Tax Planning Consultation

What the tax planning consultation covers

We review your current position and the months ahead, then turn it into practical actions you can follow.

• Review of business structure and how it affects tax
• Income and profit extraction planning (for example, salary vs dividends)
• Allowable expenses and what evidence you need to keep
• Timing of invoices, purchases and capital spending
• Use of pensions and other reliefs where relevant
• VAT considerations and common scheme pitfalls (where applicable)
• Forecasting likely tax liabilities and payment dates
• Record-keeping improvements to support claims and reduce risk

Who this is for

This consultation suits sole traders, freelancers, contractors and owner-managed limited companies who want to be proactive, not reactive. It is especially useful if your profits have grown, your income is seasonal, you have started taking money from a limited company, or you want to avoid surprises at Self Assessment or year end.

How the consultation works

You will share key details in advance, such as recent bookkeeping reports, prior returns, and any upcoming changes (new contracts, hires, equipment purchases). We then meet to review options, stress-test assumptions, and agree the most sensible steps for your situation. The focus is plain-English guidance you can act on straight away.

What you get afterwards

You will receive a clear summary and prioritised action plan, including what to do now, what to monitor, and what to diarise for later in the tax year. If you want ongoing support, we can also align your bookkeeping routine and reporting so the plan stays on track and remains compliant as figures change.