Congratulations, you’ve taken the best next step to maximising your wealth. I’m looking forward to learning more about you, your business and your dreams.
We start with getting to know you, your business and understanding where your business is from a financial perspective. This includes:
Once we have understood you and your business, we will meet online to discuss various questions, this discussion will help us deliver maximum value for you. Our intention for this meeting is to make sure these questions are tailored to your personal and business goals.
Next, our team of specialists will crunch the numbers for you and produce a report. We won’t just send you a huge pdf and leave you to it, we are going to meet with you online to run through each item, so you understand it and know what action to take.
We recommend you use your report as an action plan. Otherwise, the whole process is just a nice exercise. If you prefer, this meeting can take place at our offices in Croydon.
My personal guarantee: this meeting will be in plain English, avoiding any jargon and give you the most value possible.
We’ll give you a fresh perspective, another view of your business. We’re neutral and can take an unbiased view of how your business is aligning with your goals. It is amazing what someone with fresh eyes can see in your business.
Two immediate wins you’ll get are the potential tax savings we identify, and the fresh feedback you get on your business.
We provide tax reviews that are tailored to the of the size of your business and the stage of growth you’ve reached so far.
Our three core package are detailed below. If you’re ready, you can combine all of these for significant savings.
Keep reading to learn more.
Our standard level for tax consultancy: Salary and dividends planning; we calculate the perfect split to make sure you get paid in the right way.
Suitable for all stages of business.
Investment: £500 +VAT
Remember, our tax review guarantee: we will uncover AT LEAST DOUBLE your investment in potential savings, or we will refund you in full.
Exploring the different ways to tax efficiently put things through the business or take value out of business to benefit yourself as a business owner.
Suitable for small, stable businesses.
Investment: £1,000 +VAT
Again, this review is covered by our tax review guarantee: we will uncover AT LEAST DOUBLE your investment in potential savings, or we will refund you in full.
As the business grows, the Director and shareholders can maximise their takings, invest in the business, and mitigate chargeable profits to Corporation Tax.
Suitable for growing businesses.
Investment: £2,250 +VAT
This review is also covered by our tax review guarantee: we will uncover AT LEAST DOUBLE your investment in potential savings, or we will refund you in full.
Will you scale, or choose to exit? This is one of the toughest choices business owners face. Combining all three of our tax reviews will not only get your business in the best possible shape – it will give you the clarity to explore your options.
Regardless of the direction you take, this review will help you make your business attractive to investors, or maximise your return on exit.
Suitable for businesses ready to scale.
And there’s more. Choose this option and we’ll combine all three tax reviews for an unbeatable price.
Investment: £3,750 £2,750 +VAT
As with our other reviews your investment is covered by our tax review guarantee: we will uncover AT LEAST DOUBLE your investment in potential savings, or we will refund you in full.
That’s right, we will guarantee to find you tax savings.
Challenge us to save YOU AT LEAST DOUBLE your investment for the review and if we can’t show you ways to save that much tax, we will refund you in full.
Complete the form and a member of the team will be in touch to book your review.
