Fortus Tax Compliance

Why choose Fortus Tax Compliance?

Managing your tax affairs effectively is about more than just filling in forms.
It’s about protecting your wealth, minimising your liabilities, and ensuring full compliance with HMRC - all while navigating a landscape of constantly changing legislation and complex rules.

No second guessing

We understand that tax can feel overwhelming, especially when you're focused on making major life decisions. You shouldn’t have to second-guess whether those decisions are tax-efficient or how they should be reported.

Reduced Complexity

At Fortus, we handle the complexity for you - so you can focus on what matters most. Working with us means you’ll maximise your wealth, reduce unnecessary tax costs, and protect your business and family financial futures.

Beyond Compliance

Tax compliance is just the beginning. Our experienced team lives and breathes tax – we bring strategic thinking to every client relationship.
We're here to do more than make you compliant - we’re here to help you get the most value from the money you earn and invest.

How we can support you

Our tax advisory services go far beyond the annual tax return. We provide guidance across a range of areas, from personal returns to services for trustees, executors and partnerships.

Wealth and investment structuring

Capital Gains and Inheritance Tax planning and reporting

Partnership and LLP services

Family business strategy, succession, and retirement planning

Trusts, estates, and will services

Property and rental income tax planning

Profit extraction and remuneration planning

General tax efficiency strategies

VAT reviews and project work

Protecting you from HMRC investigations

HMRC is increasing its scrutiny, with over 5,000 new tax investigators being hired to target individuals and small business owners. Now more than ever, it’s essential to protect yourself from potentially costly and stressful tax investigations.

Whether it’s a capital gains query, mortgage interest deduction, residence status review, or a full-scale investigation, Fortus is here to help you stay ahead.

Tax Investigation Insurance

At Fortus, we’re committed to protecting our clients — and that includes shielding you from the rising cost and disruption of HMRC enquiries and compliance checks.

HMRC investigations are on the rise, with a 116% increase in recent years. They can be random, time-consuming, and may go back up to 20 years, even if everything appears to be in order.

Our Tax Investigation Insurance (Professional Fee Protection) ensures:

We will defend and advise you if you are selected for investigation – with £100,000 of fees covered

If you're selected, we’ll lead the process, deal directly with HMRC, and provide expert advice — saving you time, stress, and money.

You’ll have 24/7 access to a free helpline offering legal, employment, and health and safety support.

Our cover is extensive and includes a wide range of areas covered for full or partial HMRC enquiries.

What our clients say

With a rapidly expanding manufacturing business and cashflow a constant problem, our bank wouldn’t offer further borrowing, expensive short-term loans seemed the only answer. Fortus took time to understand our business and requirements, presented our story to lenders and had 4 offers within 2 weeks, saving us £20,000 per month in debt repayment.

Ryetec Industrial Equipment Ltd.

I’ve worked with Fortus on several wealth management projects, including a SASS and bespoke cash platform. Fortus are knowledgeable, strategic, and genuinely invested in understanding my full financial picture. Their advice is thoughtful and long-term focused. I’d confidently recommend them to anyone seeking trusted, high-quality financial guidance.

Sunil Mehta

Private client

I have been delighted at the level of personal service provided by Fortus, they have given me a focused and tailor made service missing from my previous advisors. I have no hesitation at giving them 10 out of 10.

James Horlock

Private client

There's a synergy in what RLFC and Fortus are trying to achieve in our timelines. We're hungry and we're looking to be innovative and do things differently. I'm a really happy partner with Fortus, but also a satisfied customer.'

York RLFC

Fortus provides excellent service and has a fantastic team. They handle all our accounts promptly and are always available to discuss and explain any queries. We've worked with Fortus for many years and wouldn't hesitate to recommend them.

Adair Paxton Ltd.

Our Tax Compliance team

Liz Rogers

Head of Tax Compliance

liz.rogers@fortus.co.uk

Ros Haynes

Tax Manager

rosamond.haynes@fortus.co.uk

Laura Train

VAT Manager

laura.train@fortus.co.uk

Tom Purves

Tax Manager

tom.purves@fortus.co.uk

Emma Bayes

Tax Senior

emma.bayes@fortus.co.uk

Kelsi Harvey-Green

Tax Assistant

kelsi.harvey-green@fortus.co.uk

Sean Feasby

Tax Assistant

sean.feasby@fortus.co.uk

Get in touch

We’d love to hear from you.

Whatever your industry or business size, if you're looking to grow and are open to new possibilities, we're here with the support and expertise to help you reach your potential.

Get in touch