Partnerships Trusted Partners,Shared Commitment

Ready to turn tax time from a complex maze into a breezy walk in the park? Say goodbye to confusion and hello to simplicity with Carnegie Tax Reclaim!

Joining forces to bring you a tax rebate experience that’s not just simple, but transparent, fast, and oh-so-easy. Why get bogged down when you can soar through your taxes with us?

• CIS Rebate
• PAYE Rebate
• Advice and Planning

Securing a mortgage with favourable terms can be a challenge for contractors, as not all lenders fully understand their employment structure. At Odyssey, we continually seek opportunities to offer additional benefits to our contractors.

To that end, we have established a partnership with Cleerly, who maintain numerous bespoke agreements with prominent high street lenders for contractors. Excitingly, these competitive mortgage options are accessible to Odyssey contractors, including the following benefits: -

• Borrow up to 5x your annual contract rate
• Income calculated on your daily/hourly contractrate
• Market leading rates from High Street banks
• Cleerly have a 4.9 rating on Trustpilot
• 98% of enquiries result in a successful outcome

Coconut – The accounting and tax app for Contractors!

Just £9.95 per month.

Coconut is the easy way to sort your finances without the headache. Built with CIS contractors in mind, it helps you track income, log expenses, and keep on top of your taxes—without piles of paperwork or confusing spreadsheets.

Whether you're on site or on the move, Coconut makes it simple to know what you’re earning, what you’re owed, and how much tax you need to set aside. Less faff, more graft.

Mortgage & Financial Advice for Contractors

Expert Support – Exclusive to Odyssey Clients

We'reproud to partner with Contractor Financial to bring you tailored advice on mortgages, insurance, and financial planning—specifically for contractors.

• Contractor Mortgages - Access the entire market with specialist support that makes securing a mortgage easier.
• Free Financial Health Check - Get a personalised snapshot of your finances with a complimentary contractor review
• Protection & Benefits for Contractors - Stay protected with tailored insurance for contractors.
• Sick Pay Cover - Protect your income if you're unable to work.
• Wills & Estate Planning - Plan with confidence and ease.

Experts in Mortgages & Protection for Independent Professionals

Connely Roberts Mortgage Services takes a refreshingly different approach to mortgage broking — treating every mortgage application with the same care and attention as if it were their own. Specialising in supporting independent professionals — including limited company contractors, umbrella employees, business owners, freelancers, and CIS workers — they help clients secure the home they want and protect what matters most.

With expertise in mortgages based on contract rate and gross income, Connely Roberts Mortgage Services present each client in the best possible light to achieve their maximum borrowing capacity . From the very first conversation through to completion, clients are at the centre of everything they do.

After working within a major brokerage, the team established Connely Roberts Mortgage Services in 2021 to provide a truly personalised service, grounded in experience and results. Their 5-star commitment means clients receive support every step of the way — with a team that genuinely puts their needs first.

The team can be contacted on 01252 214044 or info@crmortgages.co.uk.

Contractor Shield is a service designed to assist contractors who have received correspondence from HMRC. This service was established in response to numerous enquiries we received at Point Accounting from clients who had received letters from HMRC but were unsure how to respond.

Our initial recommendation was always to consult the relevant umbrella company; however, in many cases, that umbrella had closed, leaving the contractor uncertain about how to proceed. In some instances, contractors would panic and not respond, which only exacerbated the issue and led to fines. This is when Contractor Shield was born—a service aimed at alleviating the stress, hassle, panic, and uncertainty of dealing with HMRC enquiries.

Contractor Shield retains the services of an experienced tax barrister who reviews clients’ letters, provides insight into the investigation, outlines what to expect, and drafts the relevant responses to HMRC. Our service includes the following:

• Understanding the Enquiry: We explain what HMRC is asking for and why.
• Drafting Responses: We write replies to HMRC’s questions and requests.
• Documents: We advise on the requested paperwork.
• Filling Out Forms: We assist in completing any forms required by HMRC.
• Deadline Reminders: We keep track of deadlines and remind clients when responses are due.
• Advice on Rights: We explain taxpayers' rights and what they can expect from the enquiry process.
• Deadline Reminders: We keep track of deadlines and remind clients when responses are due.
• Follow-Up: We monitor the progress of the enquiry and provide updates.
• Explaining Outcomes: We clarify the results of the enquiry and outline the next steps.
• Record Keeping: We help organise and maintain records of all correspondence and documents.
• Tax Calculations: We assist with any necessary tax calculations to support the response.

GoSimpleTax software submits directly to HMRC and is the solution for self-employed contractors and anyone who has income outside of PAYE to file their self-assessment giving hints and tips on savings along the way. GoSimpleTax does all the calculations for you saving you ££’s on accountancy fees.

The software will provide you with tips that could save you money on allowances and expenses you might have missed.

Get started with GoSimpletax today and claim your 30% discount*

‍*Discount code will be emailed to you shortly after registering to try the software for free

The bank account that helps you get your business off the ground.

Apply in minutes and pay no monthly fee

We’ve teamed up with Zempler Bank to give you access to their business bank account. Over 650,000 businesses have already chosen Zempler.

Zempler Bank is for sole traders and those just starting up. And for small businesses with growth on their minds and less time than they’d like.

Zempler Bank business account comes with:

• Fast sign up – apply in minutes online and start taking payments
• No monthly fee
• FSCS protection up to 85,000
• 24/7 fraud monitoring, plus instant card freeze if you lose your card or something doesn’t look right. Unfreeze it just as easily at any time.
• Easy in-app and online banking
• UK telephone customer service support
• Pay in cash at any of the UK’s 11,500 Post Offices
• Cashflow tracking tools like spending insights and set aside pots
• Integrated accounting tool that connects directly to your chosen accounting software