Proactive tax

Tax Planning

Year-round tax strategy for directors, families, and growing businesses. We plan in advance — not the week before the tax return.

Save tax legitimately. Sleep easy.

Tax planning is what we do *before* the year ends, not what we explain on filing day. Our planning service combines compliance, structure and family wealth advice into one coherent strategy.

  • Owner remuneration strategy

    The right balance of salary, dividends, pension, and benefits — reviewed annually as rules change.

  • Capital gains planning

    Asset disposals, BADR (Entrepreneurs’ Relief), incorporation reliefs, and timing structured for maximum efficiency.

  • Inheritance & family planning

    Trusts, gifting strategies, business property relief, and family investment companies — in plain English.

  • R&D and innovation reliefs

    Identifying eligible projects and preparing technical narratives that survive HMRC scrutiny under the merged scheme.

  • EIS / SEIS advisory

    Structuring your company to attract investors using the right tax-advantaged scheme — advance assurance included.

  • Property & landlord tax

    Section 24, incorporation, FHL changes, ATED — we make sense of the moving pieces and build a strategy that works.

Frequently asked

Questions clients actually ask us.

Quick answers to the things prospective clients ask before they sign up. Anything missing? Drop us a line and we’ll add it.

Are you actually qualified?

Yes — we’re an AAT-Approved Practice (licence 1007133). All work is overseen by qualified accountants with twelve-plus years of UK practice experience.

How does switching from my current accountant work?

We do all the heavy lifting. We send a professional clearance letter to your existing accountant, request the records, and onboard you in under two weeks. You don’t have to have an awkward conversation.

What software do you support?

We are certified partners for Xero and QuickBooks Online, and we work routinely with FreeAgent, Sage, Dext and Hubdoc. If you’re not on cloud yet, we’ll migrate you for free as part of onboarding.

Are your fees really fixed?

Yes. We agree a fixed monthly or annual fee at the start, in writing, based on the size and complexity of your business. No timesheet billing, no surprise invoices.

Do you handle Making Tax Digital (MTD)?

Every package is MTD-ready. We handle digital VAT submissions today and we’ll have you compliant for MTD for Income Tax well before the staged rollout dates affect you.

Where are you based and do you only work locally?

Our office is in Hayes, west London — but most of our clients are spread across the UK. We work primarily over secure cloud tools and video calls, with in-person meetings when they’re useful.

What if HMRC writes to me?

As your appointed agent, we get copied on HMRC correspondence. Routine notices and queries are handled at no extra cost. Full investigations and enquiries are quoted separately and we offer optional fee protection insurance.

Ready when you are

Let’s take the stress out of your accounts.

Book a free 30-minute consultation. No commitment, no jargon — just a clear plan for your business.