Advisory & Consultancy

Professional Fee Protection

• Insurance against the cost of investigation. You will be covered by our scheme - in the event of a full enquiry we will be able to deal with this for you promptly and our fees will be met by the insurance company.

Business plans and cash flow forecast and budgets

• Every business should plan ahead to ensure success but daily business pressures often conspire to delay the strategic planning process. Financial forecasts are a crucial part of any business plan and we will ensure these are both meaningful and robust. Knowing your numbers is vital to making decisions.

Business Tax Planning

• We can carry out a detailed tax planning review two months before your accounting year-end to ensure you are aware of any opportunities to minimise your tax liabilities and possibly create more wealth for you.

Personal tax planning

• We can carry out a personal tax planning review in February to ensure you are aware of any opportunities to minimise your personal tax liabilities and possibly create more wealth for you.

Company Car Planning

• We can carry out a planning exercise each time you consider buying a new vehicle to ensure you are aware of the most appropriate method of finance and the minimisation of tax liabilities.

Quarterly Management Accounts

• We can prepare management accounts from your accounting records, including graphical and ratio analysis.

12 month cash flow and profit forecast

• We can prepare a 12-month cash flow and profit and loss forecasts, broken down month by month. This will provide useful insight into your business projections.

Benchmarking Review

• We can carry out a detailed benchmarking review to measure the performance of your business against other businesses within your sector. Our report will highlight those areas where improvements can be made to your profitability and cash flow position.

Beat the Recession support session

• A 2 hour meeting to discuss how we can best help you weather the current economic challenges your business faces and work with you to create an action plan that you can use to take your business forward

Inheritance tax planning 

• Avoid paying tax again on wealth you have accumulated and been taxed on already. Our tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.