Empower Your Financial Future with Apex Wealth

Experience expert accounting services for efficient business and money management.

Our Services

Small Business Services

Efficient financial record-keeping and management for small businesses.

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Limited Company Services

Simplified limited company accounting and compliance solutions.

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Universal Credit Support

Solutions tailored to your specific Universal Credit needs.

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Coaching and Consulting

Strategic business guidance and coaching for financial success.

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Client Resources

Access our exclusive resources designed to support your financial journey

Video Library

Access our comprehensive collection of educational videos covering accounting basics, tax strategies, and business growth tips.

Access Videos

Document Portal

Secure portal for uploading, downloading, and managing all your important financial documents and reports.

Access Portal

Financial Tools

Interactive calculators, templates, and tools to help you make informed financial decisions for your business.

Use Tools

Our Unique Value

Discover what sets Apex Wealth apart in our industry

Expertise

Seasoned professionals offering expert accounting advice and solutions.

Commitment

Dedicated to excellence and client success in every engagement.

Human Approach

We prioritize relationships and personalized service for every client.

Trust & Security

Complete confidentiality and security in all your financial matters.

What Our Clients Say

"Highly recommend Apex Wealth for their professionalism, expertise, and exceptional results."
Edelson Fantini

Edelson Fantini

Bethel's Bakery

"Apex Wealth transformed our business with their expert accounting guidance."
Diego Lima

Diego Lima

Kings Motorbikes

"Working with Apex Wealth has been a game-changer, providing invaluable accounting guidance and support."
Pedro Manuel

Pedro Manuel

MPO Repairs

"Highly recommend Apex Wealth for their professionalism, expertise, and exceptional results."
Edelson Fantini

Edelson Fantini

Bethel's Bakery

"Apex Wealth transformed our business with their expert accounting guidance."
Diego Lima

Diego Lima

Kings Motorbikes

"Working with Apex Wealth has been a game-changer, providing invaluable accounting guidance and support."
Pedro Manuel

Pedro Manuel

MPO Repairs

Take Control of Your Finances Now

Contact us today to explore our tailored solutions for your individual or business needs.

Get Started

About Apex Wealth

Discover our commitment to financial excellence and client success.

Our Story

Apex Wealth was founded with a clear purpose: to make managing your finances simpler and more meaningful.

We believe in transparency, trust, and building genuine relationships with every individual and business we serve. Our role goes beyond compliance and accounting — we walk alongside our clients, providing clarity, guidance, and confidence at every stage of their journey.

At Apex Wealth, numbers are never just figures. They represent people's goals, stories, and futures, and we treat them with the care and respect they deserve.

What truly sets us apart is our human approach. Every client is supported by a dedicated team who is always available to listen, advise, and act. We ensure you are never left alone in the process, because we believe that true financial success can only be achieved when the human touch remains at the heart of everything we do.

Our Values

Expertise

Seasoned professionals offering expert accounting advice and solutions.

Commitment

Dedicated to excellence and client success in every engagement.

Human Approach

We prioritize relationships and personalized service for every client.

Trust & Security

Complete confidentiality and security in all your financial matters.

Our Services

Comprehensive financial solutions for individuals and businesses.

Expert Accounting Services

Small Business Services

Our experienced team provide peace of mind by dealing with your small business finances.

Learn More

Limited Company Services

Simplified limited company accounting and compliance for businesses of all sizes.

Learn More

Universal Credit Support

We offer tailored support for your Universal Credit journey with expert guidance.

Learn More

Coaching and Consulting

Our specialists help you plan for a secure financial future with tailored solutions.

Learn More

Ready to Transform Your Financial Future?

Contact us today to explore our tailored solutions for your individual or business needs.

Get Started

Small Business Services

Efficient financial record-keeping for your growing business.

Our Small Business Service Provides Peace of Mind

Explore the range of services we offer to make managing your business easier, allowing you to focus on what matters... Your business growth!

Discover Our Expertise

We offer a range of exceptional services designed to help manage your business. We take the hassle out of bookkeeping, accounting and tax to free up your time to focus on running and growing your business.

No two businesses are the same so we are here to support you with our team of accountants and finance professionals. Working with you to figure out the right solution to maximize the return on your investment and time in your business.

Use our state of the art cloud based accounting software package to manage your bookkeeping and accounting needs. Knowing we are here to support and guide you at every step.

Let's Explore a Brighter Future Together!

