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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 preparation 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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02/10/2026

𝗡𝗼 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗧𝗮𝘅 𝘁𝗼 𝗽𝗮𝘆? 𝗬𝗼𝘂 𝗺𝗮𝘆 𝘀𝘁𝗶𝗹𝗹 𝗻𝗲𝗲𝗱 𝘁𝗼 𝘁𝗲𝗹𝗹 𝗛𝗠𝗥𝗖.
It is easy to assume that if an estate has no Inheritance Tax liability, there is no need to submit a full Inheritance Tax return.

However, the rules determining whether tax is payable and the rules determining whether an estate must be reported are not identical.

𝗧𝗵𝗶𝘀 𝗶𝘀 𝗽𝗮𝗿𝘁𝗶𝗰𝘂𝗹𝗮𝗿𝗹𝘆 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝘄𝗵𝗲𝗿𝗲 𝗮𝗻 𝗲𝘀𝘁𝗮𝘁𝗲:
• is close to the relevant thresholds
• includes property with an uncertain valuation
• relies on transferred allowances
• needs to claim the Residence Nil Rate Band

Getting the reporting requirements wrong could lead to delays, unexpected tax liabilities or penalties.

In our latest article, Kevin Barrett explains 𝘄𝗵𝘆 𝗮𝗻 𝗲𝘀𝘁𝗮𝘁𝗲 𝗺𝗮𝘆 𝘀𝘁𝗶𝗹𝗹 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗿𝗲𝗽𝗼𝗿𝘁𝗲𝗱 𝘁𝗼 𝗛𝗠𝗥𝗖, even when there is ultimately no Inheritance Tax to pay.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲: https://www.advaloremgroup.uk/no-inheritance-tax-to-pay-you-may-still-need-to-tell-hmrc/

01/10/2026

🏏 A fantastic evening celebrating Northamptonshire County Cricket Club at their End of Season Dinner!

We’re delighted to share a few photos from the night, including Nigel Adams presenting the T20 Player of the Year Award to James Sales. 🏆

Ad Valorem proudly sponsored the award, and with 25 wickets in a breakout white-ball campaign, James had plenty to celebrate. Congratulations, James! 👏

Thank you to the NCCC team for a brilliant evening, and congratulations to all the award winners. It was a pleasure to come together with familiar faces and fellow supporters to celebrate the season.

30/09/2026

𝗧𝗮𝗸𝗶𝗻𝗴 𝘁𝗶𝗺𝗲 𝘁𝗼𝗴𝗲𝘁𝗵𝗲𝗿 𝘁𝗼 𝘀𝗵𝗮𝗿𝗲 𝗶𝗱𝗲𝗮𝘀, 𝗹𝗶𝘀𝘁𝗲𝗻 𝗮𝗻𝗱 𝗹𝗲𝗮𝗿𝗻. 💬

This month, colleagues from across Ad Valorem came together for a 𝗱𝗮𝘆 𝗼𝗳 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻 𝗮𝗻𝗱 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻.

Our 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗿𝗲 𝗮𝘁 𝘁𝗵𝗲 𝗵𝗲𝗮𝗿𝘁 𝗼𝗳 𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. Creating space to exchange perspectives and learn from one another helps us build a stronger team and 𝗸𝗲𝗲𝗽 𝗶𝗺𝗽𝗿𝗼𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘄𝗲 𝗴𝗶𝘃𝗲 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀.

𝗔 𝗯𝗶𝗴 𝘁𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 to everyone who took part and contributed to the conversations. 👏

🎥 Hear from our Joint Managing Director, Nikki Adams, about the day.

29/09/2026

Good luck to our amazing 𝗥&𝗗 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 𝗧𝗲𝗮𝗺 at tonight's Accounting Excellence Awards! 🤞🏆

The team are finalists for 𝗧𝗮𝘅 𝗧𝗲𝗮𝗺 𝗼𝗳 𝘁𝗵𝗲 𝗬𝗲𝗮𝗿 – 𝗠𝗶𝗱-𝗧𝗶𝗲𝗿 𝗙𝗶𝗿𝗺, and we couldn’t be prouder. Their expertise, dedication and care for our clients make this recognition so well deserved.

We’ll be cheering you on at The Roundhouse in London on 29 September. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗷𝗼𝗶𝗻 𝘂𝘀 𝗶𝗻 𝘄𝗶𝘀𝗵𝗶𝗻𝗴 𝘁𝗵𝗲𝗺 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗼𝗳 𝗹𝘂𝗰𝗸! 💙

hashtag hashtag hashtag hashtag hashtag

24/09/2026

📢 New Self Assessment reporting rules now apply to directors of close companies.

From the 2025/26 tax return, affected directors will need to provide additional information, including:

🏢 The company name and registration number

💷 Dividends received from the company

📊 Their highest percentage shareholding during the tax year

The changes will give HMRC greater visibility over the relationship between owner-managed companies and their directors.

