Lsr Partners Llp

What Lsr Partners Llp does

LSR Partners LLP is a UK-registered limited liability partnership founded in August 2023 by Chartered Accountants Laura Sant and Simon Roué, operating from Stafford with back-office co-location at the Carthy Accountants family firm. The firm provides UK personal tax advisory services focused on expatriates and globally mobile individuals who have financial interests in both the UK and overseas jurisdictions, covering Self-Assessment, Capital Gains Tax, Statutory Residence Test and domicile analysis, relocation tax planning (Departure and Arrival Briefings), trust and equity award taxation, and HMRC representation. Service delivery is direct-to-client through consultation calls, video calls and written advisory, using ICAEW-regulated Chartered Accountant status and registered HMRC tax agent rights for electronic submission and direct HMRC communication.

The business runs a hybrid sales-led and content-led go-to-market. Demand generation is driven by an in-house media engine — the Tax Compass Podcast (22+ episodes), YouTube channel, blog and paid webinars on regulatory change such as the new Non-Dom / FIG regime — supplemented by referral partnerships with UK accountants and overseas tax advisors and an Experts for Expats listing. Pricing is pay-as-you-go: a free 15-minute triage consultation, paid 30 or 60-minute consultations, bespoke written advisory quotes, and £50 one-time-fee webinars. There is no proprietary technology platform; the firm relies on standard practice management and HMRC submission tooling.

The team is small (~6 personnel across two founding partners, a client services director, two tax associates and a client services manager), and revenue is derived entirely from professional services fees. Customer base comprises private individuals — predominantly HNWIs and globally mobile professionals — with secondary B2B referral flow from UK accountants and overseas tax advisors. No external funding, parent corporate, or M&A activity is disclosed.

Name

Lsr Partners Llp

Legal name

LSR Partners LLP

Website

https://lsrpartners.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

LSR Partners LLP is a UK Chartered Accountancy firm in Stafford providing UK personal tax advisory for expatriates and globally mobile individuals with cross-border financial interests, covering self-assessment, residency, CGT and HMRC representation.

Ownership category

akta.pro rank

Headquarters

HQ city

Stafford

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory Consulting Services: Professional tax advisory services delivered through consultation calls, video calls, and written advisory. Services include UK tax residency analysis, departure/arrival briefings, tax return preparation, and HMRC representation.
2. Educational Webinars: Paid webinars on UK tax topics, such as Non-Dom regime changes. Accessed via one-time fee.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels9 records

Core offering

LSR Partners LLP is a chartered accountancy firm providing UK personal tax advisory services to expatriates, internationally mobile individuals, and high net worth clients globally. Services include Self-Assessment tax return preparation, Capital Gains Tax advice, Statutory Residence Test and domicile analysis, relocation tax planning (UK Arrival and Departure Briefings), and HMRC compliance representation. Advisory is delivered through written reports, consultation calls, and video meetings, with electronic tax return submission as a registered HMRC tax agent.

Product overview

LSR Partners LLP is a firm of UK tax advisors offering a portfolio of advisory services rather than a unified software product. The core service offering includes Self-Assessment tax return support, Capital Gains Tax advice, UK Tax Residency and Domicile analysis, Tax Advisory, Relocation Tax Planning (with UK Arrival and Departure Briefings), and HMRC Compliance & Communications. Specialized services cover Trust Taxation, Equity Awards, Employment Income Review, Rental Income, Investment Income, and Overseas Income. The firm also provides educational content through the Tax Compass Podcast and Non-Dom Tax Regime webinars. Services are delivered through consultation calls, video calls, and written advisory, with electronic tax return submission capability as a registered tax agent.

