Tax Advisory & Planning.
Compliance keeps you safe; advice makes you better off. Tax advisory is the sitting-down-before-you-act work: how to take money out efficiently, how a sale or purchase will actually be taxed, which reliefs genuinely apply to you, and whether the structure you have is still the right one. We give you the numbers for each route, in plain English, before the decision is made.
Tax Advisory & Planning a decision, costed
01 — The question
Bring the decision, not the aftermath
Selling, buying, extracting, gifting — the tax outcome is fixed the moment you act. So we look first.
02 — Costed
Every route, with real numbers
Not “it depends” — an actual figure for each way of doing it, side by side.
03 — Reliefs
The ones that genuinely apply to you
Reliefs found, conditions checked, claims prepared — the difference between the routes is usually here.
04 — Certainty
Act once, correctly
Where a transaction needs certainty, we seek HMRC clearance before it happens. Then you proceed without the doubt.
What's included
- Remuneration planning — salary, dividends, pensions and benefits as one picture
- Capital gains planning for business and property disposals
- Reliefs reviewed and claimed properly — from Business Asset Disposal Relief to R&D eligibility
- Pre-year-end planning reviews while there is still time to act
- Second opinions on advice you've been given elsewhere
- HMRC clearances sought where a transaction needs certainty
Also under this service
Inheritance Tax Planning
More of it passed on, less of it to HMRC — planned while there's time.
Tax Enquiries & Investigations
HMRC asking questions? We answer them for you.
Tax Disputes
When HMRC digs in, you want representation that has done this before.
Contractors & IR35
Your IR35 position, explained straight — before a contract bites.
Common questions
When should I ask for advice — before or after a transaction?
Before, always. Most tax outcomes are fixed the moment a transaction happens; afterwards we can only report it. The best money spent on tax advice is spent early.
Is this included in my normal accountancy fee?
Routine planning — like the annual salary and dividend review — is part of acting for you. Larger one-off advisory work is scoped and quoted separately before we start, so there are no surprise invoices.