Tax Planning
No one likes a surprise tax bill — especially when it could have been planned for.
We believe tax planning should happen throughout the year, not just at the last minute. By combining early accounts preparation with regular check-ins, we help you stay ahead of your tax position and make smart decisions long before deadlines roll around.
Proactive tax planning is built into our Insight and Growth packages, with quarterly check-ins to keep you ahead of your liabilities and in control of your remuneration strategy.
What’s Included
- Start-up structure support. If you’re just getting going, we’ll help you choose the right setup (sole trader, limited company, etc.) from day one.
- Ongoing income tax planning, with regular reviews of your projected earnings to avoid thresholds and tax traps (like the child benefit clawback or the 60% marginal rate).
- Reviewing your income needs and designing a remuneration plan that’s sustainable for both you and the business
- Making the most of surplus profits through pensions or reinvestment
- Planning efficient ways to extract cash when the time is right
Why You Might Need It
“I didn’t realise I owed that much in tax.” It’s one of the most common things we hear from new clients.
Whether it’s unplanned liabilities from excess drawings or missing out on key allowances, reactive tax handling can cost you. We help by:
- Bringing clarity early, so you know what’s coming and why
- Structuring income tax-efficiently, with no nasty surprises
- Planning dividend timings to avoid thresholds or benefit losses
- Supporting long-term tax strategy as your business evolves