Marshall Accountancy Ltd

Marshall Accountancy Ltd Chartered Accountants, Registered Auditors and Business Finance Professionals authorised for Probate, Wills & Estate Planning Services.

Chartered Accountants, Registered Auditors and Business Finance Professionals Authorised for Probate, Wills & Estate Planning Services.

We’re halfway through the year already, making June the perfect time for a financial check-in! A mid-year review can hel...
09/06/2026

We’re halfway through the year already, making June the perfect time for a financial check-in!

A mid-year review can help you look at:
• Progress towards financial goals
• Savings and emergency funds
• Pension contributions
• Investments and protection policies
• Monthly spending and budgeting habits

Life changes quickly, and your finances should evolve with it.

Even small adjustments now can make a big difference by the end of the year.

Mid-year is a great reminder that financial planning isn’t just about the future, it’s about staying on track in the present too.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

Most people think Lasting Powers of Attorney are only for later life, but that’s one of the biggest misconceptions we se...
04/06/2026

Most people think Lasting Powers of Attorney are only for later life, but that’s one of the biggest misconceptions we see.

An LPA isn’t about age.
It’s about being prepared.

Accidents, illness or unexpected changes in health can happen at any stage of life.
Without a Lasting Power of Attorney in place, your loved ones may not automatically be able to make decisions or manage finances on your behalf.

There are two types of LPA:
✔️ Health & Welfare
✔️ Property & Financial Affairs

Putting them in place early gives you control over who would act for you if needed, rather than leaving important decisions to the courts.

It’s one of those documents people often wish they’d arranged sooner, not later.

If you’d like advice on putting an LPA in place, our team is here to help.

[email protected]

📅 Drop-in reminder! Saturday 30th May 2026Get friendly, practical advice that makes estate planning simple and stress-fr...
28/05/2026

📅 Drop-in reminder! Saturday 30th May 2026

Get friendly, practical advice that makes estate planning simple and stress-free.

No appointment needed, just pop in and see us, we can’t wait to help!

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

[email protected]

When it comes to your finances, it’s often the small things that end up costing the most.From missed deadlines to lack o...
26/05/2026

When it comes to your finances, it’s often the small things that end up costing the most.

From missed deadlines to lack of planning, these common mistakes can lead to unnecessary stress, penalties, and lost opportunities.

However, they’re all avoidable with the right structure and support in place!

Swipe through to see what to watch out for ➡️

📞Get in touch, we’re happy to help.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

Long weekends are for relaxing… but they’re also perfect for life admin.With the bank holiday giving you a bit of extra ...
21/05/2026

Long weekends are for relaxing… but they’re also perfect for life admin.

With the bank holiday giving you a bit of extra breathing room, it’s a great opportunity to get your finances in order, without the usual weekday rush.

Whether it’s reviewing your will, organising important documents, or simply checking in on your accounts, a small amount of time now can make a big difference later.

Future you will thank you for it.

Need guidance? We’re here to help.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

Missing a tax deadline can have more consequences than many people realise.From automatic penalties to ongoing interest ...
18/05/2026

Missing a tax deadline can have more consequences than many people realise.

From automatic penalties to ongoing interest charges, the costs can quickly add up and the longer it’s left, the more complex it can become to resolve.

The good news is that in many cases, there are steps you can take to limit the impact if it happens.

Swipe to learn what actually happens if you miss a deadline ➡️

If you’re ever unsure about your tax obligations or deadlines, it’s always worth getting advice early.

📞Get in touch, we’re happy to help.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

During Mental Health Awareness Week, it’s worth taking a moment to reflect on what affects our peace of mind day to day....
12/05/2026

During Mental Health Awareness Week, it’s worth taking a moment to reflect on what affects our peace of mind day to day.

For many people, financial uncertainty is a major source of stress.
Whether that’s worrying about tax deadlines, unorganised finances, or not having a will in place.

Putting the right plans and processes in place doesn’t just make things more efficient, it can help reduce that mental load and bring a greater sense of control and clarity.

Estate planning and good financial organisation are ultimately about more than paperwork, they’re about peace of mind for you and your loved ones.

Small steps now can make a meaningful difference later.

If you’d like support getting your affairs in order or simply want to review where things stand, feel free to get in touch ❤️

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

What actually changes when Making Tax Digital comes in?It’s not just how you submit your tax return that changes, it’s h...
11/05/2026

What actually changes when Making Tax Digital comes in?

It’s not just how you submit your tax return that changes, it’s how your finances are managed throughout the year.

Instead of one annual submission, you’ll be required to keep digital records and provide more regular updates, giving a clearer, more up-to-date view of your tax position.

This means moving away from last-minute, once-a-year processes to a more consistent and organised approach.

For many, it’s a shift towards being more proactive with finances rather than reactive.

If you’re unsure how these changes will affect you or how to prepare, it may be worth seeking advice early.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

In many cases, it’s not what people did that causes issues, it’s what they put off.From organising finances to putting t...
07/05/2026

In many cases, it’s not what people did that causes issues, it’s what they put off.

From organising finances to putting the right plans in place, these are often the things clients say they wish they had dealt with earlier.

Getting ahead of it isn’t just about staying organised, it’s about avoiding unnecessary stress and making things easier for yourself and those around you.

Swipe through to see what comes up time and time again ➡️

If there’s something you’ve been meaning to sort, this might be your reminder to take that first step.

Unsure where to start? Get in touch with us.

[email protected]

Marshall Accountancy | Chartered Accountants & Estate Planning Experts | Wills, Trusts, Probate & More | Est. 1993

Address

St Marys House Crewe Road, Alsager
Stoke-on-Trent
ST72EW

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 8:30am - 1pm

Telephone

+441270882300

Website

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