Pre Year End Strategic Review

Pre Year End Strategic Meetings are extremely useful to have to ensure you discuss the important things that come up for you or your business whilst you can still make adjustments and review and focus your personal and business goals.

We have 3 key services which will give you the support you need, depending on the needs and wants of you and your business. No matter which option you pick, each will be unique to you and your business. These meetings will cover the most important issues for you at this time, but below is an idea of what you will achieve and how we will run these meetings.

Book your pre-year end meeting now

Pre-Year End Personal Tax and Wealth Review

With this review, you will be able to:

  • Save money by paying the legal minimum amount of tax
  • Plan your cash flow for approaching tax liabilities
  • Get the most of your hard-earned cash
  • Learn how to efficiently purchase and dispose of personal assets and investments
  • Have a clear plan for retirement now to ensure you have enough to live your desired lifestyle
  • Sleep easy knowing your wealth and family are protected
  • Achieve your financial goals

In a meeting of up to 1 hour, we will:

  • Review your personal tax position including your dividends, drawings and other income
  • Estimate your personal tax liabilities
  • Review of your pensions and/or work closely with your IFA
  • Review your retirement planning
  • Consideration of your investment strategy
  • Provide a plan with clear action points

Pre-Year End Strategic Review

With this review, you will be able to do the above plus:

  • Improve your bookkeeping and management accounts
  • Improve cash flow and profitability
  • Make the business less dependent on you
  • Get the most from your employees
  • Make your business more valuable
  • Estimate your Corporation tax liability
  • Learn how to efficiently purchase new business assets
  • Access tax reliefs, including Research and Development claims

In a meeting of up to 2 hours, we will discuss the issues most important to you from the above as well as:

  • (If you do not prepare your own management accounts)
    • Review and tidy up the basic data in your accounting software
    • Prepare your management accounts prior to the meeting
    • Interpret your management accounts
  • (If you prepare your own management accounts)
    • Review the management accounts you have prepared
    • Interpret your management accounts
  • Produce a plan with clear action points

Strategic Business Planning Overview

With this review, you will be able to:

  • Identify your vision of the future of your business
  • Have a fresh review of your products and services
  • Consider the needs and wants of your customers and potential customers
  • Evaluate your systems and procedures
  • Review your own role in the business
  • Discover changes that need to be made for profitable growth

In a meeting of 3.5-6 hours (half day or full) we will:

  • Delve into what you want your business to look like in the future
  • Define where your business is today
  • Outline which performance targets you need to hit to get you there
  • Detail what you need to change as a business
  • Identify what might stop you
  • Produce a detailed strategic plan outlining the timeline, the Key Performance Indicators and an action plan for accountability

Bespoke tax planning

Whatever your tax situation, our expert planners can implement non-aggressive tax planning structures to reduce your liability to Income Tax, Capital Gains Tax, Inheritance Tax or VAT.

This “one size never fits all” approach enables you to keep more of what you earn and keep tax liabilities to a minimum.

man planning his year end and tax

Tax protection scheme

In the event of an enquiry, our team of specialists are here to support you and give you peace of mind. An enquiry into your business can cause huge disturbance and possibly lead to loss of income, as well as being extremely time consuming and costly.

We offer an annual subscription that will protect you and your business and save you a considerable amount of money.

Find out more about our tax protection scheme service and read about how we’ve helped our clients.

Find out more

Research & Development (R&D)

You could be missing out on thousands of pounds in tax relief if you’ve created a new process, product or service or improved an existing one. Many companies are failing to claim the relief they are entitled to as they are unaware that their work qualifies. We are here to guide you.

In short, any project that seeks an advancement in knowledge or capability in a field of science or technology, seeks to resolve scientific or technological uncertainties or to improve existing processes all potentially qualify for R&D relief. The project does not necessarily need to have been successful for the claim to still qualify for the relief.

As R&D specialists we are committed to helping you claim back your tax relief, so you can focus on the important stuff – efficiently running your business.

Find out more
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    Veterinary Practice Owner

Want to find out more?

Call us on (01474) 853856 and we will put you in contact with one of our advisers, or send us an enquiry by clicking below.

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