Finovra/Accountancy/Tax planning & advisory
Accounting & financePlanning, while it can still change something.
Structure, salary and dividend planning, allowances and reliefs — reviewed before your year end, not explained to you afterwards.
What usually goes wrong
The problems we get called about.
- Advice that arrives too late to act on.Being told in August what you should have done in March is a history lesson.
- A structure chosen years ago.Sole trader or limited company was the right answer at one income level and may not be at your current one.
- Reliefs nobody mentioned.Allowances go unclaimed every year simply because nobody raised them in time.
What's included
Scope, in plain terms.
- Structure review.Whether your current setup still suits your income and your plans.
- Salary and dividend planning.The split, and the timing of it, reviewed each year.
- Allowances and reliefs.Checked against your actual circumstances rather than a checklist.
- Pension contribution timing.Where contributions can do more than one job.
- Pre-year-end review.A deliberate conversation before the period closes.
- Straight answers.Including when the answer is that the thing you read about does not apply to you.
Tax planning done after the year end is not planning. It is arithmetic.
We give tax planning advice within our competence and we will tell you plainly when something needs a specialist — complex trust, international or share scheme work, for instance. We would rather refer you than improvise.
Free, no obligation
Find out what you're overpaying.
Twenty minutes, a straight answer, and a written fixed quote. Nothing to prepare — just bring your last set of accounts if you have them.
Book a free 20-minute review →