240+ companies advised

Rated 4.9 by clients

Accepting new clients for Q1 2027

Advisory · Tax · Legal

Clear counsel for the decisions that shape your company.

Ledger is an independent firm of advisers, accountants and lawyers. One senior team for the moments that matter most.

Next available

Thu 19 Nov

10:30 · 45 min · in person or video

Elena Marsh

Managing Partner

26

years of practice

£4.2bn

in transactions advised

240+

clients on retainer

14

partners and directors

  • Corporate advisory

    Corporate advisory

  • Tax strategy

    Tax strategy

  • Audit & assurance

    Audit & assurance

  • Legal counsel

    Legal counsel

  • Wealth & succession

    Wealth & succession

  • Corporate advisory

  • Tax strategy

  • Audit & assurance

  • Legal counsel

  • Wealth & succession

  • Mergers

    Mergers

  • Valuations

    Valuations

  • Audits

    Audits

  • Governance

    Governance

  • Disputes

    Disputes

  • Succession

    Succession

  • Trusts

    Trusts

  • Mergers

  • Valuations

  • Audits

  • Governance

  • Disputes

  • Succession

  • Trusts

Practice areas

Five disciplines, one senior team.

Most questions cross more than one specialism. Ours sit in the same room, so you get one answer instead of three.

01

Corporate advisory

02

Tax strategy

03

Audit & assurance

04

Legal counsel

05

Wealth & succession

Typical engagement · 4 to 9 months

Corporate advisory

Mergers, sales and restructuring for founder-led and family companies.

Sell-side and buy-side mandates

Valuation and deal structuring

Due diligence led by partners

How we work

Senior attention from the first call to the final signature.

01

Listen first

A partner, not a junior, takes the first meeting and reads your documents before it.

02

Put it on one page

You get a plain-English plan with options, costs and risks you can take to your board.

03

Stand behind it

Fixed fees, named contacts and one team from first call to final signature.

Recent outcomes

Results our clients can point to.

A few engagements from the past year, shared with permission.

A few engagements from the past year, shared with permission.

Advisory

£38m

Sale of a third-generation manufacturer

Run as a quiet process with four bidders, completed in seven months.

Tax

£1.2m

R&D relief recovered for a software group

Three years of claims rebuilt and defended through a full enquiry.

Legal

9 weeks

Shareholder dispute settled out of court

A mediated exit that kept the business trading throughout.

The partners

People you will actually speak to.

Elena Marsh

Managing Partner

Daniel Okafor

Partner, Tax

Sofia Lindqvist

Partner, Legal

James Whitlock

Director, Audit

“Ledger told us in the first meeting what the deal would cost, how long it would take and where it might go wrong. They were right on all three.”

“Ledger told us in the first meeting what the deal would cost, how long it would take and where it might go wrong. They were right on all three.”

“Ledger told us in the first meeting what the deal would cost, how long it would take and where it might go wrong. They were right on all three.”

Hannah Verey

Chief Executive, Verey & Sons

Questions

What clients ask before the first call.

If yours is not here, ask it directly. A partner will answer.

How do your fees work?

Almost all of our work is on a fixed fee, agreed in writing before we start. Where scope is uncertain we quote a range and tell you early if it moves.

Who will actually handle my matter?

Do you work with companies outside the UK?

How quickly can you start?

Is the first consultation really free?

Start with a conversation.

Forty-five minutes with a partner, no fee and no obligation. Bring the question that is keeping you up.

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