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Pro-active Advice

The dictionary definition of proactive is ‘tending to initiate change rather than reacting to events’

This describes the way we work with our clients. We take the first step by approaching our clients with tax saving ideas and ideas to improve their business.

These are a number of ways that we achieve this:

  • All sole trader and partnership clients receive an annual calculation of the potential tax savings for them of trading their business as a limited company.
  • Annual review of directors’ remuneration to ensure that it is structured in the most tax efficient way.
  • Pre-year end tax planning questionnaires are sent to every client - these are full of tax saving ideas for them and their business.
  • NEW this year, we are launching our latest and most proactive service so far. A free simple twelve month forecast for all clients, to help them look forward. If you set goals on where you want to be 9/10 times you will achieve it.