Chalmers and Partners

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 reviewedFinding
Profit extractionDirectors take a mix of salary and dividends; no plan for the year ahead
Capital allowancesNew equipment bought in May not yet claimed
VATReturn deadlines met; one input tax error found and corrected
PensionsNo employer pension contributions for directors
Review summaryExample only – fictional details. Not for filing.

EXAMPLE LTD

Options considered

OptionBenefitPoints to watch
Employer pension contributions for directorsUsually deductible for Corporation Tax; no National InsuranceMoney is locked in until pension age
Plan salary and dividends for the yearClear monthly income; fewer surprises at year endDividends can only be paid from available profits
Claim capital allowances on new equipmentReduces taxable profits for this yearKeep invoices and asset records
OptionsExample only – fictional details. Not for filing.

EXAMPLE LTD

Action plan

ActionWhoBy
Model salary, dividend and pension mix for 2026/27Chalmers & Partners30/06/2026
Add new equipment to the fixed asset registerExample Ltd15/06/2026
Review again after Q2 management accountsBoth31/10/2026
Action planExample only – fictional details. Not for filing.
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.

Advisers discussing charts on a laptop

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

cnp partners4
cnp partners5
cnp partners6
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