Lentells Limited

CHARD 01460 64441 | SEATON 01297 20584 | TAUNTON 01823 286274 | PAYROLL 01460 68700
chard@lentells.co.uk | seaton@lentells.co.uk | taunton@lentells.co.uk | payroll@lentells.co.uk

Client Portal

 

   

Closing Date:  Open
Vacancy Office: Taunton

Due to ongoing development, we are looking for a bookkeeper qualified by experience to join our bookkeeping team predominately based in our Taunton office.

The role will involve a whole range of bookkeeping services including but not limited to:

  • Day to day bookkeeping 
  • Purchase & sales ledgers (posting invoices, credit notes, bills, etc.)
  • Data entry from manual records (bank statements, invoices etc.)
  • Bank reconciliation
  • Liaising with clients and HMRC 
  • Preparing/completing VAT returns and deal with any queries arising
  • Processing client payroll
  • Maintaining accurate files and records
  • Setting up of Cloud Accounting accounts for clients
  • Assist clients with any queries or issues with cloud accounting or bookkeeping

The ideal candidate will have: 

Essential Experience

  • Must have at least 2 years practical (day to day) bookkeeping experience for a range of clients
  • Must have ‘exposure’ to VAT Returns for a range of clients
  • Must have proven experience of:
    • Purchase & sales ledgers
    • Data entry from manual records 
    • Bank reconciliation and preparing/completing VAT returns

Essential Requirements

  • All applicants MUST be eligible to work in the UK
  • Logical and well organised
  • Good problem solving skills
  • Computer literate and happy to use various accounting software packages
  • Good attention to detail
  • Able to work well both in a team and independently
  • Good level of both written and verbal communication skills

Desirable Experience

  • Experience of liaising with clients and HMRC
  • Processing client payroll
  • Setting up of Cloud Accounting accounts etc. 

Benefits include:

  • Competitive salary with regular salary reviews
  • Starting annual leave entitlement of 21 days plus bank holidays 
  • Private medical cover upon completion of a probationary period
  • Company pension
  • Hybrid working available subject to qualifying criteria 
  • Free on-site parking
  • Sick pay 
  • Cycle-to-work scheme
  • We are a mindful employer

To apply, please send your CV and covering letter to This email address is being protected from spambots. You need JavaScript enabled to view it.

Drag and drop files here or Browse

Closing Date: 21st July 2023
Vacancy Office: Taunton

Due to expansion of our bookkeeping department, we are looking to recruit a bookkeeping apprentice to join our team based predominantly in the Taunton office. 

Responsibilities include:

  • Day to day bookkeeping for various clients
  • VAT returns for various clients
  • Purchase and sales ledgers (posting invoices, credit notes, bills etc.)
  • Data entry from manual records (bank statements, invoices etc.)
  • Bank reconciliation
  • Process client payroll 
  • Maintain accurate files and records; filing invoices etc. 
  • Attend college, undertake course work and complete exams
  • Undertake, collate and gather evidence of OTJTR (off-the-job training requirements) as stipulated by the AAT
  • Any other associated and/or ad-hoc tasks and duties 

Desired skills and attributes:

  • You will need to be logical and well organisaed
  • You will have good problem solving skills
  • Computer literate and happy to use accounting packages with training
  • You will have good attention to detail
  • Be able to work well both in a team and independently 
  • Have good written and verbal communication skills 

Minimum Qualifications:

  • 5 GCSEs at grade A-C/9-4 
  • A minimum of grade B/5 in GCSE Maths

Benefits include:

  • Competitve salary, wtih 6-monthly salary review for trainees
  • Starting annual leave entitlement of 20 days plus bank holidays
  • Fully funded qualifivation & study with a home study package for trainees
  • We are both a Mindful Employer and have trained mental health first aiders in all offices
  • Private medical cover upon completion of a probatinary period 
  • Company events
  • Company pension
  • Flexible schedule
  • Free on-site parking
  • Sick Pay
  • Wellness programmes

For more information and to apply please go to our website www.lentells.co.uk. Alternatively, please send your CV and covering letter to Debbie Thatcher, Lentells Limited, Ash House, Cook Way, Bindon Road, Taunton, TA2 6BJ, or email This email address is being protected from spambots. You need JavaScript enabled to view it.

Drag and drop files here or Browse

At Lentells Estates & Probate Services Limited we aim to provide the best possible service to all of our clients, so if you have any concerns, please contact the individual managing your matters as soon as these arise so that they can be addressed promptly. If this does not address the issue to your satisfaction, you can raise a formal complaint by contacting Mrs L Paradise-Yong:

  • Telephone: 01460 64441
  • Letter: Lentells 17-18 Leach Road, Chard, Somerset, TA20 1FA
  • Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

To help us understand your complaint and to ensure we do not miss any relevant information please provide your full name and contact details, and information about what you think has gone wrong and when this occurred.

All complaints will be acknowledged by email within four working days, to provide confirmation that your complaint is being investigated.

