuring.

Your Business Deserves Our Best Thinking

Modern tax. Tailored finance. Strategic foresight.

Tier-One Advisory
Backgrounds

Global experience from Big Four firms & specialist boutiques.

Full-Spectrum
Service Integration


Tax, compliance, and insight under
one strategic roof.

Embedded
Expert Teams

Dedicated teams, human-first
and always responsive.

Industry-Backed
Intelligence

Amazon

Data-rich insight and financial modeling tuned to your sector.

Digital & Paperless
Efficiency


Built to scale with cloud systems
and smart workflows.

Proactive Planning
Frameworks


Designed for real savings and
long-term optimisation.

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