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Ad Valorem Group

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Ad Valorem Group

Ad Valorem Group Whether you are looking for purely traditional services or want to have an accountancy practice that gets truly involved, look no further!

Taking the step to move accountants, whilst not always an easy or quick decision, can mean realising your plans for your business sooner rather than later and in a way that is most beneficial. Ad Valorem is well placed to bring value to your business because, whilst retaining the core disciplines associated with a traditional firm of accountants, the main thrust of Ad Valorem and its Team is the p

reparation and interpretation of management information, hands-on business advice and strong tax planning capabilities. Peace of mind – we are ACCA quality checked so that you can rely on our work and expertise

Stress free – we are friendly and approachable; you can talk to us about anything, stress will be a thing of the past

Helpful & informative – we have a Customer Services Manager to help you every step of the way; jargon busting accountancy speak, helping you in meetings and keeping you informed

Saving you money – we research all sorts of solutions to make sure every penny you can save, you do save

Making you money – we are growth focused and forward thinking. You set your personal and business goals and we will make sure everything is in place for you to achieve them

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04/09/2026

𝗪𝗵𝗲𝗻 𝗱𝗶𝗱 𝘆𝗼𝘂 𝗹𝗮𝘀𝘁 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗪𝗶𝗹𝗹? 📜

Making a Will is an important step, but it is just as important to check that it 𝘀𝘁𝗶𝗹𝗹 𝗿𝗲𝗳𝗹𝗲𝗰𝘁𝘀 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲, 𝗳𝗮𝗺𝗶𝗹𝘆 𝗮𝗻𝗱 𝘄𝗶𝘀𝗵𝗲𝘀 𝘁𝗼𝗱𝗮𝘆.

Marriage, divorce, new children or grandchildren, changes to your finances, or even a change in who you would like to act as executor can all be good reasons to take another look.

In his latest blog, Kevin Barrett explains how often you should review your Will, the life events that should prompt a review, and why reviewing your Will does not necessarily mean you need to change it.

👉 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗯𝗹𝗼𝗴: https://www.advaloremgroup.uk/how-often-should-you-review-your-will/

03/09/2026

☀️ 𝗙𝗲𝗲𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝗵𝗲𝗮𝘁? 𝗬𝗼𝘂𝗿 𝘁𝗮𝘅 𝗯𝗶𝗹𝗹 𝗺𝗶𝗴𝗵𝘁 𝗯𝗲 𝗮𝗯𝗹𝗲 𝘁𝗼 𝗰𝗼𝗼𝗹 𝗱𝗼𝘄𝗻 𝘁𝗼𝗼. ❄️
With another hot UK summer, more businesses are 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗮𝗶𝗿 𝗰𝗼𝗻𝗱𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴.

But before you switch it on, it is worth switching on to the 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝘁𝗮𝘅 𝗿𝗲𝗹𝗶𝗲𝗳 too.

Air conditioning can qualify for 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗮𝗹𝗹𝗼𝘄𝗮𝗻𝗰𝗲𝘀, and depending on your circumstances, you may be able to claim 𝟭𝟬𝟬% 𝘁𝗮𝘅 𝗿𝗲𝗹𝗶𝗲𝗳 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗔𝗻𝗻𝘂𝗮𝗹 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗹𝗹𝗼𝘄𝗮𝗻𝗰𝗲 rather than waiting for relief over several years.

Our latest blog explains what businesses should consider, including how the timing of installation costs can affect the relief available.

👉 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗯𝗹𝗼𝗴: link in bio

02/09/2026

🎥 𝗪𝗵𝗮𝘁 𝘀𝗲𝘁𝘀 𝗼𝘂𝗿 𝗟𝘂𝗺𝗶𝗻𝗮 𝗥&𝗗 𝘁𝗲𝗮𝗺 𝗮𝗽𝗮𝗿𝘁?

Michaela explains how we combine the rigorous standards of an ACCA-regulated accountancy practice with the agility and personal service of a boutique firm.

Specialist expertise. Strong partner relationships. International reach through the ETL Global network.

Learn more: 🔗 https://lumina.advaloremgroup.uk/services/r-and-d-tax-relief

28/08/2026

𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗲𝘀𝘁𝗮𝘁𝗲 𝗶𝗳 𝘆𝗼𝘂 𝗱𝗶𝗲 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗮 𝗪𝗶𝗹𝗹? 📜

Many people assume their family will simply decide how everything is divided. In reality, if you die without a valid Will, the 𝗶𝗻𝘁𝗲𝘀𝘁𝗮𝗰𝘆 𝗿𝘂𝗹𝗲𝘀 decide who inherits, and the outcome may be very different from what you would have chosen.

This can be particularly important for 𝘂𝗻𝗺𝗮𝗿𝗿𝗶𝗲𝗱 𝗰𝗼𝘂𝗽𝗹𝗲𝘀, 𝗽𝗮𝗿𝗲𝗻𝘁𝘀 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗻𝗴 𝗰𝗵𝗶𝗹𝗱𝗿𝗲𝗻, 𝗯𝗹𝗲𝗻𝗱𝗲𝗱 𝗳𝗮𝗺𝗶𝗹𝗶𝗲𝘀 and anyone who wants greater control over how their estate is passed on.

