Tax Planning & Advisory
Proactive advice to legally minimise your tax bill.
Tax Planning & Advisory— what we do
We don't just file returns, we help you plan ahead. Our tax planning service looks at your full financial picture and identifies legitimate ways to reduce income tax, capital gains tax, and corporation tax. We recommend timing strategies, efficient extraction methods, pension contributions, and investment reliefs.
What’s included
- →Annual tax planning review
- →Income extraction strategy (salary vs dividend)
- →Pension contribution optimisation
- →Capital gains tax planning
- →Inheritance tax awareness
- →Investment relief advice (EIS, SEIS)
- →Year-end tax checklist
Who is this for?
- →Company directors looking to extract profits tax-efficiently
- →Higher-rate taxpayers wanting to reduce their bill
- →Landlords affected by Section 24 restrictions
- →Business owners planning an exit or sale
What happens next:
Tax planning is included as part of our annual packages. If you need standalone advisory, we will scope the work and confirm a fixed fee after an initial call.
Indicative Pricing
Included in packages
Available add-ons
Management accounts
From £200/month
Final fee confirmed after free consultation
Book Free Consultation →Not sure if this is right for you?
All new clients get a free 30-minute consultation before any commitment. We’ll assess your situation and recommend exactly what you need.
Book Free Call →Frequently asked questions
Tax return filing is backwards-looking — reporting what has already happened. Tax planning is forwards-looking — structuring your affairs to legally minimise future tax. We do both, but planning is where the real savings happen.
The earlier the better. Ideally, we review your position at the start of each tax year so we can advise on salary vs dividend split, pension contributions, and timing of disposals before it is too late to act.
Basic tax planning advice is included in all our annual packages. If you need a standalone in-depth advisory session — for example, before a business sale or major property transaction — we scope that separately with a fixed fee.