COLIN COATES & PARTNERS
Welcome to the website for Colin Coates and Partners, Tax Advisers
We are tax advisers based in Winscombe, North Somerset.
Our website gives details of the services we offer together with information about us and how to contact us.
The items on the site are listed chronologically. If you require specific information about us or what we do please use the Category menu on the left hand side, or the search facility.
Prospective Clients – please feel free to call us to arrange an introductory no obligation discussion or meeting at no charge.
|Colin Coates & Partners
|Tel: +44(0) 1934 844133
Fax: +44(0) 1934 844797
The Directors are Colin Coates, Michael Ashley and Robin Simmonds.
Colin Coates & Partners is the trading name of CCPtax Limited Registered in England No 4450558.
BENEDICTS OF BRISTOL LIMITED are an independent family used car specialist. With over 27 years combined motor trade experience from working at franchised dealers such as; Dick Lovett BMW, Dick Lovett Mini, Robins & Day Peugeot and Brunel Ford.
During this time High Customer Satisfaction and Attention to detail resulted in Ben Bartle-Jenkins being awarded as an International Brand Ambassador for BMW. These disciplines and practises form the core structure of the business.
The following documents can be downloaded from the following links:-
Client Agreement – In order that we can act on your behalf we require a Client Agreement. This can be downloaded at this link:-
Please print the first two pages, sign each one and return to us. We will countersign and retain one copy and return the other to you, which you should retain with the main body of the client agreement.
HMRC Authority Form – To enable us to correspond etc with HMRC we require the following document to be printed, signed and returned to us for submission to HMRC
Client Identity We are bound by the rules of the Chartered Institute of Taxation and are bound by Money Laundering Regulations – We therefore need to carry out Client Identity checks and therefore need to see your Passport or (new picture style) Driving license and a recent Utility Bill. Please forward this to us. It will be returned promptly by recorded delivery. If either of this is not possible there are alternatives – please contact us for further information if necessary.
Enquiries and information to firstname.lastname@example.org
Colin started the firm in 1978 after work experience in the Inland Revenue and then taking a degree as a mature student which brought him in to contact with academics and their personal tax problems.
He is a Chartered Insurance Practitioner, an Associate of the Federation of Tax Advisers, a member of the Institute of Financial Planning and a Fellow of The Royal Geographical Society.
His expertise is in financial planning and periodically represents the firm at Academic Conferences and travels regularly to Universities.
Colin is a keen ballroom dancer having competed as a teenager. Other interests include country walking, gardening and family history.
Michael has worked for a number of professional practices in London and Bristol and is a Chartered Tax Adviser (CTA) and A Registered Trust and Estate Practitioner (TEP)
Michael is also a Member of the Association of Tax Technicians (ATT) and a Fellow of the Federation of Tax Advisers (FFTA). He is also Trustee to a number of charities.
Michael is the partner responsible for the business affairs of the practice as well as retaining a portfolio of clients. Amongst his specialisms are Residence and Domicile issues.
Michael is a keen inline skater and travels regularly to the United States following his passion for Soul Music. He is a season ticket holder at Bristol Rovers.
Robin is the Director responsible for Taxation Services.
Robin was previously a Senior Manager with a major International Chartered Accountants.
He has a broad range of experience dealing with personal taxation matters. He specialises in Capital Gains Tax and Employment Tax.
Robin competes in local running events, travels abroad regularly and watches Bristol City.