𝗔 𝗪𝗶𝗹𝗹 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘄𝗵𝗼 𝗶𝗻𝗵𝗲𝗿𝗶𝘁𝘀. It can help you choose who manages your affairs, appoint guardians for your children and put the right protections in place for those you leave behind.

In our latest blog, Kevin explain's what happens if you die without a Will and why putting one in place can provide valuable certainty for your family.

👉 Read the full blog: https://www.advaloremgroup.uk/what-happens-if-you-die-without-a-will/

27/08/2026

📢 𝗝𝗼𝗶𝗻 𝗼𝘂𝗿 𝗧𝗲𝗮𝗺! Semi-Senior Accountant 📍 Bedford

We’re a family-run accountancy and advisory firm, working closely with ambitious SMEs and their owners. As our team continues to grow, we’re looking for a 𝗳𝗿𝗶𝗲𝗻𝗱𝗹𝘆 𝗮𝗻𝗱 𝗺𝗼𝘁𝗶𝘃𝗮𝘁𝗲𝗱 𝗦𝗲𝗺𝗶-𝗦𝗲𝗻𝗶𝗼𝗿 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁 to join us in our 𝗕𝗲𝗱𝗳𝗼𝗿𝗱 𝗼𝗳𝗳𝗶𝗰𝗲 with our recent acquisition Collett Hulance.

You’ll become part of a close-knit, supportive team where you can build your experience, develop your career and make a real difference to our clients.

👉 𝗥𝗲𝗮𝗱 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗿𝗼𝗹𝗲 and find details of 𝗵𝗼𝘄 𝘁𝗼 𝗮𝗽𝗽𝗹𝘆:
https://careers.advaloremgroup.uk/job/semi-senior-accountant-/

🌟 𝗖𝘂𝗿𝗶𝗼𝘂𝘀 𝗮𝗯𝗼𝘂𝘁 𝗹𝗶𝗳𝗲 𝘄𝗶𝘁𝗵 𝘂𝘀? Explore our careers website to meet our teams, learn about our culture and discover what it’s like to work here: https://careers.advaloremgroup.uk/

18/08/2026

An HMRC R&D tax enquiry does not necessarily mean your business has done something wrong. Often, HMRC is simply seeking further information or clarification.

With former HMRC expertise and a multidisciplinary team of tax, financial and technical specialists, Lumina helps businesses manage R&D enquiries with confidence, from reviewing the original claim through to preparing responses and supporting the process to closure.

We do not just prepare R&D claims. We stand behind them.

🔗 Read more about Lumina’s R&D Enquiry Support: https://lumina.advaloremgroup.uk/services/r-and-d-tax-relief/r-and-d-enquiry-support

06/08/2026

Following our recent Accounting Partner Day, delivered in partnership with ACCA, we were delighted to receive this wonderful feedback from attendee Linda Frier FCCA.

Events like these are all about bringing accountants together to share knowledge, exchange ideas, and learn from one another. It's fantastic to hear that the day left such a positive and lasting impression.

A huge thank you to everyone who joined us and helped make the day such a success, and to ACCA for partnering with us to deliver an engaging and insightful event.

We're already looking forward to the next one!

ACCA

04/08/2026

🎮 Developing video games? You could be missing out on valuable tax relief.

Did you know that if you're developing a qualifying British video game, you could be eligible for Video Games Expenditure Credit (VGEC)?

VGEC has replaced the previous Video Games Tax Relief for new productions and can help eligible game development studios reduce their Corporation Tax liability or receive a payable credit.

Understanding the rules, qualifying expenditure and claim process can be complex, but our Creative Reliefs specialists can help you maximise your claim while staying compliant.

Find out more about VGEC and how we can support your business: https://lumina.advaloremgroup.uk/services/video-game-expenditure-credit

29/07/2026

What should accountancy firms be looking for in an R&D tax relief partner?

In this short video, Michaela explains why technical expertise, quality, and a specialist approach matter when supporting clients with R&D claims.

With developments like UKRI's new five-year strategy reinforcing the UK's commitment to research, innovation and commercial growth, the R&D landscape continues to evolve. That's why it's essential to work with a specialist partner who stays up to date with the latest changes and understands what they mean for your clients.

📖 Read our latest blog for an overview of the UKRI strategy and its potential impact on innovative UK businesses.

🔗 https://www.advaloremgroup.uk/ukri-new-five-year-strategy/

28/07/2026

💡 Are you making the most of Patent Box?

The UK Patent Box allows eligible companies to pay just 10% corporation tax on profits from patented innovations, compared to the standard 25%.

But to qualify, you must demonstrate the link between your R&D activity and the IP created.

Done right, this can unlock significant long-term tax savings.

👉 Find out if your business qualifies: https://lumina.advaloremgroup.uk/services/patent-box

Address

2 Manor Farm Court, Old Wolverton
Milton Keynes
MK125NN

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Website

http://www.advaloremgroup.uk/

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