Name

Duncan & Toplis

Legal name

Duncan & Toplis Limited

Website

https://duncantoplis.co.uk

Company type

Private

Founded year

1925

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Accounting and Business Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282), Services-Business Services, Nec (7389)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industries

Family Office Services (Single & Multi-Family Office) (FSABADAF), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Accounting services
• Tax advisory
• Audit assurance
• Business advisory
• Payroll outsourcing

Headquarters

HQ city

Grantham

HQ country

United Kingdom

HQ region

Europe

Offices15 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services Fees: Fees computed based on time spent by principals and staff on client affairs, along with levels of skill and responsibility involved. The firm provides accountancy, tax, audit, payroll, wealth management, legal, and IT services to businesses and individuals.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Duncan & Toplis is a UK accountancy and business advisory firm providing audit and assurance, tax compliance and planning, corporate finance, outsourcing and payroll, legal and probate, wealth management, IT services, and international trade support to small and medium businesses, sector-specific organisations, and high net worth individuals. Services are delivered through a network of 14 offices in the East Midlands and London, with international reach provided through the Kreston Global network spanning over 100 countries.

Product overview

Duncan & Toplis is an award-winning UK accountancy firm established in 1925, offering a comprehensive suite of professional services. The core offering consists of audit and assurance, business services, outsourcing, tax and financial services, corporate finance, legal services, wealth management, IT services, and international services. These services are delivered through integrated sub-products including payroll, probate, professional services for specific sectors, VAT and customs duties, and trust and estate planning. The firm also provides specialized services for Lloyd's Members and maintains partnerships for legal, IT, and wealth management services. Duncan & Toplis operates as part of the Kinbrook Group and Kreston Global international network, with locations across Lincolnshire, Nottinghamshire, Derbyshire, Leicestershire, and London.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit and Assurance Statutory audits, internal audits, and audit support for complex scenarios including foreign subsidiaries, providing financial compliance services and actionable insights.
• Business Services Core accounting services for everyday business management, including annual accounts, compliance, and business advisory.
• Corporate Finance Transactional services, valuations, and M&A advisory supporting business growth.
• Outsourcing Finance function outsourcing for businesses, including payroll processing and pensions administration.
• Payroll Accurate and timely processing of payroll and pensions for businesses.
• Tax and Financial Services Personal and corporate tax compliance and planning covering business tax, personal tax, R&D tax relief, inheritance tax planning, and international tax.
• VAT and Customs Duties Specialist VAT compliance, VAT accounting, customs duty navigation, and international supply chain support across property, international transactions, charities, education, and healthcare.
• Trust and Estate Planning Specialist trust and estate planning services including establishing trusts, ongoing administration, inheritance tax planning, and trust reviews.
• Legal Services Corporate services protecting business interests, delivered through duncantoplislegal.co.uk.
• Probate Services to safeguard futures and administer estates, delivered through Duncan & Toplis Legal.
• Wealth Management Dedicated personal service and tailored wealth solutions delivered through CASFIN.
• IT Services IT support, solutions and advice delivered through Datcom to keep business IT running smoothly.
• International Services Global services supporting international trade and investment, including cross-border tax planning, global project management, and access to the Kreston Global network in over 100 countries.
• Professional Services Specialised accounting services for solicitors, barristers, architects, and surveyors.
• Services for Lloyd's Members Specialised services for Lloyd's of London insurance market participants, including unlimited names and corporate members.

Named customers9 records

Segments14 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered minor and core.