For directors, this makes accurate dividend paperwork, share records and consistent company accounts more important than ever.

Our latest blog explains who is affected, what information you will need and how to prepare.

🔗 Read the full blog: https://www.advaloremgroup.uk/new-self-assessment-rules-for-directors-of-close-companies/

14/09/2026

💷 𝗖𝗼𝘂𝗹𝗱 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗚𝗮𝗶𝗻𝘀 𝗧𝗮𝘅 𝗮𝗳𝗳𝗲𝗰𝘁 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝘆𝗼𝘂 𝗸𝗲𝗲𝗽 𝗳𝗿𝗼𝗺 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀?

If you’re considering a future sale, CGT is likely to be an important part of the conversation.

Ahead of the Autumn Budget, there has been discussion around whether Capital Gains Tax rates could move closer to Income Tax rates. Nothing has been confirmed, but for business owners planning an exit, understanding the potential impact is worth considering.

𝗜𝗻 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗯𝗹𝗼𝗴, 𝘄𝗲 𝗹𝗼𝗼𝗸 𝗮𝘁:
🔹 How CGT can apply to a business sale
🔹 What a higher CGT rate could mean in practice
🔹 Business Asset Disposal Relief
🔹 Why early planning matters
🔹 How Ad Valorem can support you throughout the sales process

The key message is simple: 𝗱𝗼𝗻’𝘁 𝗽𝗿𝗲𝗱𝗶𝗰𝘁, 𝗽𝗿𝗲𝗽𝗮𝗿𝗲.

👉 𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗯𝗹𝗼𝗴: https://www.advaloremgroup.uk/capital-gains-tax-and-business-sales-what-could-change-in-the-autumn-budget/

11/09/2026

As part of , we’re 𝘀𝗵𝗶𝗻𝗶𝗻𝗴 𝗮 𝘀𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 on the 𝗽𝗲𝗼𝗽𝗹𝗲 𝗯𝗲𝗵𝗶𝗻𝗱 𝗼𝘂𝗿 𝗽𝗮𝘆𝗿𝗼𝗹𝗹 team. 💙

𝗠𝗲𝗲𝘁 𝗞𝗲𝗺𝗶, who has been part of 𝗔𝗱 𝗩𝗮𝗹𝗼𝗿𝗲𝗺 𝗳𝗼𝗿 𝟭𝟵 𝘆𝗲𝗮𝗿𝘀.

In this short video, Kemi shares 𝘄𝗵𝗮𝘁 𝘀𝗵𝗲 𝗹𝗼𝘃𝗲𝘀 𝗮𝗯𝗼𝘂𝘁 𝗵𝗲𝗿 𝗿𝗼𝗹𝗲, the relationships she has built with clients, the 𝗯𝗿𝗶𝗹𝗹𝗶𝗮𝗻𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝘀𝗵𝗲 𝘄𝗼𝗿𝗸𝘀 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲, and why 𝗔𝗱 𝗩𝗮𝗹𝗼𝗿𝗲𝗺 𝗳𝗲𝗲𝗹𝘀 𝗹𝗶𝗸𝗲 𝗮 𝗳𝗮𝗺𝗶𝗹𝘆.

𝗧𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂 𝗱𝗼, 𝗞𝗲𝗺𝗶. We’re very lucky to have you as part of the team. 💙

10/09/2026

𝗜𝘁 𝘁𝗮𝗸𝗲𝘀 𝗮 𝘁𝗲𝗮𝗺 to make payroll happen. 👏

This , we’re 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗯𝗿𝗶𝗹𝗹𝗶𝗮𝗻𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 behind 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝘄𝗲 𝗽𝗿𝗼𝘃𝗶𝗱𝗲.

This photo of our 𝗽𝗮𝘆𝗿𝗼𝗹𝗹 𝘁𝗲𝗮𝗺 was taken two years ago, and since then the team has continued to grow. Today, our Payroll Team includes Kemi, Julia, Shirley, Denise, Trudy, Emma and Trina.

𝗣𝗮𝘆𝗿𝗼𝗹𝗹 𝗰𝗮𝗻 𝗼𝗳𝘁𝗲𝗻 𝗯𝗲 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝘂𝗻𝘀𝘂𝗻𝗴 𝗵𝗲𝗿𝗼𝗲𝘀 𝗼𝗳 𝗮 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀. When everything runs smoothly, it can be easy to overlook just how much work goes on behind the scenes to make sure people are paid accurately and on time.

One of the benefits of working with a larger accountancy firm is having the strength of a wider team behind you, bringing together experience, knowledge and support when you need it.

𝗔 𝗵𝘂𝗴𝗲 𝘁𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 to Kemi, Julia, Shirley, Denise, Trudy, Emma and Trina 𝗳𝗼𝗿 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂 𝗱𝗼 𝗳𝗼𝗿 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲𝗶𝗿 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲𝘀. 💙

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

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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