Service

Tax advisory

Corporate and owner tax, planned a year ahead of the deadline, so the bill is known before it is due.

Who it is for

Owner-managed companies and their directors, especially after a strong year or before a sale.

What you get

Four things, every time.

01

A tax plan for the year

A tax plan for the year

You know the bill before it is due.

You know the bill before it is due.

02

An owner pay review

An owner pay review

Salary, dividends and pension in the right mix.

Salary, dividends and pension in the right mix.

03

Advance payments checked

Advance payments checked

You stop paying for profit you are not making.

You stop paying for profit you are not making.

04

Filing on time

Filing on time

Every return, with one named adviser.

Every return, with one named adviser.

Fixed fee, from

£1,800

£1,800

£1,800

a year. Agreed in writing before any work starts.

a year. Agreed in writing before any work starts.

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How it runs

The first three weeks.

Week 1

Week 1

We review last year’s returns and this year’s forecast.

We review last year’s returns and this year’s forecast.

Week 2

Week 2

We agree a plan for the year, in writing.

We agree a plan for the year, in writing.

Week 3

Week 3

We set the filing and payment calendar.

We set the filing and payment calendar.

Questions

About this service.

Yes. Planning and filing sit with the same named adviser.

Yes, for directors of the companies we work with.

No. It describes the service. Advice starts once we have reviewed your figures.

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