Business tax advisory and tax efficiency reviews
We provide tax advisory and tax efficiency reviews for business owners. The starting point is your circumstances, objectives and existing tax position. We assess the relevant options, information requirements and implications before recommending an action.
A review can identify questions about available reliefs, allowances, business expenditure, remuneration or planned transactions, where relevant to the agreed scope. Eligibility and treatment depend on the facts and the rules applying at the time. A review does not guarantee a saving.
HMRC-related advice and support
We can discuss support with understanding HMRC correspondence, organising the information needed for a response and reviewing the tax issues raised. Tell us the type of matter and any stated deadline so the scope can be assessed promptly.
Where dealing with HMRC on your behalf is included, the appropriate authorisation must be in place. We are an independent advisory business, not HMRC, and do not imply HMRC approval or endorsement. For official information, see appointing someone to deal with HMRC on your behalf.
What a tax efficiency review can deliver
- A summary of the tax matters within the agreed scope.
- A list of information gaps and supporting evidence required.
- An assessment of relevant options, conditions and trade-offs.
- A distinction between potential permanent savings and timing benefits.
- An action plan covering responsibilities, deadlines and next steps.
Tax should be considered alongside cash flow, commercial purpose and implementation costs. An option that defers a payment is different from one that reduces the overall liability. Advice should make that distinction clear.
Tax considerations in growth, acquisitions and exits
Business changes can create tax questions that need attention before decisions are finalised. We can assess the required tax advisory scope alongside M&A advisory, business sale preparation or financial modelling.
Complex or specialist matters may require additional advisers. We agree responsibilities and any specialist input before work proceeds. Legal implementation, return preparation and filing are included only where expressly agreed.
How to start a tax advisory enquiry
Tell us whether you need a general efficiency review, help with an HMRC matter or advice connected to a business decision. You do not need to enter tax references, National Insurance numbers, Government Gateway details or confidential documents into the enquiry form.
Following the initial discussion, we agree the scope, information needed, fees and communication arrangements. We can coordinate with your existing accountant so that advice, implementation and compliance responsibilities remain clear.
Your questions, answered.
Are you part of HMRC?
No. We provide independent tax advisory services. HMRC is the tax authority, and no affiliation or endorsement is implied.
Can you deal with HMRC for me?
Where representation is included in the agreed engagement, the appropriate authorisation must be in place. The required support and scope are assessed first.
Will a tax efficiency review definitely save tax?
No. Outcomes depend on your circumstances, applicable rules and eligibility. A review may identify options, timing considerations or compliance issues rather than a saving.