Our Small Business Plans

Starter Accounting Support

£90/Month
  • HMRC Self employed registration
  • Access to our cloud based accounting software
  • Live Profit and Loss monitoring
  • Easy invoice generation
  • Simple expense recording
  • Personal tax threshold monitoring
  • Annual self assessment tax return
  • VAT registration to suit your needs
  • Quarterly VAT reporting
  • Accounting and bookkeeping Support
  • Tax planning support
Get Started

Limited Company Services

Simplified limited company accounting for your business.

Find the Perfect Fit for Your Budget

Choose from our range of flexible pricing options that cater to your specific needs.

Standard

£110/month inc VAT
  • We handle HMRC enquiries
  • We deal with Companies House
  • Use of our cloud accounting software package
  • Completion of year end accounts and limited company tax return
  • Annual confirmation statement filing
Get Started

Platinum

£180/month inc VAT
  • We handle HMRC enquiries
  • We deal with Companies House
  • Use of our cloud accounting software package
  • Completion of year end accounts and limited company tax return
  • Annual confirmation statement filing
  • Payroll feature no limit
  • VAT Registration
  • Quarterly VAT return filing
Get Started

How It Works

As an Apex Wealth limited company client we set you up for success

1

Consultation

We discuss your limited company needs, whether you need help setting up a new one or already have one.

2

On-boarding

We set your company up on our system and make the necessary registrations with HMRC and Companies House.

3

Business as usual

Use our cloud based bookkeeping software to manage your expenses, invoices and stay on top of your business.

4

Reporting

Companies House and HMRC filings are undertaken throughout the year as agreed.

Universal Credit Support

Solutions tailored to your specific needs and circumstances.

Solutions Tailored to You

Discover the Ideal Match for Your Needs

Experts on hand to help

Our team of specialists are always available to assist with your Universal Credit queries.

Personalized plans

We create tailored solutions to cater to your unique needs and circumstances.

Affordable rates

Competitive pricing compared to other providers in the market.

Exceptional value

We deliver outstanding service and value for your investment.

Universal Credit Support Plans

Detailed Discovery Call

£55

Connect with us to discuss your Universal Credit situation and questions

  • Overview of the basics of UC
  • Options for your next steps
Book a Meeting

**Additional Universal Credit Services: We offer assistance in all matters related to Universal Credit, contact us for further information and pricing.

Client Testimonials

"Highly recommend Apex Wealth for their professionalism, expertise, and exceptional results."
Edelson Fantini

Edelson Fantini

Bethel's Bakery

"Apex Wealth transformed our business with their expert accounting guidance."
Diego Lima

Diego Lima

Kings Motorbikes

"Working with Apex Wealth has been a game-changer, providing invaluable accounting guidance and support."
Pedro Manuel

Pedro Manuel

MPO Repairs

"Highly recommend Apex Wealth for their professionalism, expertise, and exceptional results."
Edelson Fantini

Edelson Fantini

Bethel's Bakery

"Apex Wealth transformed our business with their expert accounting guidance."
Diego Lima

Diego Lima

Kings Motorbikes

"Working with Apex Wealth has been a game-changer, providing invaluable accounting guidance and support."
Pedro Manuel

Pedro Manuel

MPO Repairs

Coaching and Consulting

Strategic business guidance and coaching for your financial success.

Achieve Your Goals with Our Expert Guidance

We provide comprehensive solutions and support to help you reach new heights in your personal and business finances.

Financial Coaching

We provide personalised coaching to help you achieve your personal and business financial goals.

  • Personal financial goal setting
  • Budgeting and cash flow management
  • Debt reduction strategies
  • Investment guidance
  • Retirement planning

Business Consulting

Our specialists help you plan for a secure financial future with tailored solutions.

  • Business financial planning
  • Growth strategy development
  • Profitability analysis
  • Tax optimization strategies
  • Succession planning

Ready to Transform Your Financial Future?

Contact us today to explore our tailored coaching and consulting solutions.

Get Started
Back to Blog

5 Tax Tips for Small Business Owners 5 Dicas Fiscais para Proprietários de Pequenas Empresas 5 Consigli Fiscali per Proprietari di Piccole Imprese 5 Consejos Fiscales para Propietarios de Pequeñas Empresas

Managing taxes effectively is crucial for small business success. Here are five essential tips:

1. Keep Accurate Records

Maintain detailed records of all income and expenses throughout the year. This makes tax time much easier and ensures you don't miss any deductions.

2. Understand Allowable Expenses

Many business expenses are tax-deductible, including office supplies, travel costs, and professional services. Make sure you're claiming everything you're entitled to.

3. Plan for VAT

If your turnover exceeds the VAT threshold, you'll need to register. Consider whether voluntary registration might benefit your business.

4. Use Tax-Efficient Structures

The way your business is structured can significantly impact your tax liability. Consider whether a limited company might be more tax-efficient than sole trading.

