Client reviews

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an accountant?

I needed advice on Capital Gains Tax and Self Assessment

How has Elaine Grose helped you?

Elaine has been fantastic. her knowledge, advice and professionalism has be first class. The services Elaine has provided have been very good value for money. I would would recommend Elaine to anybody who neds tax advice

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing I could think of

Elaine's reply

Thank you for your lovely feedback. It is always a pleasure to work with someone before a transaction, it gives us more options to plan and mitigate the tax position!

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Dorset

What were the circumstances that caused you to initially look for an accountant?

In 2015 with the adviceof a financial asdvisor and solicitor my wife and I transferred a small flat into a trust with our daughters as beneficiaies. In 2020 we made a further money gift to them. Last year the FA and the solicitor retired and we were told by their sucessors that because of the 14 year rule the 2020 gift brought back into our estate the value of the flat if we should die in the next 4 years. Our solicitorconfirmed the IHT situation and advised us to make no more gifts. I complained that we had never been told about the 14 year rule and we were advised to make the 2020 gift without being told of the IHT consequences. My complaints were dismissed. I consulted another firm of solicitors who thought I had been given incorrect advice and they advised me to contact Elaine Grose whom they felt had a good understanding of the IHT rule complexities.

How has Elaine Grose helped you?

We are both quite elderly and Elaine visited us twice at home. She was very thorough and explained clearly, patiently and kindly the complex interaction between CLTs, PETs, lifetime transfers,death transfers and how IHT is calculated. She provided us with written out examples of inheritance tax in a variety of scenarios and discussed the possibility of making further gifts to our daughters when we downsize from our family home. I am glad to say that the 14 year rule does not affect us as adversely as we had been led to believe and Elaine confirmed that our FA and solicitor's advice was wrong. Elaine wrote a tactful letter to our solicitor who eventually acknowledged the mistake.

Have you seen the outcome you were hoping for?

Yes - I had been given incorrect advice by a former financial advisor and solicitor, and they have agreed to reimburse my costs in resolving the matter.

What could they have done better?

Nothing

Elaine's reply

It is always disappointing to find out that clients have received incorrect advice, when they have taken the right path instructing professional advisers. The well known seven year rule can extend to fourteen where settlements are made, but the failed CLT/PET rules are specific in their operation. For me there is little point in giving advice if it doesn't make sense to the recipient, it was a pleasure working with these clients and I am grateful their previous advisers have acknowledged their mistakes.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an accountant?

I was trying to support a friend who had got into a bit of a situation and failed to submit a tax return last year. They didn’t earn enough to pay tax but due to having several jobs and sometimes being paid in cash they should’ve completed a self assessment and had incurred fines and penalties for failing to do so.

How has Elaine Grose helped you?

The HMRC self assessment process was really confusing for an individual with multiple roles during the last year and very little in the way of records. I complete my own tax return but as I am paid through PAYE it’s simple. Elaine took over the process on behalf of my friend completed all of the paperwork and provide great communication and advice along the way.

Have you seen the outcome you were hoping for?

I was literally having sleepless nights and the HMRC fines were increasing daily! Elaine resolved everything for us, she established what tax had been paid (with very little in the way of accounts and no P45, P60 or P11d). She liaised with HRMC (something we couldn’t do as they close the phone lines to the general public until this years returns are due!) and not only did she complete what we thought was a complex return she has the had the initial fine that had been paid repaid and also managed to appeal and have over £700 of additional fines cancelled.

What could they have done better?

I honestly don’t think there’s anything that could have been improved. Not only did Elaine resolve the issue we had gone to her with but also made recommendations for employers my friend could approach that could provide an opportunity for his line of work where he would be on payroll and offered to facilitate an introduction. Elaine removed allot of stress from our household and her fees were less than a third of the HMRC fines which had been accrued. We’ve already had Elaine complete the 2022/23 tax return (5mths early) and will certainly be using her services in the future!

Elaine's reply

Thank you for your kind review, this was a really positive outcome. The three month HMRC helpline closure has had a huge effect on taxpayers without representation, no doubt many more are accruing daily penalties for late filing without HMRC assistance being available.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Buckinghamshire

What were the circumstances that caused you to initially look for an accountant?

I was looking for someone who knew about land.

How has Elaine Grose helped you?

Elaine helped work out the CG implications and gave me options to mull over, she was extremely efficient when we decided which route to take.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I'm not sure, I've never used anyone before to handle my financial affairs, all I know is that Elaine was efficient, easy to get hold of and reassuring regarding my needs.

Elaine's reply

Thank you for your kind review, the only downside is the waiting time for a CG34 post-transaction valuation check, fingers crossed it will be with us soon!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an accountant?

Tax support required.

How has Elaine Grose helped you?

Elaine has been invaluable with the advice she has been giving me and we are still in the process of working through some detailed and complex tax matters.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, really. Elaine has been proactive throughout the entire process, nudging me along to keep the momentum.

Elaine's reply

Thank you for your kind review, it is a pleasure working with you and navigating the tax issues surrounding overseas parent company share schemes. My nudging skills are well developed!!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an accountant?

Personal tax affairs

How has Elaine Grose helped you?

Elaine is outstanding & has been brilliant in many areas of personal tax returns/reviews.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Elaine is outstanding.

Elaine's reply

I greatly value our long-term connection, it is always a pleasure working with you!

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Cornwall

What were the circumstances that caused you to initially look for an accountant?

Feeling unsure about filing my own SA returns

How has Elaine Grose helped you?

Has reviewed software and advised on MTD going forward

Have you seen the outcome you were hoping for?

Yes, and looking forward to ongoing support and accuracy in my business accounting

What could they have done better?

N/A

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an accountant?

assistance with tax return

How has Elaine Grose helped you?

prepares tax return, offers advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

reduce my tax bill

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an accountant?

Needed specialist tax advice

How has Elaine Grose helped you?

Enormously

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing, Elaine is there every step of the way

Elaine's reply

Such wonderful feedback, thank you so much!

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an accountant?

Business Tax Planning

How has Elaine Grose helped you?

She has helped organize and plan our business tax planning and also now helps me with personal tax.

Have you seen the outcome you were hoping for?

Yes! Elaine is pro-active, pragmatic and goes beyond.

What could they have done better?

I'm happy with the service provide

Elaine's reply

Thank you for your kind feedback! Advising on the business as well as the personal tax concerns for amibitious SME owner managers is hugely rewarding.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an accountant?

business need

How has Elaine Grose helped you?

with clarity and great advice

Have you seen the outcome you were hoping for?

yes

What could they have done better?

N/A

Elaine's reply

It is always great to work with SME owner managers and helping them with the complexities of the tax regime!

First impression from a user who is not yet a client

May, 2023

Overall

Please provide a brief comment about your experience with Elaine

very genuine honest professional lady

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an accountant?

Inheritance

How has Elaine Grose helped you?

Elaine is more than simply a tax advisor. She has provided me and my family with first rate guidance and advice, whilst also being a warm and compassionate person

Have you seen the outcome you were hoping for?

The process is moving smoothly

What could they have done better?

I can only recommend Elaine, we feel in safe hands

Elaine's reply

What wonderful feeback, thank you so much!

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an accountant?

We have been working with Elaine for a number of years now

How has Elaine Grose helped you?

Elaine has a wide breadth and depth of knowledge alongside a commercial outlook and an exceptional attention to detail. Elaine constantly helps us by being up to date with frequent tax changes and provide advice which is tailored to our business.

Have you seen the outcome you were hoping for?

Always.

What could they have done better?

Nothing.

Elaine's reply

Thank you for your kind feedback! It is always great to work with ambitious SME owner managers.