Year-end tax planning
Pension contributions, capital spending and dividends you need to sort before your year-end. Read the guide.
Read the tax planning guide
Free initial consultation
Start with a short accounting call.
A working call about your trading structure, year-end, software and what you would like done differently.
You come away knowing where you stand. A fixed quote in writing arrives shortly after. From there, the next step is yours.
Prefer to write? Use the form below.
Get in touch
A short note about where your business is up to is enough. It just means the call starts from your actual position rather than the basics.
Request Received
Thank you. We have your details. A confirmation email will follow shortly and a Chartered Management Accountant will be in touch to set up the call.
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What we cover on the call
We ask the questions that matter so we can work out what you need. You come away with a clearer picture of where things stand, whether or not you decide to go ahead. The questions we usually cover:
- Trading structure and year-end. Limited company, sole trader, partnership, or mid-incorporation. We check where your year-end falls and what can still be done before it.
- Profit level and how you pay yourself. Where your taxable profit falls relative to the £50k and £250k corporation tax thresholds, and how you currently take money out of the company.
- VAT and MTD position. Your VAT scheme, whether you're approaching the registration threshold, and whether Making Tax Digital for Income Tax applies now or in a later phase.
- What applies to your industry. For trades: CIS and Reverse Charge VAT. For landlords: Section 24 and the 60-day CGT window. For contractors: IR35. For e-commerce: marketplace fees and how your payouts are recorded.
- Cloud accounting setup. What you run today (Xero, FreeAgent, QuickBooks, spreadsheets), how the bookkeeping is currently kept, and what would change if we took it on.
- What made you start looking. A missed deadline, an unexpected tax bill, figures that are out of date, slow replies, or simply needing more from the accountant.
After the call you receive a written proposal: what we would handle, what the fee would be, and anything we think you should do before your next deadline. You decide from there.
What happens during the handover
If you are already with an accountant and decide to switch to us following your consultation, we manage the whole handover from the Professional Clearance letter to your first month with us. We write to your outgoing firm, register as your HMRC agent via 64-8, and move the accounting software over to us without losing any data.
You do not need to contact your current firm yourself. Turnaround depends on your outgoing accountant's response and HMRC processing, and we cannot control how fast they respond, so we will give you a realistic expectation during the consultation rather than a pre-set timeline.
See the handover stepsFrequently asked questions
Is the initial consultation free?
Yes. The initial consultation is free. We talk about your business, when your year-end falls, and what you are looking for from an accountant. The proposal is based on what you told us.
What do I need to prepare for the meeting?
You do not need to prepare formal reports or spreadsheets. Just know roughly what you earn, how your business is set up, and why you are looking now.
Can we discuss Making Tax Digital for Income Tax?
Yes. If your gross self-employed or property income is over £50,000, MTD for Income Tax applies from 6 April 2026. If you are below that but over £30,000 or £20,000, later phases may apply. Read our MTD for ITSA guide for the full breakdown.
What happens after the call?
You receive a written proposal by email after the call: what we would handle, the fee, the band, and any time-sensitive issues we flagged on the call. If you want to proceed, you reply. If not, take as long as you need.
Will my current accountant be contacted?
No. We do not contact your current accountant until you say so. The Professional Clearance letter, HMRC 64-8 and software transfer all happen after you decide to go ahead. Full handover detail on the switch accountant page.
How are fees set?
Fixed fee, confirmed before you start, based on the band that fits your business, not billed by the hour. You pay the agreed fee and that covers everything in your band. Calls, ad-hoc questions and ongoing planning are not charged separately. Full bands and what each one covers on the how our fees work page.
Want to read more first?
These are the three topics that come up most on initial consultations. If one applies to your situation, reading it first means we spend less of the call on basics and more on what to do about it.
Property tax
Section 24 has changed how much tax landlords pay on personally held property. We cover interest relief restrictions, whether a limited company structure makes sense for your circumstances, 60-day CGT reporting on disposals, and SDLT on additional dwellings, based on your actual properties.
Read the property tax guideMTD for Income Tax
If your gross self-employed or rental income is over £50,000, MTD for ITSA already applies. We check what you are using now, find the gaps, and work out what needs to happen before the first quarterly update.
Read the MTD guide