Tax Planning

You work hard for the rewards from your business so we consider that it is vital you invest a little time and effort in maximising the after tax rewards from your business.

Tax is an overhead to be managed like any other. Even private individuals should be looking at ways to maximise their after tax income and gains.

You can achieve this by keeping in regular contact with us throughout the year to discuss progress and developments as and when they happen.

We can help you with all the major events such as planning for retirement, buying or selling a business or shares.

Some areas we have helped our clients include:

• Obtaining Enterprise Investment Scheme relief.

• Estate plans and inheritance tax planning.

• Minimising capital gains tax.

For further information on how we may help please email Susan Wills.

Business Development

What do we mean by this?

Sometimes you can’t see the wood for the trees. Talking to your accountant could make the difference between success and failure and help with strategy and direction.

Our services include all types of problem solving, financial plans and business advice.

There are various services that we offer to support you develop your business.

These include:

• Assisting you in producing a business plan and/or detailed budgets so that you may monitor your performance or use it as a basis for raising additional finance.

• Acting in a “financial controller” role providing you with reliable management information to use in running your business.

• Undertaking ad-hoc project work.

• Covering staff vacancies or long-term sickness.

Running a business on your own? Just need someone to talk through the trials and tribulations of running and managing your business?

Sometimes it helps having someone to talk to. We can provide you with the support when you need it at a cost that will ensure get value for money.

For further information, email Phil Soutter.