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Multi-family office adds new accountancy and tax services to offering


Oracle Capital Group, an independent multi-family office and wealth consultancy, is launching a new Accountancy and Tax service regulated by the Association of Chartered Certified Accountants (ACCA). 

In addition to the Legal Advisory Service which Oracle Capital Group recently added, the Accountancy and Tax Service Division will provide clients with extra specialist services to fulfil regular client demands in this area.

Rosie Chalmers, Head of the Accountancy and Tax Service and CFO at Oracle Capital Group, has been granted a Practising Certificate as a Chartered Certified Accountant in the United Kingdom, and will provide a range of accountancy and tax services in relation to immigration, start-up businesses and wealth and asset structuring. She will also give advice on Corporate Tax and VAT.

Under the Accountancy and Tax Service Division, Oracle Capital Group will offer clients the following services:

Personal services – individual advice on business performance or personal finances. The firm offers advice in relation to income tax; capital gains tax; inheritance tax; and tax issues related to immigration and change of residence

Corporate services – corporate tax planning; preparation of annual accounts; company secretarial services; payroll; VAT returns

The company also offers:

• Preparation of management reports on a monthly or a quarterly basis for  decision makers and also at the request of auditors, bankers, Her Majesty’s
Revenue and Customs (HMRC) and other third parties
• Appointment as a tax agent, undertaking the activities as a “Chartered Certified Accountant”
• Communication with the Tax Authorities on  behalf of the client, including submission of various Tax Returns, such as Corporate Tax, Self-Assessment Tax, VAT Returns, RTI (payroll) and ATED

Chalmers has more than ten years’ experience in Senior Financial Management roles. She received a BSc degree from Oxford Brookes University (UK) specialising in Finance and Accountancy, and also holds the ACCA, FTA and IFA certificates.

Martin Graham, Chairman of Oracle Capital Group, says: “We are proud to announce that we will be able to provide clients with these tax services, in addition to the legal advisory service which we launched recently. It will become much easier for a client to make an effective decision, by taking into consideration not only legal but also accountancy and tax advice from our experts at Oracle Capital Group.”

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