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  • Specialist-led process
  • UK HMRC compliant
  • Enquiry support included
How we help

Tax advisory and relief services for Professional Services firms

Bonham & Brook is a specialist advisory partner to professional services firms. We work as an extension of your practice, combining technical expertise with a collaborative approach to help you support your clients, strengthen your service offering and deliver exceptional outcomes.

Whether supporting your firm's compliance requirements or providing specialist advice to your clients, our experts integrate seamlessly with your team, allowing you to access additional expertise whenever it's needed, alleviating the time burden.

£11mSecured for clients of PS firms
120Clients supported
110+Partners in our ecosystem
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Key challenges facing Professional Services firms

Professional services firms are under increasing pressure to deliver broader technical expertise, meet evolving compliance obligations and provide greater value to clients, all while protecting profitability and maintaining strong client relationships.

Having full-time specialists across every area of tax and compliance is no longer a viable solution, but they do need access to trusted expertise when complex matters arise. Whether supporting the firm's own regulatory responsibilities or providing specialist advice to clients, having the right expertise available at the right time is essential.

 

Our role

Bonham & Brook acts as an extension of your practice, providing specialist technical support across tax, compliance and advisory services. We work collaboratively with your team to identify opportunities, manage risk and deliver practical, commercially focused solutions that enhance your client offering without disrupting existing relationships and ultimately alleviating time constraints.

Sub-sectors within Professional Services

  • accounting-firms Accounting firms
  • legal-practices Legal practices
  • retail-businesses Financial Services firms
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Our Services

How We Help Professional Services Firms

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£50m+

Energy Relief secured for clients

  • Energy

Energy Relief helps professional services firms support their energy-intensive and industrial clients in accessing cost relief schemes they may not even be aware of. We specliase in EII, BICS, CCL and CPS. We review eligibility, usage data and sector classification to identify schemes clients may not know they qualify for.

  • Scheme eligibility reviewWe assess client eligibility across the current relief landscape, including schemes with sector-specific qualifying criteria.
  • Usage and cost data analysisWe review energy usage and billing data to quantify the potential relief available.
  • Application and compliance supportWe manage the documentation and submission process required to secure and maintain relief.
  • Horizon scanning for upcoming schemesWe keep clients informed of scheme changes, such as new schemes launching with retroactive qualifying periods, so they don't miss a window.
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£2m+

in property tax refunds secured for clients

  • Capital Allowances

Capital Allowances help professional services firms reduce taxable profits on qualifying expenditure in office fit-out, fixtures, equipment and property improvements. We review asset records and property costs to identify claimable fixtures, plant and embedded systems that may be missed in standard accounting reviews.

  • Reduce taxable profits through asset reliefCapital Allowances can reduce taxable profits and improve cash flow when qualifying assets are identified and claimed correctly.
  • Office fit-out and equipment reviewWe review spend on office fit-out, furniture, equipment, IT infrastructure and property improvements to identify qualifying assets.
  • Fixtures and embedded asset analysisWe check lighting, heating, ventilation, electrical systems and other embedded assets within office or practice premises.
  • Claim calculation and submission supportWe categorise qualifying assets, calculate the allowance position and prepare the claim for submission.
R&D Tax Credits - Software
£50m+

in R&D Tax relief secured for clients

  • Innovation

R&D Tax Credits help professional services firms and their clients recover cash or reduce tax liabilities on qualifying innovation activity, even where that work doesn't look like obvious R&D activity on the surface. We review project and cost records to identify qualifying activity that's often missed because it sits within day-to-day client delivery rather than a dedicated R&D function.

  • Uncover overlooked qualifying activityMany firms underestimate how much of their clients' work, process improvement, bespoke system builds, technical problem-solving qualifies for relief.
  • Technical and financial reviewWe assess project narratives and cost data together, ensuring claims are both technically robust and accurately quantified.
  • HMRC-compliant claim preparation We prepare and document claims to the current HMRC standard, reducing enquiry risk for your clients.
  • Ongoing enquiry support Where HMRC raises questions, we support your client through the process, protecting the relationship and the claim.
  • Cross-sell opportunity identificationWe proactively flag where more than one relief or service may apply to the same client, so opportunities aren't left on the table.
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45+ years

Of combined compliance expertise

  • Compliance

Our Compliance services help professional services firms and their clients manage regulatory obligations, reduce risk and respond confidently to scrutiny. From anti-money laundering requirements to R&D Tax Credit compliance, we review existing processes, documentation and submissions to identify gaps and strengthen your compliance position.

  • AML compliance reviewsWe assess AML policies, procedures and internal controls against the requirements relevant to your firm, identifying areas that may need strengthening.
  • Client due diligence and risk assessmentWe review client identity checks, risk ratings, source-of-funds records and ongoing monitoring to help ensure your AML processes are clearly documented and consistently applied.
  • R&D claim health checks and process reviewsWe review previously submitted R&D claims, supporting evidence and internal processes against current HMRC requirements, helping identify compliance risks and build a more defensible approach.
  • HMRC enquiry and disclosure supportWe support clients through HMRC enquiries, voluntary disclosures and other compliance matters, helping manage correspondence, evidence and corrective action where required.
Our edge

Specialist tax & Compliance support for Professional Services firms

At Bonham & Brook, professional services engagements are led by dedicated specialists in the relevant advisory or tax relief area.

Our specialists work with partners, directors, finance teams, compliance teams and technical advisers to review R&D activity, capital expenditure, energy usage, property transactions and innovation funding opportunities across each area of our service offering.

We use business records, compliance information, transaction documents and financial data to identify the relevant advisory or relief position. We then prepare calculations, supporting documentation and implementation guidance where needed.

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Hector Simpson

Head of Partnerships

Partnerships

How we collaborate with Professional Services firms

We understand that professional services firms have a million and one things to think about, and as a result some client savings are missed due to capacity. Bonham & Brook acts as an extension to your firm, providing specialist insight into key savings areas across R&D, Capital Allowances, Energy Relief and Compliance, stopping things falling through the cracks and ultimately bolstering client cashflow.

Case Studies

Examples of how we’ve helped businesses secure funding, manage risk, and unlock tax value.

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What our clients say about us

Get in touch

Tax relief eligibility review for Professional Services firms.

Book a structured, no-obligation review with a specialist. We’ll assess your compliance requirements, partnership structure, property costs and transaction history, then provide a clear viability report.

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Confidential

All discussions are held in strict confidence.

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Complimentary 

Initial eligibility consultation is always complimentary.

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Request a Free Eligibility Review