Our Approach

Putting your financial wellbeing at the centre of everything we do, means taking a holistic approach. It’s not all about saving you money in tax (although we’re pretty good at that too) – it’s also about planning ahead and creating a healthy financial future for you. And by working together, building strong relationships and really getting to know you and your business, we do just that.

Our mission is to bring clarity and understanding to your financial affairs through our communication and expertise. We know that being in business can be challenging but we’re a strong, supportive and experienced team with a friendly and empathetic style. If you would like a financial health check to ensure you’re as tax efficient as possible, your business structure or personal estate is held as sensibly and appropriately as it can be or the succession plan that you want is achievable.

Our door’s always open and the tea and coffee’s always on. Your needs are always our top priority.

And we like to keep it local – we’re proud to work with so many brilliant local businesses and be part of such a thriving professional community. We are a proud sponsor of Corsham RFC and each year the Lerica team choose a charity to fundraise for.

For potential clients we provide up to an hour of free advice at our initial meeting. We can then see if we can help with the advice and support you need either as an individual or for your business. A good example of this is when a potential client came to see us and within half an hour we were able to advise them on what they needed to do. We didn’t charge for this advice, but the potential client very kindly made a donation to the Marie Curie charity as a thank you for the free advice.

Testimonials

We would like to say that they are rubbish; that way we wouldn’t have to share their services with other clients. But in truth we’re very pleased with the services they’ve given us. They’ve shown a willingness to think outside the box in providing bespoke solutions to the issues our business has presented. They’re committed to ensuring we don’t pay a penny more in tax than we have to and have shown the ability to provide advice on our structures, which we’d only thought to be within the remit of the larger accountancy firms. They’ve delivered their services in a friendly and relaxed manner, always taking account of our requirements in the short, medium and long term.

Giles Redman & John Sims-Hilditch – Directors of Neptune Europe Ltd

I’ve utilised the services of DRA Tax Accountants (now Lerica Tax Accountants) for the past 10 years to help me with personal taxation matters and all aspects of financial management for my small business, from setting it up to completing the company accounts. Throughout this time the team has provided me with support that’s been bespoke to my needs, and which has greatly assisted me with longer-term financial planning. They’ve always been quick to react to planned tax changes by providing me with an uncomplicated interpretation of the change, which has allowed me to make better financial decisions based on their advice. The whole team provides a very personal service, which I value highly.

Martin Duffy, Director – DMsqd Limited

I have been aware of Claire and her team for many years, but only in the last 2-3 years have I been an official client. They never fail to amaze me with their range of expertise. The smallest matter or the most complex tax situation seemingly is taken in their stride. I find them to be efficient, warm, friendly, and haven’t once been less than impressed (Billy is especially patient). I love working with them, hopefully they feel the same, and I expect to be working with them for many years to come. The new brand, Lerica, seems really fitting, and I wish them all the best for the future under the new banner.

Simon Binder, Director – Binder Consult

We’ve recently appointed Lerica as our accountants. We found the onboarding process to be seamless, and the client portal very easy to navigate with timely reminders. We were impressed with the turnaround of our financial statements and the client-focused service we received from Billy and Claire.

Samantha Kennerley, Director – Tresco Ventures

DRA Tax Accountants (now Lerica Tax Accountants) provides a great collaboration with solid, sound advice, clearly explained. The company has been a key part in the growth of my business as they have taken the time to understand our aims.

John Morrison – Consultant

The staff at DRA Tax Accountants (now Lerica Tax Accountants) are always available and able to impart good advice in a language we can understand. It’s been invaluable to find a firm in which we can have total confidence to do the best for us. Even though we’re a small firm, we feel they put 100% effort into working out what’s right for our company. We’re certainly not just another number.

Stewart Herridge & Rhiannon Thomas, Directors – Marston MOT Centre

We very much appreciate the help and guidance that DRA Tax Accountants (now Lerica Tax Accountants) have provided throughout the years in areas such as forward strategic planning for the business and our general Corporation Tax planning.

Ken Cookes ACIB, Managing Director – Cookes Properties Ltd