Proactive Tax Advice (Ongoing)

What ongoing proactive tax advice covers

This service keeps your tax position under review and turns it into practical next steps.

• Regular tax check-ins based on up-to-date figures
• Income and dividend planning for owner-managed limited companies
• Sole trader and partnership tax planning, including payments on account
• VAT planning and timing considerations where relevant
• Guidance on allowable expenses and record-keeping
• Tracking likely tax liabilities so you know what to set aside
• Support with HMRC queries and keeping deadlines on track

When this service is most useful

• Your profits are growing and you want to avoid an unexpected tax bill
• You take a mix of salary, dividends, and other income
• Your income is uneven and you need a reliable way to plan for tax
• You are registering for VAT, changing schemes, or your VAT bill is rising
• You are considering buying equipment, using a vehicle, or claiming home working

How it works

We agree what you need from the service, then review your numbers at planned intervals. You will receive clear recommendations, what to do next, and what it means for your expected tax and cash flow. Advice is given in plain English, with assumptions and deadlines made clear.

Ongoing value and optimisation

As your business changes, the plan is adjusted so decisions stay tax-aware and practical. You will build a clearer picture of your tax position through the year and reduce the risk of rushed choices close to filing dates.