We will then investigate the complaint, which will involve reviewing the file and speaking to relevant members of staff. We may need further information from you and will contact you if this is necessary. If appropriate we may invite you to a meeting to discuss the complaint. You would not be required to attend if you did not wish to and we are happy to discuss the matter with you on the telephone if you prefer.

At the end of our investigation, we will provide you with a written response detailing our findings and outlining what action we propose to take. We aim to do this within 28 days of receiving your complaint but will advise you in advance if this period needs to be extended.

Upon receipt of our letter detailing the outcome of our investigation and our proposed action, we would ask that within 14 days you contact us to either inform us:

  • That you are satisfied with the action that has been taken and that we can therefore close the complaint, or
  • That you are dissatisfied with what is proposed.

Where you are dissatisfied with the outcome of our investigation, we will carry out a further review of the complaint and consider any new information, if there is any. We will aim to do this within 14 days and then provide you with a final written response to your complaint detailing the findings and proposed action.

Legal Ombudsman

If your complaint relates to the service we have provided and you are still not satisfied with the outcome in our final written response to you or we have not provided a final written response to your complaint within 8 weeks of receiving it, then you may be able to have the complaint independently reviewed by the Legal Ombudsman. The Legal Ombudsman investigates complaints relating to poor service, but before accepting a complaint for investigation the Legal Ombudsman will check that you have tried to resolve your complaint with us first. If you have and you are not satisfied with the outcome, then you can take your complaint to the Legal Ombudsman:

  • Within six months of receiving a final response to your complaint and
  • No more than one year from the date of the act/omission that gave rise to the complaint; or
  • No more than one year from when you should reasonably have known there was cause for complaint.

The Legal Ombudsman can be contacted by

  • Phone: 0300 555 0333
  • Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Post: Legal Ombudsman, PO Box 6806, Wolverhampton, WV1 9WJ.
  • Further details are available on their website; legalombudsman.org.uk

CILEx Regulation

As the firm is authorised by CILEx Regulation, if your complaint relates to the misconduct of a CILEx member of CILEx Practitioner (ACCA) Probate, you can refer your complaint free of charge to CILEx Regulation for them to investigate. Misconduct is defined as any breach of the CILEx Code of Conduct: 2.-Code-Conduct-2019.pdf (cilexregulation.org/uk). Misconduct complaints must be made within 12 months of the act or omission that gave rise to the complaint or within 12 months of the complainant having knowledge of the act or omission that gave rise to the complaint, whichever is the greater. CILEx regulation can be contacted by:

  • Phone: 01234 845770
  • Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Post: Room 301, Endeavour House, Wrest Park, Silsoe, Bedford, MK45 4HS.
  • Website: https://cilexregulation.org.uk

Alternative Dispute Resolution (ADR) bodies such as ProMediate of Brow Farm, Top Road, Frodsham, WA6 6SP, www.promediate.co.uk exist which are competent to deal with complaints about to legal services should both you and our firm wish to use such a scheme. Currently we do not agree to using an ADR scheme as we believe our own in-house investigation supported where necessary by services provide by the Legal Ombudsman and CILEx Regulation are sufficient.

Example 1

A relatively simple estate which could include the following assets:

  • Main residence (freehold or leasehold property)
  • Bank accounts
  • Unit trust and or individual savings accounts

Typical service provided

  • Review and valuation of the estate assets and liabilities. Determining the estates Inheritance Tax position
  • Preparation and submission of the application for the grant of representation
  • Preparation of the estate accounts
  • Upon receipt of the grant completing the estate administration

Estimated/typical fee £2000 + 20% VAT £400 = Total £2400. Additional costs include but not limited to, Probate application fee (£273 + £1.50 for each extra copy of the grant), freehold conveyancing fees (fee to be agreed before instructing the relevant expert).

Example 2

A more complex estate which could include the following assets:

  • Main residence (freehold or leasehold property)
  • Business land and buildings
  • Business (sole trader, partnership or private limited company)
  • Pension/annuities
  • Bank accounts
  • Unit trusts and or a small number of shareholdings

Typical service provided

  • Review and valuation of the estate assets and liabilities including obtaining property and business valuations
  • Determining the estates Inheritance Tax (IHT) position and completion and submission of IHT forms as required
  • Preparation and submission of the application for the grant of representation.
  • Preparation of the estate accounts
  • Upon receipt of the grant completing the estate administration, including realising estate assets, making payments to settle estate liabilities and distributing the estate to residuary beneficiaries

Estimated/typical fee £5500 + 20% VAT £1100 = Total £6600. Additional costs include but not limited to, Probate application fee (£273 + £1.50 for each extra copy of the grant), freehold valuation and conveyancing fees (fee to be agreed before instructing the relevant expert).

