Innovative Tax Strategy Session

What the session covers

You will leave with a clearer view of what is possible, what is sensible, and what to do next. Depending on your circumstances, we will cover:

• Your current business structure and whether it is still tax-efficient
• How you take money out of the business (salary, dividends, drawings) and the tax impact
• Claiming allowable expenses correctly and consistently
• VAT considerations and whether your current approach fits your turnover and pricing
• Timing decisions across the tax year to manage liabilities and cash flow
• Pension contributions and other reliefs that may be relevant
• Any upcoming changes (new income streams, hiring, major purchases) and how to plan for them
• Risks, grey areas, and what to avoid so you stay compliant

When this session is most useful

This session is a good fit if you want clear answers and a plan, not generic tips. It is especially useful if:

• Your profits have increased and your tax bills are rising
• You have moved from sole trader to limited company, or you are considering it
• You are unsure whether you are claiming everything you can
• You want to plan dividends, bonuses, or drawings without surprises
• You are approaching VAT registration, or VAT feels messy and unclear
• You want to make a large purchase and understand the tax treatment first

How the session works

To make the time valuable, the session is structured and tailored.

1. Before the session: you share key information and recent figures so the discussion is based on real numbers.
2. During the session: we work through your current position, your goals, and the tax outcomes of different options.
3. Decision points: we agree what is worth doing now, what to schedule later, and what is not suitable for your situation.

What you get afterwards

You will receive a clear summary of what was discussed and what to do next. This typically includes:

• Priority actions and suggested timings
• Any assumptions or information still needed to confirm a strategy
• Notes on compliance and record-keeping so the approach is supportable if queried

If you want support implementing changes (for example, updating payroll, VAT approach, or how you extract profits), this can be handled as the next step.