Tax
Tax consultancy and planning in London
Forward-looking tax planning for companies, directors and property owners, built around your goals.
EXAMPLE LTD
Tax review – meeting summary
10 June 2026
| Area reviewed | Finding |
| Profit extraction | Directors take a mix of salary and dividends; no plan for the year ahead |
| Capital allowances | New equipment bought in May not yet claimed |
| VAT | Return deadlines met; one input tax error found and corrected |
| Pensions | No employer pension contributions for directors |
EXAMPLE LTD
Options considered
| Option | Benefit | Points to watch |
| Employer pension contributions for directors | Usually deductible for Corporation Tax; no National Insurance | Money is locked in until pension age |
| Plan salary and dividends for the year | Clear monthly income; fewer surprises at year end | Dividends can only be paid from available profits |
| Claim capital allowances on new equipment | Reduces taxable profits for this year | Keep invoices and asset records |
EXAMPLE LTD
Action plan
| Action | Who | By |
| Model salary, dividend and pension mix for 2026/27 | Chalmers & Partners | 30/06/2026 |
| Add new equipment to the fixed asset register | Example Ltd | 15/06/2026 |
| Review again after Q2 management accounts | Both | 31/10/2026 |
What is it
What is tax consultancy?
Tax consultancy is proactive advice that looks ahead rather than at last year’s figures. We review how your business and personal affairs are structured, model the tax effect of decisions before you make them and help you use the allowances and reliefs available to you.
Typical areas we cover
- Salary, dividend and pension planning for company directors
- Choosing between sole trader, partnership and limited company
- Property ownership, including personal and company structures
- Planning for a sale, succession or retirement
Who we help
Who benefits from tax consultancy
Planning adds most value when your income, assets or business are growing or about to change.
Growing businesses
Structures for expansion, new shareholders or a future sale.
Company directors
A tax-efficient mix of salary, dividends and pension contributions.
Property owners
How to hold, extract income from and pass on property.
Investors
Assess outcomes and plan significant transactions with confidence.
What’s included
What our tax consultancy includes
Review of your position
We look at your current structure, income and plans for the next few years.
Scenario modelling
We compare the tax cost of different options side by side.
Implementation support
We help put the agreed plan into practice with your other advisers.
Annual check-in
We revisit the plan as rates, rules and your circumstances change.
Risk assessment & compliance planning
We identify potential risks and areas of exposure, helping you plan ahead and maintain confidence in your decisions and arrangements.
Pricing & transparency
The cost of tax consultancy depends on your circumstances, the number of options to model and how much ongoing support you want. We agree the scope and confirm the fee in writing before we start.
Price list
Pricing & transparency
The cost of tax consultancy depends on your circumstances, the number of options to model and how much ongoing support you want. We agree the scope and confirm the fee in writing before we start.
Services
Related services
Written tax advice
Formal guidance on complex tax matters.
Corporation tax
Accurate calculation and filing of corporation tax.
Capital gains tax
Advice and preparation for capital gains tax.
VAT
VAT registration, preparation, and submission.
FAQ
Tax consultancy: frequently asked questions
Is tax planning legal?
Yes. Using the allowances and reliefs Parliament intended is entirely legitimate. We do not recommend artificial avoidance schemes.
How often should I review my tax position?
At least once a year, and whenever something significant changes, such as a new business, a property purchase or a planned sale.
Do you work with my solicitor or financial adviser?
Yes. Many planning decisions involve legal or investment issues, and we are happy to work alongside your other advisers.
Licenses & certificates
Request a consultation
Personalised financial guidance
Speak with our experts to discuss your accounting, tax, or corporate needs. Whether you are an individual, a startup, or an established business, we provide personalised guidance and reliable advice tailored to your circumstances