Strategic Tax Planning For Growing businesses
Strategic Tax Planning For Growing businesses
Beyond compliance. Get proactive tax planning and profit optimisation from someone who knows high-level strategy. Designed for SME’s and High Net Worth Individuals ready to minimise tax and maximise growth.
Delivered by
Simon Jacobs
CTA • ACA • ex-PwC
Tax Planning & Strategy
Quarterly and annual tax planning reviews designed to minimise your tax liability and maximise cash flow. We identify opportunities before they're missed, not after year-end panic.
What's Included:
- Quarterly tax planning reviews
- Year-end tax optimisation strategy
- Allowable expense identification
- Tax structuring and restructuring strategies
- Forward cash flow planning
- Direct access to CTA
Profit Extraction Strategy
For business owners, getting money out efficiently is crucial. We structure your business finances to extract profit tax-efficiently while maintaining compliance and growth.
What's Included:
- Extraction strategy planning
- Dividend optimisation
- Salary vs dividend analysis
- Growth strategy alignment
- Succession planning consultation
Why Work With Simon?
Big Four Experience Applied to Real Businesses
Proactive Planning, Not Reactive Filing
Direct Access
Strategic Adviser, Not Just Tax Filer
Who This Is For
SME Owners
Growing businesses looking to optimise profit and plan for growth. Including, and not limited to:
- Trades
- E-commerce
- Digital Marketing Agencies
- Tech
- Crypto
- Landlords
- Manufacturers
- Healthcare
- Financial Professionals
High Net Worth Individuals
Successful entrepreneurs and professionals managing complex tax situations and wealth optimisation. Including, and not limited to:
- Directors
- Consultants
- Investors
- Portfolio Managers
From
£150/month
Based on complexity and scope of tax planning required
Can be added to any of our service packages or standalone
Want to learn more about Simon's background and experience?
Meet Simon on our About page →
Ready to Optimise your Tax?
Get strategic tax planning from a CTA who understands your business.