• Haines Watts North LondonminorOthers · 4 September 2024Acquired by Duncan & Toplis in September 2024. The acquired firm was rebranded under Duncan & Toplis as part of the firm's strategy to expand geographically into London and increase service offerings. The acquisition received regulatory approval and was supported by private equity investment.
• Kreston GlobalcoreStrategic or Co-development PartnerDuncan & Toplis is a member of Kreston Global, a global network of independent accounting firms. Through this membership, the firm can connect clients with trusted partners in over 100 countries worldwide. Mark Taylor serves as Chair of Kreston Global's Tax Group. Members are separate legal entities independent of each other, associated only through common membership in Kreston International Limited.
• Kinbrook Group LimitedcoreStrategic or Co-development PartnerDuncan & Toplis Audit Limited is part of the Kinbrook Group Limited network. By engaging with Duncan & Toplis, clients agree to sharing information with members of the Group if also engaged by them, enabling coordinated services. The Group includes legal services (duncantoplislegal.co.uk), wealth management (casfin.co.uk), IT services (datcom.co.uk), and Lloyd's services (fidentiallp.co.uk).
• Datcom (IT Services)minorStrategic or Co-development PartnerRelated company within the Kinbrook Group providing IT services. Duncan & Toplis website references IT services provided through datcom.co.uk.
• Duncan & Toplis LegalminorStrategic or Co-development PartnerRelated legal services company within the Kinbrook Group, accessible through duncantoplislegal.co.uk. Provides corporate services, probate, and legal services.
• Casfin (Wealth Management)minorStrategic or Co-development PartnerRelated wealth management company within the Kinbrook Group, accessible through casfin.co.uk. Provides dedicated personal service and tailored wealth solutions.
• Fidentia LLP (Services for Lloyd's Members)minorStrategic or Co-development PartnerRelated company providing services for Lloyd's of London insurance market members, including both unlimited names and corporate members.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• BDO UK: BDO UK is one of the largest mid-tier UK accounting and advisory firms offering audit, tax, and consulting services to mid-market and enterprise clients. Directly comparable to Duncan & Toplis in core service mix (audit, tax, business advisory) but at significantly larger scale across more geographies.
• Mazars UK: Mazars UK is a top-tier accounting and advisory firm providing audit, tax, and consulting across multiple sectors including public sector, financial services, and SMBs. Directly comparable in service breadth, sector specialization, and full-service positioning, but materially larger and more internationally integrated.
• Grant Thornton UK: Grant Thornton UK is a leading mid-tier firm offering audit, tax, and advisory services to mid-market and growth-oriented businesses. Closely comparable to Duncan & Toplis in service offerings, mid-market client focus, and full-service capability, though at significantly greater scale.
• RSM UK: RSM UK is a mid-tier accounting and consulting firm serving middle-market companies with audit, tax, and consulting services. Comparable in target market (mid-market, owner-managed businesses), service offering breadth, and PE-style growth strategy, but at substantially larger scale.
• Azets: Azets is a PE-backed UK and Nordic accounting and advisory firm formed via roll-up of regional firms. Highly comparable to Duncan & Toplis in business model (PE-backed, acquisition-led expansion, full-service accounting/advisory), and represents the most direct strategic parallel in growth trajectory.
• Crowe UK: Crowe UK is a mid-tier accounting and advisory firm providing audit, tax, and consulting services to mid-market and entrepreneurial clients. Comparable in service mix, mid-market positioning, and access to a global accounting network (Crowe Global).
• MHA (MacIntyre Hudson): MHA is a UK top-15 accountancy group formed by merger of multiple regional firms, providing audit, tax, and advisory services. Directly comparable as a UK mid-tier consolidator serving regional and mid-market clients with similar sector specializations.
• Bishop Fleming: Bishop Fleming is a UK regional accountancy firm providing audit, tax, and advisory services primarily to owner-managed businesses and SMEs in the South West. Comparable in regional positioning, sector specialization, and full-service offering, though in a different UK geography.
• Moore Kingston Smith: Moore Kingston Smith is a UK-based member of the Moore Global network providing audit, tax, and advisory to mid-market and not-for-profit clients. Comparable in full-service capability, member-firm model within an international network, and mid-market focus.

Broad incumbents

• Kreston International: Kreston International is the global accounting network of which Duncan & Toplis is a member, spanning over 100 countries. Relevant as the network umbrella under which D&T delivers international services; not a direct competitor but a structural peer shaping competitive positioning and international capability.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/duncantoplis

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Duncan & Toplis