Strategic Planning

If you don't know where you are going, you are certain to end up somewhere else

You've probably been told many times that planning is crucial to success in business but somehow you've never quite got round to it.

Rather than having a planned strategy you run your business by...

  • Trusting your intuition;
  • Using instant decisions;
  • And generally riding the rollercoaster.

That may well work and we do realise that gut feelings are a crucial business skill in successful entrepreneurs. But planning is still crucial. Research shows that those businesses that do plan and have clear strategies are far more successful.

Our strategic planning service helps you...

  • Agree on long-term strategic goals both personally and for the business;
  • Identify where you are now;
  • Work ON the business so that you can spend less time working IN it;
  • Indentify the blocks in the strategy;
  • Agree an operational strategy to overcome the blocks and meet those goals;
  • Develop business growth systems;
  • Grow a great team of people;
  • Monitor your results against those goals;
  • Manage the money in your business;
  • Develop an exit strategy.

The result is an agreed ACTION PLAN.

For more information see our ...

  • Business growth helpsheets
  • Special business reports
  • Brilliant business books

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Registered Office

Need a different address for your registered office?

You can use our office address as the registered office for your company.

This will also ensure all important documents come straight to us to deal with on your behalf straight away. Any that aren't for us, we forward to you.

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Raising Finance

Do you know the most likely source of finance at the best rates?

Through our close working relationships with finance sources we can assist in advising on the right type of finance for you and offer advice on...

  • Bank loans and overdrafts;
  • Hire purchase;
  • Personal loans;
  • Sales invoice factoring and discounting;
  • Leasing and contract hire;
  • Venture capital;
  • Private investment sources.

For more information see our:

  • How to get a grant helpsheet
  • How to raise finance helpsheet
  • Writing a business plan helpsheet
  • Loan Repayment calculator to calculate loan repayments for you, showing the capital and interest.

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Property Tax

Are you a buy to let investor or property dealer or developer?

Property tax is a bit of maze and we can advise you on issues such as...

  • Tax reduction strategies for rental income;
  • What is a repair and tax deductible and what is capital and not;
  • When to use a Limited Company to save tax;
  • Trading income versus Capital Gain considerations and advice;
  • Capital Gains rollover and holdover considerations;
  • Stamp duty planning;
  • Tax efficient mortgage structures;
  • VAT considerations of property deals;
  • Making the most of the Principal Private Residence election;
  • Tax issues on the sale of part of your residence;
  • Second homes;
  • Inheritance Tax angles.

For more information see our helpsheets on ...

  • CGT and your principal private residence.
  • Taxation of buy to let properties.
  • Using a limited company to save property tax.

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Personal Tax

Need help with your Tax Return or want to pay less tax?

Personal tax services are available both for business owners and private individuals including...

  • All aspects of Self Assessment;
  • Dealing with Tax Returns;
  • Tax enquiries;
  • Computation of liabilities;
  • Tax disputes;
  • Correspondence with HMRC;
  • Inheritance tax planning;
  • Tax Investigation Fees Protection;
  • Trusts.

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Payroll and PAYE Returns

Everything seemed fine running your own business until the day you took on your first employee and became an unpaid tax collector

This is when you found out what red tape was all about.

Let us take the strain away from you and let you get on with running and growing the business. Payroll is complicated and has to be done on time and you as the employer are responsible for the mistakes.

We run payrolls on time and can provide a tailor made service for your business including...

  • Employee payslips;
  • Monthly summaries;
  • Departmental reports;
  • Dealing with leavers and starters;
  • Provision of analysis of staff costs;
  • Real Time Information (RTI) PAYE returns for the Revenue;
  • Assistance with automated payment set-up to your employees;
  • CIS returns completed by us.

You will never have to worry about calculating statutory sick pay or maternity pay and dealing with student loan deductions ever again!

And at year end...

  • Employee summary P60s;
  • P11D and P9D benefit and expenses returns.

And the related tax planning advice...

Beyond the payroll compliance service, we offer comprehensive advice on all employment tax issues including...

  • Tax efficient remuneration strategies;
  • Planning for retirement;
  • Termination payments;
  • Inducement payments;
  • Company car and van strategies;
  • Benefits planning.

For more information see our ...

  • The basics of PAYE helpsheet
  • The construction industry scheme helpsheet
  • Payroll calculator

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

PAYE Healthcheck

Worried about a PAYE Inspection?

Our PAYE Healthcheck service is designed to find any PAYE issues before the Taxman does!

Why not call us in prior to any visit?

The healthcheck can...

  • Review and sample check your payroll records for errors;
  • Sample test the most common errors that the PAYE inspectors look for;
  • Statistically analyse your completed PAYE returns;
  • Sample check the completion of PAYE returns;
  • Compare your PAYE returns against your annual accounts;
  • Sample check leavers and starters to make sure they are correctly dealt with;
  • Review statutory maternity pay, statutory sick pay, student loan deductions and working tax credits;
  • Identify any workers where status issues may be a concern;
  • Check completion of end of year returns;
  • Review benefit in kind and expenses disclosures and calculations;
  • Check expenses dispensations;
  • Identify any PAYE planning opportunities.

We can also provide a similar service in respect of a CIS healthcheck for the construction industry.

For more information see our ...

  • The basics of PAYE helpsheet
  • The construction industry scheme helpsheet

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Management Systems

Working ON the business to help you manage the money!

Our consultancy services can include a review of your management information systems, particularly in relation to your financial systems and controls that will enable you to take full control of your business.
This can include...

  • Cash controls;
  • Debtor control;
  • Stock control;
  • Purchasing systems;
  • Cost controls;
  • Budgeting;
  • Financial reporting systems.

Reliable management information allows you to react quickly to changing business needs.

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Management Accounts And Information

If you measure it, you can manage it!

Up to date, relevant and quickly produced management information allows you to make the right decisions.
Our management accounts and information services include...

  • Monthly or quarterly management accounts;
  • Reporting of key performance indicators that are the underlying drivers that run your business;
  • Help with in house systems for you to produce your own information;
  • Training on how to get the most out of your information;
  • Supplying management information to lenders;
  • Branch/Divisional results;
  • Actual performance compared to budget and/or comparative periods;
  • Costing information, including break-even turnover levels.

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.

Inheritance Tax Planning

Avoid paying tax again on wealth you've accumulated and been taxed on already!

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.
We can advise...

  • Individuals whose estate planning is close to the nil rate band or many times larger;
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios;
  • On both lifetime transfers and wills.

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon".

For more information see our ...

  • The basics of inheritance tax helpsheet
  • Inheritance tax calculator

Next step

Please contact us if you need further advice, have any questions about our services, would like a free consultation or a fixed fee quote.