Roger Lugg & Co

What Roger Lugg & Co does

Roger Lugg & Co is a privately-held UK chartered accountancy partnership founded in 1976 and headquartered in Caterham, Surrey, with a second office in Lingfield. The firm is regulated by the Institute of Chartered Accountants in England and Wales (ICAEW) as chartered accountants and chartered tax advisers, is registered to carry out audit work in the UK, and is licensed to carry out non-contentious probate. It operates as a full-service accountancy practice offering auditing, tax planning and advice, VAT, payroll and auto-enrollment, corporation tax, bookkeeping, charity accounting, and probate and estate administration. Service delivery has been extended into Digital Accounting Services, provided through Gold Advisor / partner status with QuickBooks, Sage Accounting, and Xero cloud platforms; no proprietary technology, AI, or ML capability is developed in-house. Revenue is generated through professional-services fees, with disclosed pricing including probate fixed-fee packages of £2,500-£10,000+ VAT, hourly rates of £125-£320 across partner/manager/assistant grades, and standard retainers for ongoing bookkeeping, payroll, and VAT work.

The firm serves a hybrid mix of customer segments: small businesses and start-ups (primary), individuals and families needing probate or inheritance tax planning, charities and not-for-profits requiring specialist regulatory-compliant accounts, and established multi-million pound enterprises needing audit and complex advisory. Its geographic remit covers Surrey, London, Sussex, Kent, and Hampshire. Marketing and distribution are conducted through the firm's website, email, and direct phone contact at two physical Surrey offices, with no digital self-service channel or outward-bound sales motion. Ownership rests with the founding partners — founder Roger Lugg (now semi-retired) and Bruce Chapman (partner since 2001, FCA since 2009) — with no external investors, parent company, or subsidiaries disclosed.

Commercially, the firm has grown primarily through organic client acquisition and a single disclosed acquisition (Levy & Co, 2008). It added a second physical office in Lingfield in 1986 and has expanded its service menu over time into probate (under ICAEW licence) and charity work. The most material recent strategic posture is the repositioning of delivery around cloud-based Digital Accounting Services, which is an incremental platform change rather than a scale or category shift.

Name

Roger Lugg & Co

Legal name

Roger Lugg & Co

Website

https://rogerlugg.co.uk

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

11–50 employees

Short description

Roger Lugg & Co is a Surrey-based UK chartered accountancy partnership providing accounting, tax, audit, probate, payroll, and VAT services to small businesses, individuals, charities, and established enterprises across South East England through two physical offices.

Ownership category

akta.pro rank

Product category

Chartered Accountancy Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Chartered accountancy services
• Audit and assurance
• Probate and estate administration
• Tax planning and advisory
• Payroll and VAT services

Headquarters

HQ city

Lingfield

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accountancy and Bookkeeping Services: Full-service chartered accountancy providing bookkeeping, management accounts, business advice, and administrative services to businesses and individuals.
2. Tax Services: Tax advice, tax planning, corporation tax, and inheritance tax planning services for personal and business clients.
3. Probate Services: Licensed probate and estate administration services including grant of probate, estate valuation, estate administration, and inheritance tax returns. Charged at hourly rates or fixed fee packages.
4. Audit Services: Registered auditors providing audit services to UK businesses, with expertise in monitoring changing regulations and finance requirements.
5. Payroll Services: Payroll processing and auto-enrollment services removing administrative burden from businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Roger Lugg & Co is a chartered accountancy firm providing bookkeeping, management accounts, tax advice and planning, VAT returns, corporation tax, payroll processing, statutory audit, probate and estate administration, charity accounts, and business start-up advisory services. Services are delivered to small businesses, start-ups, multi-million pound enterprises, charities, and individuals across South East England through two physical offices in Surrey, supported by cloud-based digital accounting platforms (QuickBooks, Sage, Xero).

Product overview

Roger Lugg & Co is a chartered accountancy firm offering a comprehensive suite of accounting and financial services. The firm operates as a unified service portfolio anchored by ICAEW-registered chartered accountancy, with core service lines including audit, tax planning and advice, VAT, payroll, financial services, probate, and charity services. Digital Accounting Services, delivered through cloud-based accounting software platforms including QuickBooks, Sage, and Xero, serves as the technology-enabled delivery mechanism for bookkeeping, payroll, and business advisory services. The firm serves clients across Surrey, London, Sussex, Kent, Hampshire, and throughout the UK from offices in Caterham and Lingfield.

