Business tax planning
Forward-looking reviews of profits, reliefs, timing and structure before positions become fixed.
Business advisory & tax planning
Plan tax before the deadline makes the decision for you.
Proactive business and director tax planning for UK founders, growing companies and international businesses with decisions to make.
What we handle
Tax advice built around real business decisions.
We look beyond the return to understand ownership, cash, growth plans and the commercial reason behind each decision.
Director planning
Salary, dividends, benefits and personal considerations assessed as one joined-up picture.
Growth and transactions
Tax input for investment, restructuring, acquisitions, disposals and international expansion.
Planning areas we cover
The decisions where early tax advice changes the outcome.
Each area links to our accounting and payroll work, so the advice is implemented in the same records it is based on.
Director pay and extraction
The balance of salary, dividends, pension contributions and benefits, reviewed each year against current thresholds.
Company structure
Holding companies, group structures and whether to trade through a UK subsidiary or branch.
Share schemes and founder equity
EMI options, growth shares and how share issues interact with SEIS/EIS.
Selling or exiting
Business Asset Disposal Relief, timing and how deal terms affect the tax you pay.
International founders
UK tax residence, permanent establishment risk and payroll when a US or overseas company hires in the UK.
Capital spending
Using capital allowances, including full expensing, on equipment and technology investment.
Why it matters
The best planning happens while options still exist.
A filing deadline records what already happened. Advisory work gives you time to assess choices, evidence them properly and avoid preventable surprises.
- Tax considered alongside cash flow and growth
- Clear responsibilities and decision dates
- Joined-up company and director planning
- Advice explained without unnecessary jargon
How we work
Understand the decision
We establish the commercial objective, entities, owners and timing.
Model the options
We assess tax, cash and compliance consequences of realistic routes.
Implement and review
We agree actions, support execution and revisit the plan as facts change.
Questions answered
Useful answers before we begin.
Is tax planning only for large companies?
No. Timing, remuneration, investment and structure can matter at every stage, especially when a business is growing or changing.
Can you work with our existing bookkeeping team?
Yes. We can provide advisory support alongside an internal team or take responsibility for the wider finance function.
Do you advise directors personally?
We consider company and director positions together and clarify the scope of any personal tax work required.
When should we involve you?
Before signing or implementing a significant decision. Earlier involvement usually leaves more options available.
How is tax planning different from tax avoidance?
We advise on using reliefs and allowances the way Parliament intends: choosing a sensible structure, timing decisions well and claiming what you are entitled to. We do not recommend artificial schemes designed only to avoid tax.
How often should directors review their pay and dividends?
At least once a year, before the start of the tax year, and again whenever profits, rates or personal circumstances change significantly.
Do you charge separately for tax advice?
Routine planning is often included in our monthly packages. Larger pieces of work, such as a restructure or exit, are quoted as a fixed fee before we start.
Make the tax position part of the plan.
Tell us where the business is today and what you need to achieve next.
Book a discovery call