Tax Diagnostic Review
Until recently, there has been no universal system for, reviewing your overall affairs and motives, and applying tax legislation to your situation, to see where you may benefit from advice retrospectively, presently and in the future.
That’s why we’ve invested in market leading technology to enable us to deliver a tax diagnostic review service that is not widely available to business owners.
32 ways to get more value
In our ‘Extracting Value’ tax diagnostic review we will identify all the: tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable to your business. The review covers up to 32 tax efficient ways to take the maximum value out of your business. These are things that relate to you, your family, your life, your business. Let’s make sure you’re doing them as tax efficiently as possible!
What’s included
As part of the tax diagnostic review we will:
Complete a full analysis
We'll start by completing a full analysis to identify all the tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable to your business.
Produce a detailed report
We'll then produce a report outlining all the tax advice needs, tax saving opportunities, allowances, incentives and reliefs, applicable specifically to your business.
Produce an action plan
Finally, we'll produce an action plan outlining the priority areas to focus on, including estimated tax savings and quotes for the delivery of recommended tax advice.
What to expect
If you’re ready to go ahead with your tax diagnostic review, here’s what to expect:
STEP 1
Discovery Stagetime
We’ll gather all the key information we need about you and your business, in order to complete step two of our Tax Diagnostic Review.
STEP 2
Tax Diagnostic Review
We’ll run a Tax Diagnostic Review on you and your business, and analyse the findings, ready to share the results with you via the 45-minute ‘Impact Meeting’.
STEP 3
Impact Meeting
We’ll take you through the Tax Diagnostic results. We will explore three priority areas, explaining why it is relevant, the benefits and the tax savings.
The results
At the end of your Tax Diagnostic Review, tax advice will be identified to improve your tax position, to make a future saving, or to get cash back into your business. Where tax advice is identified, we will provide calculated tax savings, a proposal of work and a quote for the delivery. All tax advice will be quoted for separate from the tax diagnostic review fee.
Fees
The ‘Extracting Value’ Tax Diagnostic Review is priced between £150 and £500. It is suitable for small stable businesses that are keen to explore the different ways to tax efficiently put things through the business, or take value out of the business to benefit yourself as a business owner.
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32 Ways To Save Tax and Extract Maximum Value From Your Business
Ever wonder what you can take out of your business or how you can save more tax? This guide explores 32 ways of ensuring that you’re maximising every opportunity you could be to improve your life, your families and your employees.