Differentiator

Problem solved

Functional benefit

Products and services

• Chartered Accountancy Full-service chartered accountancy providing audit, business advice, and financial expertise to individuals and businesses across South East England. The firm is registered with ICAEW as chartered accountants and provides ongoing bookkeeping, management accounts, and advisory services.
• Audit Services Registered auditors providing statutory audit services for UK businesses. The firm is registered to carry on audit work in the UK and regulated by ICAEW, with a team that monitors changing regulations and finance requirements.
• Probate Services Licensed to carry out non-contentious probate in England and Wales by ICAEW. Services include estate administration, inheritance tax planning, will preparation guidance, and executor support. Fixed fee packages typically range from £2,500 to £10,000+VAT depending on estate complexity, with hourly rates from £125 to £320+VAT.
• Tax Planning Strategic tax planning services covering inheritance tax, capital gains, and personal tax. Includes independent wealth planning with access to multiple providers and investment management services, provided by chartered tax advisers.
• Tax Advice Tax advisory services for small and medium-sized businesses covering various tax matters and compliance requirements, delivered by chartered tax advisers.
• VAT Services VAT registration assistance, return preparation, and ongoing VAT management. Quarterly VAT returns submitted to HMRC with expert guidance on compliance and Making Tax Digital requirements.
• Payroll Services Comprehensive payroll administration and auto-enrollment services for pension compliance. Removes administrative burden of staff payments and pension management for businesses.
• Financial Services Introduction to Independent Financial Advisors (IFAs) for investment advice, with coordination between the firm's accounting services and external financial planning for clients.
• Charity Services Accounts preparation, independent reviews, audits, and tax advice for charities and not-for-profit organisations operating under stringent Charity Commission regulatory requirements.
• Corporation Tax Annual corporation tax management including deadline management, electronic submission to HMRC, and advice on tax positions impacting UK businesses.
• Business Start-up Services Support and advisory services for new business ventures, helping entrepreneurs establish their businesses with appropriate accounting structures, registrations, and initial tax planning.

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

One partnership is on record.

• ICAEW (Institute of Chartered Accountants in England and Wales)coreStrategic or Co-development PartnerRoger Lugg & Co is regulated by ICAEW, registered to carry on audit work in the UK, regulated for investment business activities, and licensed to carry out non-contentious probate. The firm is subject to ICAEW's Code of Ethics and Audit Regulations.

Scale indicators2 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Azets: Azets provides accountancy, audit, tax, payroll, and advisory services to SMEs, entrepreneurs, and established businesses across the UK. It is a direct category peer because its core compliance and advisory offering closely matches Roger Lugg's.
• MHA: MHA is a UK accountancy and advisory network offering audit, tax, accounting, payroll, and business advisory services to owner-managed businesses and mid-market clients. Its service mix and SME orientation make it a close scale and category peer, although it is larger and more geographically distributed.
• Moore Kingston Smith: Moore Kingston Smith provides accounting, audit, tax, and business advisory services to private companies, entrepreneurs, and family businesses. It is a direct peer in recurring compliance and advisory work, with a similar mid-market orientation.
• Bishop Fleming: Bishop Fleming offers accountancy, audit, tax, and business advisory services to SMEs, entrepreneurs, and not-for-profits, with a strong regional footprint. It is comparable through its local relationship-led model and regulated audit and tax work.
• Saffery: Saffery is a UK accountancy, audit, tax, and advisory practice with expertise for private clients, entrepreneurs, and owner-managed businesses. Its mix of traditional professional advice and specialist tax services is relevant to Roger Lugg's full-service model.
• PKF Francis Clark: PKF Francis Clark is a UK regional accountancy and advisory firm serving owner-managed businesses, entrepreneurs, and individuals with audit, tax, and business services. Its regional model and client focus make it a strong operational analogue.

Broad incumbents

• BDO UK: BDO UK provides audit, tax, accounting, payroll, and broader advisory services across the UK. It is a broad incumbent benchmark because it overlaps with Roger Lugg's core services but operates at substantially greater scale and breadth.
• Evelyn Partners: Evelyn Partners combines accountancy, tax, audit, and wealth-management services for private clients, entrepreneurs, and businesses. Its probate, tax-planning, and personal-service capabilities create useful overlap with Roger Lugg's probate and tax offerings, though it is larger and broader.
• Grant Thornton UK: Grant Thornton UK offers audit, tax, accounting, and business advisory services to private and public businesses, including owner-managed enterprises. It is a broad incumbent comparator for core accountancy and tax work, not a like-for-like local practice.
• RSM UK: RSM UK is an established audit, tax, consulting, and accounting provider serving businesses and their owners. Its accounting, tax, and business-advisory overlap makes it a relevant incumbent, although its scale and service breadth are much larger.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/rogerluggco

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Roger Lugg & Co