Kirkpatrick & Hopes - Succession Planning Accountants

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…to ensure continued success

Once the ISOP Implementation stage is completed, we need to make sure you get the full benefit of the planning going forward and that you continue to benefit from the changes by fine-tuning the plan. As accountants, we are perfectly placed to do this of course, and it becomes part of our day to day management of your accounts and tax affairs, including:

Annual accounts

We produce your annual statutory accounts to ensure consistent disclosure of all planning work.

Management accounts

We can produce your monthly financial reports for you, or what your in house accounting team produces, to ensure your plans stay on track.

Tax management

We prepare personal tax returns, company tax returns, P11Ds,  while continually looking for way to save you more tax.

Tax forecasting

This involves calculating projected company and personal tax bills to allow you to plan well ahead of deadlines and payment dates, so you have no surprise tax bills to pay.


Our payroll services cover the production and management of company payroll as well dividend administration, ensuring that all these payments are in accordance with your ISOP plans.

Statutory compliance

We maintain and update company registers and annual returns, reflecting the new share ownership structure created as part of the ISOP.


Needless to say, we keep safe copies of our engagement letters, fixed price agreements, invoices etc.