Ongoing Tax Strategy & Advisory Services
A specialist service for business owners and families who want intelligent, long-term tax planning rather than routine accountancy work.
Every package is paid by monthly direct debit, with a clear progression of value as you move up the tiers.
We focus on unlimited email support, telephone support, online meetings, and ongoing monitoring to ensure you remain tax-efficient as legislation changes.
Comprehensive Tax Strategy Review
Included with Platinum Plus or £4,000 standalone
A full structural review of your personal, business and family tax position. This is a detailed, high-level assessment covering income, assets, ownership, remuneration, business structure, and long-term inheritance tax exposure.
Clients taking the Platinum Plus service receive this review automatically.
What you receive:
- A complete strategic plan covering short, medium and long-term tax efficiency.
- Specific recommendations designed to save at least £8,000 per year, evidenced clearly.
- Full alignment with your family objectives, business plans and exit goals.
Retainer Packages
Gold
For individuals or businesses beginning long-term planning. Ideal for owners considering a potential sale within 3–5 years.
Platinum
For clients who want active, ongoing guidance. Perfect for businesses in growth, owners preparing for a sale within 3–5 years, or families with complex affairs.
Platinum Plus
For businesses turning over £10m+ or clients who want a full strategic partnership with unlimited access.
Ready to Move Forward?
If you want your business and personal finances structured properly — with less tax, less stress, and more control — let’s talk.
Book a Call