​PLANNING & STRATEGY

 

Business Planning & Growth Strategy

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We work closely with you to shape the vision and roadmap for your business:

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• Development of detailed business plans tailored to funding, investor readiness, or operational scaling

• Identification of growth opportunities across revenue streams, markets, or operational efficiencies

• Setting and tracking financial milestones with measurable KPIs and performance targets

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Financial Health Check

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Gain a clear understanding of your financial standing through an in-depth diagnostic:

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• Comprehensive analysis of income, costs, profitability, liquidity, and debt ratios

• Identification of cost-saving opportunities and underperforming business areas

• Strategic recommendations for improving financial sustainability

 

Debt Management & Business Financing

 

Helping you secure the capital you need and manage obligations smartly:

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• Guidance on repayment strategies for business debt and restructuring options

• Advice on sourcing business loans, overdrafts, and credit lines

• Support preparing for lender meetings and finance applications

 

HMRC Negotiation & Time to Pay Arrangements

 

We act on your behalf in negotiations with HMRC for:

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• PAYE and VAT arrears

• Setting up Time to Pay (TTP) arrangements

• Supporting documentation, budgeting, and communication to improve outcomes and reduce stress

 

Tax-Efficient Business Structures

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Our tax advisory services ensure your business is structured efficiently and compliant at every stage of its lifecycle.

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We advise on the best setup for your business based on your growth plans:

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• Evaluation of sole trader, partnership, or limited company models

• Optimising for tax efficiency, liability protection, and scalability

 

Capital Gains Tax (CGT) Advice

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Avoid costly surprises when disposing of business assets or investments:

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• Assessment of CGT exposure and calculation of reliefs (e.g. Business Asset Disposal Relief)

• Structuring disposals and reinvestments to minimise tax liabilities

 

Inheritance & Estate Tax Planning

 

Planning for the future? We support:

• Succession planning and estate structuring

• Maximising Inheritance Tax (IHT) reliefs

• Ensuring smooth asset transfer and protection of family wealth