Can you guarantee a tax saving?

No, and we would be cautious of anyone who did. What we can do is make sure allowances and reliefs you are entitled to are applied correctly and that decisions are made with the tax effect understood in advance.

When is the best time to have a planning conversation?

Well before your year end, and before any significant decision such as a large purchase, a change in how you are paid, or bringing in a new shareholder.

Is this only for larger companies?

No. Most of our planning work is for owner-managed companies with one to ten employees, where the director's personal position and the company's are closely linked.

Do you give investment or pension product advice?

We advise on the tax treatment of pension contributions but do not provide regulated investment advice. Where that is needed, we will say so.

tax-planning-consultancy

TAX PLANNING & FINANCIAL CONSULTANCY

Planning conversations held while they still count

Advisory work built on your actual figures what your options are, what each one realistically means, and which are worth acting on.

Book a free health check

AREAS WE ADVISE ON

Where planning usually helps

Director remuneration: the balance of salary, dividends and pension contributions.

Profit extraction and the timing of drawings across tax years.

Capital expenditure decisions and the allowances available.

Cash flow forecasting and setting money aside for tax liabilities.

Business structure questions, including incorporation or adding shareholders.

Preparing the numbers for lenders, landlords or a future sale.

OUR APPROACH

Careful, evidenced, and explained

We do not promote schemes or quote headline savings figures. Planning is based on your own numbers, current legislation and your plans for the business. Where an option has a downside cash flow, complexity, or risk we say so.

You receive the reasoning in writing, so any decision can be made calmly and revisited later. Where a matter falls outside our remit, such as regulated investment or mortgage advice, we will tell you and suggest the right kind of specialist.

FAQS

Tax planning questions

Book your free 20-minute Accounts & Tax Health Check

A short, no-obligation review of your deadlines, likely tax position and where things can be tidied up. You are under no pressure to change accountant.

Book a free health check