Year-Round Tax Planning Support

What year-round tax planning support covers

This service is designed to prevent last-minute scrambles and help you make tax-aware choices throughout the year. Depending on how you trade, support can include:

• Regular tax forecasts based on up-to-date bookkeeping (income tax and Class 2/4 NIC for sole traders, or corporation tax for limited companies)
• Payment-on-account planning and cash flow prep for upcoming liabilities
• Guidance on allowable expenses and evidence you should keep
• Profit extraction planning (salary, dividends, pension contributions) for director-shareholders
• VAT and payroll considerations where they affect your overall tax position
• Year-end planning before your accounting period closes, so options are still available
• Identifying reliefs and claims you may be missing (where relevant to your business)
• Support with one-off decisions (new equipment, a vehicle, switching VAT schemes, hiring staff)

When this service is a good fit

You will get the most value from year-round tax planning if you:

• Are a sole trader, freelancer, contractor or owner-managed limited company
• Prefer predictable tax bills rather than surprises after the year-end
• Take regular drawings or dividends and want confidence you are setting aside enough
• Are growing, changing pricing, hiring, investing, or launching new income streams
• Want a clear plan for your personal and business tax position, not just compliance

How the support works

The service is delivered around your business calendar and the quality of your bookkeeping.

• Baseline review: we confirm how you trade, review current figures, and agree what “good” looks like (profit targets, cash buffer, tax reserve).
• Ongoing check-ins: periodic reviews of your results and tax estimate, with clear actions to take before key dates.
• Decision support: you can sanity-check tax impact before committing to larger spends or structural changes.
• Pre-year-end planning: a final review before the year closes, focused on practical steps still available in time.

Ongoing value you can expect

As your numbers stay current, planning becomes simpler and more accurate. Over time, you should see:

• Fewer nasty surprises and fewer rushed decisions
• Better visibility of what you can safely take from the business
• A clearer link between profit, cash flow, and tax
• More confident planning for investments, staffing, or personal goals