5. Seek Professional Advice

A qualified accountant can help you navigate complex tax regulations and identify opportunities for savings.

Contact Apex Wealth today to learn how we can help optimize your tax position.

Gerenciar impostos de forma eficaz é crucial para o sucesso de pequenas empresas. Aqui estão cinco dicas essenciais:

1. Mantenha Registros Precisos

Mantenha registros detalhados de todas as receitas e despesas ao longo do ano. Isso torna a época dos impostos muito mais fácil e garante que você não perca nenhuma dedução.

2. Entenda as Despesas Permitidas

Muitas despesas empresariais são dedutíveis, incluindo material de escritório, custos de viagem e serviços profissionais. Certifique-se de reivindicar tudo o que tem direito.

3. Planeje o IVA

Se seu faturamento exceder o limite do IVA, você precisará se registrar. Considere se o registro voluntário pode beneficiar seu negócio.

4. Use Estruturas Eficientes em Impostos

A forma como sua empresa está estruturada pode impactar significativamente sua responsabilidade fiscal. Considere se uma empresa limitada pode ser mais eficiente em impostos do que ser autônomo.

5. Busque Aconselhamento Profissional

Um contador qualificado pode ajudá-lo a navegar por regulamentações fiscais complexas e identificar oportunidades de economia.

Entre em contato com a Apex Wealth hoje para saber como podemos ajudar a otimizar sua posição fiscal.

Gestire le tasse in modo efficace è fondamentale per il successo delle piccole imprese. Ecco cinque consigli essenziali:

1. Mantieni Registri Accurati

Mantieni registri dettagliati di tutte le entrate e le spese durante l'anno. Questo rende il periodo fiscale molto più semplice e assicura che non perda alcuna deduzione.

2. Comprendi le Spese Ammissibili

Molte spese aziendali sono deducibili dalle tasse, inclusi forniture per ufficio, costi di viaggio e servizi professionali. Assicurati di richiedere tutto ciò a cui hai diritto.

3. Pianifica l'IVA

Se il tuo fatturato supera la soglia IVA, dovrai registrarti. Considera se la registrazione volontaria potrebbe beneficiare la tua attività.

4. Usa Strutture Fiscalmente Efficienti

Il modo in cui la tua attività è strutturata può influenzare significativamente la tua responsabilità fiscale. Considera se una società a responsabilità limitata potrebbe essere più efficiente dal punto di vista fiscale rispetto al lavoro autonomo.

5. Cerca Consulenza Professionale

Un commercialista qualificato può aiutarti a navigare tra le complesse normative fiscali e identificare opportunità di risparmio.

Contatta Apex Wealth oggi per scoprire come possiamo aiutarti a ottimizzare la tua posizione fiscale.

Gestionar los impuestos de manera efectiva es crucial para el éxito de las pequeñas empresas. Aquí hay cinco consejos esenciales:

1. Mantén Registros Precisos

Mantén registros detallados de todos los ingresos y gastos durante el año. Esto hace que la época de impuestos sea mucho más fácil y asegura que no pierdas ninguna deducción.

2. Entiende los Gastos Permitidos

Muchos gastos empresariales son deducibles de impuestos, incluyendo suministros de oficina, costos de viaje y servicios profesionales. Asegúrate de reclamar todo lo que te corresponde.

3. Planifica el IVA

Si tu facturación supera el umbral del IVA, necesitarás registrarte. Considera si el registro voluntario podría beneficiar a tu negocio.

4. Usa Estructuras Fiscalmente Eficientes

La forma en que está estructurada tu empresa puede impactar significativamente tu responsabilidad fiscal. Considera si una empresa limitada podría ser más eficiente fiscalmente que ser autónomo.

5. Busca Asesoramiento Profesional

Un contador calificado puede ayudarte a navegar por las complejas regulaciones fiscales e identificar oportunidades de ahorro.

Contacta a Apex Wealth hoy para saber cómo podemos ayudarte a optimizar tu posición fiscal.

Contact Us

Get in touch to discuss how we can help with your financial needs.

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We're here to help with all your financial needs. Reach out to us through any of the channels below.

Phone

+44 (0) 7565 881038

Email

info@apexwealth.uk

Business Hours

Monday - Friday: 9:00 AM - 6:00 PM

Saturday: 10:00 AM - 2:00 PM

Client Area

Access your exclusive resources and manage your account.

Exclusive Client Benefits

Video Library

Access our exclusive collection of financial education videos and tutorials.

Document Portal

Securely access and download your financial documents and reports.

JoyPilot Integration

Quick access to JoyPilot for seamless financial management.

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