Differentiator

Problem solved

Functional benefit

Products and services

• Self-Assessment Tax Services Preparation and electronic submission of UK Self-Assessment tax returns for individuals with UK tax obligations, including those living abroad or with overseas income.
• Capital Gains Tax Services (CGT & NRCGT) Expert guidance on Capital Gains Tax and Non-Resident Capital Gains Tax for individuals disposing of UK assets, including property and investments.
• UK Tax Residency and Domicile Advisory Analysis and advice on UK tax residency status using the Statutory Residence Test and domicile rules to help clients understand their UK tax obligations.
• Tax Advisory Personalised tax advisory services covering all aspects of UK personal taxation for individuals with complex financial situations, delivered via written advisory, consultation calls, and video calls.
• Relocation Tax Planning and Support Comprehensive tax planning for individuals moving to or from the UK, including UK Arrival Briefings and UK Departure Briefings, covering split-year treatment and ongoing expatriate tax obligations.
• HMRC Compliance & Communications Representation and communication services with HMRC on behalf of clients, including tax investigations, complex queries, Section 9A enquiries, penalty appeals, and compliance matters.
• Trust Taxation Services Advice on trust taxation for individuals managing or receiving income from trusts, considering their entire wealth and asset portfolios.
• Equity Awards Taxation Guidance on taxation of equity-based awards such as RSUs and stock options for individuals working across multiple countries for the same employer.
• Employment Income Review Verification of correct PAYE tax deductions and assistance with reclaiming overpaid tax for UK employees.
• Rental Income Services Self-Assessment tax return assistance for non-UK residents owning property or land in the UK.
• Investment Income Advice Tailored advice on managing UK investments in a tax-efficient manner, including interest, dividends, and other financial assets.
• Overseas Income Services Guidance on UK tax regulations regarding earnings from overseas for individuals living in or spending time in the UK.
• Certificate of Residency & HMRC Registration Assistance with applying for Certificate of Residency and completing UK Tax Returns for non-UK residents receiving UK income.
• UK Tax Arrival Briefing Initial detailed consultation and written advice for individuals planning to move to the UK, covering expected UK tax residency and domicile position post-relocation.
• UK Tax Departure Briefing Service for individuals planning to leave the UK, assessing the impact on their UK tax bill and providing detailed information about expected UK tax residency position post-relocation.
• Non-Dom Tax Regime Webinar Recorded 1-hour webinar with 40-minute presentation and 20-minute Q&A covering UK non-dom regime changes, the FIG regime, and the Temporary Repatriation Facility. Priced at £50 for one-time access.

Quantifiable outcome

• Successfully appealed HMRC penalty for split-year tax return during COVID backlog period
• +3 more outcomes

Named customers7 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and core.

• Experts for ExpatsminorGTM or Marketing PartnerPartner marketing channel referral arrangement with expat-focused platform. LSR Partners listed as approved partner providing UK tax advice services to platform's expatriate client base.
• Carthy AccountantscoreStrategic or Co-development PartnerParent company relationship - LSR Partners operates as a specialized tax practice within the Carthy Accountants family business in Stafford. Data processing for LSR Partners takes place at Carthy Accountants' office.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Buzzacott: London-based chartered accountants specialising in private clients, HNWIs, and international tax — provides a directly comparable UK HNWI/expat tax advisory proposition.
• Bishop Fleming: UK regional accountancy firm with a Personal Tax and International Mobility service advising private clients on residency, domicile, and expat tax matters — comparable niche focus and client segment.
• Andersen: Global independent tax and legal services firm with UK presence focused on private client and cross-border personal tax planning — closely aligned with LSR Partners' HNWI/expat advisory positioning.
• Crowe UK: UK member of the Crowe Global network with an established Global Mobility Tax practice advising UK tax residents with overseas interests and inbound expats — closely overlapping LSR Partners' core proposition.
• RSM UK: Mid-tier UK audit and advisory firm with a Personal Tax and Global Mobility practice serving HNWIs, expats, and UK tax residents with overseas income — directly comparable client base and service mix.
• Kreston Reeves: UK accountancy and tax advisory firm serving private clients and HNWIs with personal tax, residency, and international mobility services — directly comparable in scope and target client to LSR Partners.
• Mazars UK: Global accountancy firm with a dedicated UK Personal Tax team advising internationally mobile individuals on residency, domicile, and cross-border tax issues — comparable service offering to LSR Partners.

Broad incumbents

• BDO UK: Large UK accountancy firm with a Private Client and Global Mobility tax practice — broader portfolio but overlapping expat and HNWI personal tax advisory services.
• PwC UK: Big Four firm and the original training ground of LSR Partners' co-founder Laura Sant (PwC Global Mobility Tax Team) — broader practice but a key competitor on UK expat and global mobility tax mandates.
• EY UK: Big Four firm with a People Advisory Services practice covering expatriate taxation, mobility, and personal tax for globally mobile employees — overlapping incumbent in the same client segment.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/lsrpartners
• YouTubeyoutube.com/channel/UCsZ1N_Hm9ItLSaMyZWTseHw
• Facebookfacebook.com/profile.php?id=61554010921953
• LinkedInlinkedin.com/company/lsr-partners-llp
• Instagraminstagram.com/lsrpartners

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Lsr Partners Llp