Example 3

A complex estate valued at say in excess of £2,500,000 which could include the following assets:

  • Main residence (freehold or leasehold property)
  • Bank accounts
  • Government stocks such as Treasury Stock
  • Premium Bonds
  • Significant number of individual company share holdings
  • Foreign investments for example bank accounts or share holdings

Typical service provided

  • Compiling and valuation of the estate assets and liabilities including obtaining property and business valuations
  • Determining the estates Inheritance Tax (IHT) position and completion and submission of IHT forms as required
  • Preparation and submission of the application for the grant of representation.
  • Completion of self Assessment Tax Returns as required
  • Arranging conveyancing of freehold property and if required deed of variation
  • Preparation of the estate accounts
  • Upon receipt of the grant completing the estate administration, including realising estate assets, making payments to settle estate liabilities and distributing the estate to residuary beneficiaries

Estimated/typical fee £16,000 + 20% VAT £3200 = Total £19200. Additional costs include but not limited to, Probate application fee (£273 + £1.50 for each extra copy of the grant), freehold valuation, conveyancing fees, legal fees for deed of variation, share dealing service fees (fee to be agreed before instructing the relevant expert).

:Lentells24032022 LEPS Directors 14Lentells Probate logo

 

 

Lentells Estates and Probate Services Limited is a CILEX-ACCA Probate Entity, authorised and regulated by CILEx Regulation: 3001241.

We are pleased to offer a competitively priced probate service to our clients, their families and contacts. We can advise on all aspects of Estate Planning, Lasting Power of Attorney, dealing with Probate, acting as executors and general estate management.

Probate Service

The level of service and support you require from Lentells can be agreed at the outset. This is flexible and you can choose to pass the entire process us, or we can assist in those areas where you need most help. The key areas relating to probate are:

  • Obtaining the Grant
    • Includes applying to the Probate Registry to obtain the Grant of Representation being the legal authority to enable the estate Executors to deal with the estate.
    • The time required to apply for and obtain the grant varies but could be completed within 4 to 6 months from instruction.
  • Valuing the estate
    • Includes compiling details of the deceased’s assets and liabilities, confirming ownership and obtaining valuations of assets where appropriate.
  • Calculating the Inheritance tax liability and completion of and submission to HM Revenue & Customs Inheritance tax forms as required.
  • Administering the estate
    • Includes, collecting the estate assets and settling the estate liabilities, including arranging the payment of any Inheritance tax due, accounting to HM Revenue & Customs for any Income tax and Capital Gains Tax that may be due, paying legacies and distributing assets to the beneficiaries and preparing final estate accounts.

Completion of the estate administration should be completed within 6 to 12 months depending on the complexity of the estate.

Pricing

We think it’s fairer to charge based on the time spent, taking into account the complexity involved rather than just charging a fixed percentage of the estate value. No two estates are alike and the value and complexity of the estate needs to be assessed before a fee estimate can be provided for example if foreign assets are involved, then the time and costs will be higher

We charge on an hourly basis and our current hourly rates are:

  • Director - £208.00 + 20% VAT £41.60 = Total £249.60
  • Tax Consultant - £162.00 + 20% VAT £32.40 = Total £194.40
  • Senior - £100.00 + 20% VAT £20.00 = Total £120.00
  • Administration assistant - £46.00 + 20% VAT £9.20 =Total £55.20

If requested we can agree a cap on our fee, although in most cases the actual fee will be less than the cap, based on the actual time spent. In setting a cap fee, we also have to set a minimum fee which is £1,000. Our fees do not include any disbursement or third party costs that arise during the probate process. Examples of disbursements or third party fees which may be incurred in addition to our fees are but not limited to:

  • The probate application fee (£273.00 plus £1.50 for additional copies of the grant)
  • Professional valuation (fees are variable depending on asset being valued)
  • Placing a notice in London Gazette (£109.20)
  • Placing a notice in a local newspaper (£100.00 to £150.00)
  • Transfer of legal ownership of a property (£1200.00 to £2400.00).

Fee examples

Please click the link to view fee examples

If we are instructed to carry out both probate or letters of administration work, and estate administration work, we are authorised and regulated by CILEx Regulation for the part of the work relating to probate or letters of administration work. The estate administration work is carried out by our accountancy firm Lentells Limited, which is authorised and regulated by ACCA.

We have Professional Indemnity Insurance (PII) which covers all the work that we provide. Our insurance is currently provided by Arch Insurance.

Complaints Procedure

Please click here to view our complaints procedure.

Wills and Lasting Power of Attorney

We can also advise on all aspects of Estate Planning, Lasting Power of Attorney and writing or amending Wills. For more information please click here. 


Testimonials

        

 
 

Chard Office

17-18 Leach Road 
Chard Business Park 
Chard
Somerset 
TA20 1FA

This email address is being protected from spambots. You need JavaScript enabled to view it.
01460 64441

Seaton Office

Kingsway
50 Fore Street
Seaton
Devon
EX12 2AD

This email address is being protected from spambots. You need JavaScript enabled to view it. 
01297 20584

Taunton Office

Ash House, Cook Way
Bindon Road
Taunton
Somerset
TA2 6BJ

This email address is being protected from spambots. You need JavaScript enabled to view it.
01823 286274