Specialist Support & Protection
Running a business can bring unexpected challenges, and when they arise, it helps to have expert support on your side.
Our specialist tax advice services are designed to give you peace of mind, whether that is protection against an HMRC enquiry or tailored advice for complex or high-value situations.
At Bernard Rogers & Co, our strength lies in our experience. We have been supporting clients as a trusted accountancy firm across Warwickshire and beyond for over 30 years, and our team has the depth of knowledge needed to handle even the most intricate financial or tax challenges.
Tailored Advisory for Complex or Niche Needs
Every client is different, and some require more specialist support.
Whether you are searching for specialist tax advisory to assist with property transactions, complex group structures, or sector-specific challenges, our team can provide bespoke advice and strategic guidance.
We take a proactive, pragmatic approach, finding practical solutions that protect your position and help you move forward confidently.
As your taxation accountant, we ensure that every complex scenario is managed with precision.
MoneyMaximiser
MoneyMaximiser was created when Nick and his father decided to purchase an established business rather than start one from scratch. They needed an accountant who could guide them through their first acquisition, carry out robust financial due diligence and help structure the deal compliantly. Bernard Rogers & Co supported them from their very first conversation to the moment the purchase completed, providing clarity, confidence and full oversight during an unfamiliar and highly regulated process.
family recommendations
acquisition options analysed
Supporting a first-time business purchase with clear advice and hands-on financial guidance
Nick first contacted Bernard Rogers & Co for help setting up a business. Six months later, they made the decision to buy a business instead. The company they were purchasing used very traditional accounting methods, with bookkeeping done on Excel, and the business structure was unusual, with one part VAT registered and the other not. The sector is also FCA-regulated, making it far from a standard acquisition. They needed an adviser who could explain every step, carry out detailed due diligence and ensure the structure met financial and legal requirements. Three of Nick’s family members were already clients, and after one call with David, they knew they wanted to work with us.
Bernard Rogers & Co carried out a full financial due diligence report and created structured comparison packs for each purchase option. This allowed Nick to make a fully informed decision about which business structure was financially stronger and better aligned with their long-term plans. We guided them through negotiations, supported the legal process and provided hands-on advice during the final days of the purchase, when decisions had to be made quickly. There were many late-day phone calls, last-minute financial questions and structural considerations, and we were fully invested in helping them secure the right outcome.
Once the acquisition was completed, we supported the transition to QuickBooks and provided training to move them away from Excel-based bookkeeping. Initially, Nick and his wife planned to handle the bookkeeping themselves, but the VAT split became complicated, so they moved the bookkeeping to us for accuracy and ease. We now produce their annual accounts, and we will take over payroll from spring 2026. They describe our approach as friendly, approachable and consultative.
They appreciate that we listen to what they want, present practical solutions and explain everything in clear terms. They feel reassured knowing they can call at any time and receive a fast response, which has been essential during their first experience of buying and running a business.
MoneyMaximiser has now launched new insurance products and expanded its service offering. As their product lines grow, they will need to review their financial structure and future business planning, and Bernard Rogers & Co will continue to support them through each stage of that journey.
HMRC Investigation Cover
Even the most careful businesses can face an HMRC enquiry.
Our investigation cover gives you expert representation from a tax investigation accountant and peace of mind that if HMRC comes calling, you will not face unexpected costs.
We will deal directly with HMRC on your behalf, ensuring the process is handled efficiently and professionally.
FAQs
Get the information you need to manage your business and personal taxes with confidence. Explore our frequently asked questions below or contact us for a free, informal chat.
HMRC investigation cover protects you from unexpected professional fees if your business is selected for an enquiry. We deal directly with HMRC on your behalf, managing the process professionally and efficiently.
Not necessarily. Enquiries can be random or triggered by routine checks. Our role is to ensure the process is handled correctly and your position is protected.
Yes, we regularly support clients with complex structures, property matters, niche sectors and high-value decisions that require tailored advice.
Yes, absolutely! Even for complex matters, you will have clear communication, practical explanations and consistent points of contact throughout.
Our specialist support sits alongside our core services, ensuring you are protected, informed and supported whenever additional expertise is required.
Get in touch with David
Contact David directly, or fill out the form below and we'll be in touch ASAP.
David Rogers
(Kenilworth Office)
"We've been using Bernard Rogers and Co for several years for all our business group's accounting needs, and we couldn't be happier with the service. The team (especially our client manager, Joanne) are always professional, knowledgeable, and quick to respond to any questions. Highly recommend!"
Contact us for a free, informal chat.
Message us today to explore tailored solutions that meet your unique business needs.
