Service 02
Tax Planning & Compliance
Planning that reduces what you owe, done properly and evidenced — and every HMRC deadline met without a last-minute scramble.
The short version
What this actually means
There is a difference between filing a tax return and planning your tax. Filing tells you what happened. Planning changes what happens next.
Most of the meaningful decisions — how you draw income, when you buy equipment, whether a structure still suits you, what to do with a property disposal — have to be made before the year ends. Once the year closes, the options narrow considerably.
We review your position through the year rather than once at the end of it, so decisions get made while they can still change the outcome. Everything we recommend is mainstream, well-evidenced planning: reliefs and allowances you are entitled to, applied correctly and documented.
Included
What you get
- Corporation tax planning and the annual CT600 return
- Self assessment for directors, sole traders, landlords and higher earners
- Profit extraction planning — the salary and dividend balance that suits your circumstances
- Capital allowances and the Annual Investment Allowance on equipment and vehicles
- Research and Development tax relief claims, where your work qualifies
- Capital Gains Tax planning on property and business disposals
- VAT scheme reviews — flat rate, cash accounting and annual accounting
- HMRC enquiry support, should one ever land
Right fit?
Who this is for
- Company directors deciding how to take income tax-efficiently
- Higher-rate taxpayers facing allowance tapering or the child benefit charge
- Property investors weighing personal versus company ownership
- Growing businesses where the structure that suited year one no longer suits year five
- Anyone facing a one-off event — a sale, a large disposal, an inheritance — where the planning window is short and closes for good
Questions