​PLANNING & STRATEGY

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Transforming Ambition into Action

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 We understand that successful businesses don’t happen by accident

 

They are built on clarity foresight and a solid plan

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Our Planning & Strategy services go beyond standard accounting

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Whether you’re a startup looking to secure funding, an established business aiming to scale,

or a company owner preparing for succession, we’ll help you plot the course — and walk it with you.

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Why Planning & Strategy Matters

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In an increasingly fast-moving business environment, a clear strategy is more than a luxury —

it’s a competitive advantage.

 

Our support helps you:

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• Stay financially fit with detailed health checks and performance metrics

• Grow with confidence by unlocking funding, identifying opportunities, and reducing waste

• Avoid pitfalls around tax exposure, debt mismanagement, or poor structuring

• Plan for the long-term, including estate and exit planning

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We help you ask the right questions — and then support you in answering them with clarity, structure, and expertise.

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Business Planning & Growth Strategy

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We work closely with you to define your goals and map the clearest route to achieving them.

Whether you’re seeking funding, scaling operations, or entering new markets, we tailor business plans

and KPIs that are practical, measurable, and investor-ready.

 

Including 

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• Bespoke business plans for funding or expansion

• Growth opportunity analysis (products, markets, efficiencies)

• Financial milestone setting and performance tracking

 

 Financial Health Check

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Think of this as your business’s annual check-up.

We dive deep into your numbers to assess overall health, spot red flags, and find ways to optimise.

Includes:

• Profitability, cost, and cash flow analysis

• Performance benchmarking

• Strategic insights to improve financial sustainability

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Debt Management & Business Financing

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If you’re feeling pressure from business loans or need new funding to grow, we provide objective,

experienced advice on navigating both sides of the coin: reducing burdens and accessing capital.

 

Includes:

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• Debt restructuring strategies

• Guidance on loans, overdrafts, and alternative finance

• Support preparing for lender meetings and applications

 HMRC Negotiations & Time to Pay Arrangements

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Struggling with tax arrears or falling behind on PAYE/VAT?

We negotiate on your behalf with HMRC, taking the stress off your shoulders and improving the chances of a workable solution.

Includes:

• Setting up Time to Pay (TTP) arrangements

• Supporting documentation and cash flow plans

• Liaison and negotiation with HMRC to reduce penalties

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Tax-Efficient Business Structures

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From sole traders to limited companies and partnerships,

we help you choose or restructure the right model for growth, protection, and tax efficiency.

Includes:

• Tax-advantaged business structuring

• Advice on liability and scalability

• Ongoing compliance and lifecycle planning

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Capital Gains Tax (CGT) Advice

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Selling assets or exiting a business? We ensure you don’t pay more tax than necessary by planning ahead

for CGT exposure and available reliefs.

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Includes:

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• CGT exposure assessments

• Business Asset Disposal Relief (formerly Entrepreneurs’ Relief)

• Structuring disposals to minimise liabilities

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Inheritance & Estate Tax Planning

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Secure your legacy and protect what matters most.

We help business owners plan for succession and structure estates for future generations.

Includes:

• Succession and estate planning

• Maximising Inheritance Tax (IHT) reliefs

• Guidance on family wealth transfer