An ambitious business owner
You are:
Stable & Profitable
In the professional services industry
You want reassurance the tax man won’t come knocking.
Peace of mind comes from knowing everything’s squared away and HMRC is happy.
Maximum savings, maximum peace of mind.
From clarifying dividend confusion to uncovering savings, we’re here to untangle your tax worries.
Our services focus on three key areas:
COMPLIANCE
Helping you pay the right amount of tax, on time.
Peace of mind against HMRC obligations.
All tax compliance taken care of.
ADVICE
Delivery of work to improve your tax position.
Looking at how to make future savings.
Planning to get cash back into your business.
CONSULTANCY
Reviewing your overall tax affairs.
Applying tax legislation to your situation.
Seeing where you can benefit from advice retrospectively, currently or for future savings.
Tax Consultancy Business Lifecycle
There are five key stages a business will go through in its lifecycle from launch to exit.
At each stage there are different tax advice options to consider, to make sure a business is paying the most efficient amount of tax.
Starter planning
Ensuring the right split between Salaries and Dividends. The standard level for tax consultancy is salary and dividends planning,calculating the perfect split, to make sure business owners get paid in the right way.
Lifecycle Stage:
Small, stable business
Tax Diagnostic Sections:
Director & Employee Incentives
Average price
£500-£1000
Growing Business Tax Diagnostic
As the business grows, the director shareholders can look to maximise their takings, invest in the business and want to mitigate chargeable profits to corporation tax the right way.
Lifecycle Stage:
Expanding business
Tax Diagnostic Sections:
All previous sections, Capital Disposals and Business Re-Structuring
Average price
£1,500 – £2,000
End Game Tax Diagnostic
Circa 3 years + in advance of any of the aforementioned, undertaking a review to think ahead. This is the full 360 review!
Lifecycle Stage:
Early Stage/Start-Up business
Early Stage/Start-Up business
Tax Diagnostic Sections:
Outside of the Tax Diagnostic Software
Average price
£150-£500
Maximising Extracting Value Tax Diagnostic
Exploring the different ways to tax efficiently put things through the business or take value out of the business to benefit the business owner.
Lifecycle Stage:
Growing Business
Growing Business
Tax Diagnostic Sections:
Sections Director Employee Incentives; Capital Investments; Trading Activities & Taxable Profits; VAT
Average price
£1,000 – £1,500
Business Expansion Tax Diagnostic
The business may now be disposing of assets and reinvesting to expand. Likewise, the structure of the business may need to be considered to better facilitate expansion whether in the UK or overseas.
Lifecycle Stage:
Concluding Business
Concluding Business
Tax Diagnostic Sections:
All previous sections Business Sales, Cessation & Shareholder Exit; Succession & Retirement
Average price
£2,000+
Tax Consultancy Business Lifecycle
There are five key stages a business will go through in its lifecycle from launch to exit.
At each stage there are different tax advice options to consider, to make sure a business is paying the most efficient amount of tax.
Starter planning
Ensuring the right split between Salaries and Dividends. The standard level for tax consultancy is salary and dividends planning,calculating the perfect split, to make sure business owners get paid in the right way.
Lifecycle Stage:
Early Stage/Start-Up business
Early Stage/Start-Up business
Tax Diagnostic Sections:
Outside of the Tax Diagnostic Software
Average price
£150-£500
Maximising Extracting Value Tax Diagnostic
Exploring the different ways to tax efficiently put things through the business or take value out of the business to benefit the business owner.
Lifecycle Stage:
Small, stable business
Tax Diagnostic Sections:
Director & Employee Incentives
Average price
£500-£1000
Growing Business Tax Diagnostic
As the business grows, the director shareholders can look to maximise their takings, invest in the business and want to mitigate chargeable profits to corporation tax the right way.
Lifecycle Stage:
Growing Business
Growing Business
Tax Diagnostic Sections:
Sections Director Employee Incentives; Capital Investments; Trading Activities & Taxable Profits; VAT
Average price
£1,000 – £1,500
Business Expansion Tax Diagnostic
The business may now be disposing of assets and reinvesting to expand. Likewise, the structure of the business may need to be considered to better facilitate expansion whether in the UK or overseas.
Lifecycle Stage:
Expanding business
Tax Diagnostic Sections:
All previous sections, Capital Disposals and Business Re-Structuring
Average price
£1,500 – £2,000
End Game Tax Diagnostic
Circa 3 years + in advance of any of the aforementioned, undertaking a review to think ahead. This is the full 360 review!
Lifecycle Stage:
Concluding Business
Concluding Business
Tax Diagnostic Sections:
All previous sections Business Sales, Cessation & Shareholder Exit; Succession & Retirement
Average price
£2,000+
STEP 1
STEP 2
STEP 3
Discovery Stage
We gather the key information we need to know about you and your business, so we can then complete the Tax Diagnostic Review.
Tax Diagnostic Review
We run a Tax Diagnostic Review on you and your business. We identify and deliver a report on your tax advice needs, tax-saving opportunities, allowances, incentives and reliefs.
Impact Meeting
We take you through our findings, explore the benefits and look at your tax savings. You’ll get an action plan with priority areas to focus on, including estimated savings and a quote for the delivery of your recommended tax advice.
STEP 1
Discovery Stage
We gather the key information we need to know about you and your business, so we can then complete the Tax Diagnostic Review.
STEP 2
Tax Diagnostic Review
We run a Tax Diagnostic Review on you and your business. We identify and deliver a report on your tax advice needs, tax-saving opportunities, allowances, incentives and reliefs.
STEP 3
Impact Meeting
We take you through our findings, explore the benefits and look at your tax savings. You’ll get an action plan with priority areas to focus on, including estimated savings and a quote for the delivery of your recommended tax advice.
