You may have outgrown your current provider, you could be with a larger firm but not receiving the personal service you expected or perhaps you are an experienced business start-up in need of quality advice to get you ahead.  Whatever your circumstances, if you’re looking for a trusted adviser, this 90 minute taster session will give you a preview of what we can offer. 

It is completely free of charge and without obligation on your part. 

What does it involve?

During your face to face meeting we will review your existing financial structures, identify potential areas that may not be working for you as efficiently as they could be and suggest ways in which these can be addressed.

For example:

  • Are your financial structures fit for purpose?
  • Are you getting the most commercial benefit from your business structure(s)?
  • Are you wasting the financial rewards of all your hard work?
As a successful business owner you don’t want us telling you how to run your business.  So our role is to help you create maximum growth and commercial success through astute tax planning strategies and building the correct business structures.  We help you to protect your wealth from potential pitfalls and keep it intact for future generations.   

What will we cover?

Typically we’ll discuss the following although the meeting will be geared specifically to your business and circumstances:

  • Is your business structure fit for purpose? 
  • Do you qualify for R&D or Capital Allowances on your building(s)? 
  • How to reward your key people 
  • Extracting cash from the business 
  • IHT planning

How to book

Please call us on 01242 252555 or email This email address is being protected from spambots. You need JavaScript enabled to view it. to arrange your Complimentary Taster Session, and allow 90 minutes for the meeting.