Services
Everything we offer.
Explore every service and find the right fit for you.
Services · 12
Find exactly what you need.
Search or filter everything Intaglio Wealth Partners offers, then open any service for prices, details and how it works.
| Open | ||||
|---|---|---|---|---|
 BookkeepingBusinessAccountsSole traders & small companies | Accounts | Monthly | From £95/mo | |
 Company Formation & StartupsBusinessAccountsNew founders | Accounts | 1 week | £295 | |
 Financial PlanningPersonalWealthIndividuals & families | Wealth | Initial plan | From £1,200 | |
 Inheritance Tax PlanningPersonalWealthEstates above £325k | Wealth | 2–4 weeks | From £750 | |
 Landlord & Property TaxPersonalTaxBuy-to-let landlords | Tax | Annual | From £350 | |
 Management Accounts & CFOBusinessAdvisoryBusinesses turning over £500k+ | Advisory | Monthly | From £450/mo | |
 Payroll & PensionsBusinessPayrollEmployers of 1 to 250 | Payroll | Weekly or monthly | From £8/employee | |
 Pensions & RetirementPersonalWealthAges 45+ | Wealth | 4–6 weeks | From £950 | |
 R&D Tax CreditsBusinessTaxCompanies developing new products or processes | Tax | 4–6 weeks | From £1,500 | |
 Self Assessment Tax ReturnsPersonalTaxSelf-employed, landlords, directors | Tax | 2 weeks | From £250 | |
 VAT ReturnsBusinessTaxVAT-registered businesses | Tax | Quarterly | From £75/qtr | |
 Year-end AccountsBusinessAccountsLimited companies | Accounts | Annual | From £850 |
12 of 12 shown · click a column to sort
What you get
Read it as you scroll.
Every promise Intaglio Wealth Partners makes to clients, lit up one line at a time.
- 01
Fixed monthly fees
One price agreed upfront. Phone calls and emails are always included, so you never hesitate to ask.
- 02
A named adviser
The same chartered accountant every year, who knows your business and picks up the phone.
- 03
Cloud-first
Live numbers in modern software, bank feeds connected and receipts captured from your phone.
- 04
Proactive tax planning
We review your position before the year ends, while there's still time to make a difference.
- 05
Business and personal
Company accounts, your own tax return and long-term financial planning under one roof.
“Moving to Intaglio Wealth Partners was the best decision we made last year. Our books are finally up to date, and I actually understand our numbers now.”
Hannah Ellis · 4.9 average from clients
Get started
Ready when you are. Book a call today.
Tell us what you need and our advisers will take it from there. It's quick, there's no obligation and we reply the same day.
FAQ
Questions we hear every day.
Quick answers about our services, pricing and booking at Intaglio Wealth Partners. Can't find yours? Just ask.
How do I switch from my current accountant?
Tell us and we'll do the rest. We send a professional clearance letter to your old accountant, collect your records and set up your software. Most switches take under two weeks and you don't need to have an awkward conversation.
Is the first consultation really free?
Yes. The first 45-minute meeting, in person or on video, costs nothing and comes with no obligation. You'll leave with a fixed quote and at least one useful idea.
Are your fees fixed?
Yes. You pay one monthly fee agreed upfront, with no charge for phone calls or emails. If your needs change, we agree any new fee with you before doing the work.
How are financial planning fees charged?
Planning work is charged as a fixed fee confirmed in writing before we start. Ongoing advice is either a fixed annual fee or a small percentage of assets we look after, and we'll explain both options.
When is the Self Assessment deadline?
Online returns for the previous tax year are due by 31 January, along with any tax owed. We ask clients to send documents by the end of October so there's time to plan.
Do I need to register for VAT?
You must register once your taxable turnover in any rolling 12 months goes over the VAT threshold. Some businesses benefit from registering voluntarily earlier, and we'll tell you if that applies to you.
Which accounting software do you use?
We work with all the major cloud packages and recommend one based on your business. Software subscriptions are included in our Limited Company and Growth plans.
Is Intaglio Wealth Partners regulated?
Intaglio Wealth Partners is a firm of ICAEW chartered accountants. Our financial planning service is authorised and regulated by the Financial Conduct Authority, and our planners hold Chartered status.