Advisory Services

If you’re a business owner looking to move your business forwards then we can help. We’ve offer a range of advisory services that will help you shape the future direction of your company.

We want to be your complete and trusted advisor so we can always give you timely, relevant and strategic advice based on our deep understanding of your business and your objectives.  Our advisory services include attending board meetings, tax planning, business planning and exit strategies. We can help you with management accounts and with your budgeting and forecasts. And we can act as your virtual FD.

Let us work with you to build your business. Give us a call on 0208 238 8730 to have a chat. We’d love to learn a little bit about your company, your ambitions for the future, and talk about how we can help you reach your business goals.

Corporate tax planning

All UK limited companies need to pay corporation tax on their annual profits. The good news is that the corporation tax rate will reduce to 19% from 1st April 2017 and 17% from 1st April 2020.

We’ll prepare your corporation tax return, send your corporation tax return to you for electronic signature and then file it electronically with HMRC. We’ll let you know how much you owe in good time so you can budget for the payment.

We can also advise you on the best ways to extract profits from your business and always take your short and long-term objectives and needs into account. And we’ll also work with you to see if you qualify for research and development (R&D) tax credits. This can further reduce your corporate tax liability.

Corporate tax planning can be daunting. Let us take the stress away. Give us a call on 0208 238 8730 for a chat about how we can help.

And check out our blog on how you can pay less corporation tax.

Business plans

If you don’t know where you’re going, how are you going to get there?!

We like our business clients to know where they are going. And there’s no better way than by creating and following a business plan. We also know that if you follow a written plan then you’re far more likely to be successful than those businesses without one.

Business plans can come in all shapes and sizes. We prefer a short and concise version – a plan on a page – that summarises:

  • Where you are now
  • Where you want to be
  • How you are going to get there

The result? A set of clear actions that are all ‘SMART’ and that will help you focus your activities for the year ahead.

We’ll work with you to build achievable business plans that will include the following:

  • Vision and your objectives (and how to achieve them)
  • Sales and marketing plan
  • Financial overview and forecast

We’ll also let you know which parts of your plan will be useful to different stakeholders: which parts you may want to share with investors, your suppliers or your team.

Start planning for your business now. Get in touch here or send us an email to have a chat about how we can help.

And read our guide about how planning is at the heart of every successful business.


Budgeting can be difficult and time consuming. And it’s often one of those tasks that you just keep putting off. But there are many benefits to be seen from proper budgeting. From understanding when’s the right time to recruit that new sales person or invest in the marketing campaign to the reassurance that comes from knowing your personal finances are in order. It’s always a good idea to be organised.

We can help you prepare your budgets for management purposes, as part of a business plan or for your personal lifestyle.

Get in touch now for a no obligation chat about how budgeting can help you and your business.

Cashflow forecast

Plan for your cash-flow needs by producing forecasts: and then compare actual results to the plan. Always a key management tool and often required by banks and other lenders for borrowing purposes. They allow you to stay firmly in the driving seat.

Drop us an email or give us a call on 0208 238 8730 to learn more about how cash flow forecasting can help you.

Profit and loss forecasts

Want to know what your results are likely to be in the year ahead or in 3 years time? Whilst no one knows for sure, you’ll have a better idea of where you’re heading if you produce forecasts! They help you to take the right actions now.

Capital gains tax planning

So much more than just using your annual exemptions! By really understanding your affairs, we will be able to ensure you are organised in the best way to make the most of the available reliefs and pay the least amount of tax.

Due diligence

The appetite for DD can depend on circumstances. Some buyers will want to have an extensive analysis completed and others won’t. It can vary and is often linked to the cost of the purchase. If you’re buying a business for £2m then to spend £20k on some DD makes sense. But if it’s a £100k purchase you probably want to spend much less than that.

if you’re looking to invest in another business there are some minimum things that you will want to think about for the average sale. Things like leases, employment contracts, and overall terms & and conditions with key customers. It’s also a good plan to check for any disputes or pending litigation.

That’s why we have due diligence programs that are tailored to meet your needs and make sure that nothing is overlooked.

Eyeing up a business? Get in touch now to have a chat about our approach to getting you the very best deal.

Exit routes

There are as many as 80-90,000 businesses on sale in the UK at any one time. That’s a lot of competition for vendors wanting to get the right price, and for buyers looking to acquire the perfect business.

It also raises many questions. What’s your business worth? What steps do I need to take to make my business as attractive as possible? And how much professional advice am I going to need? As Ran Carmon, an M&A professional said in one of our Ask the Expert videos, “People make the mistake of calling the expert when they’re not needed. And not calling on the expert when they are needed…”

That’s why we encourage you to consider your exit routes from an early stage.  help you think about why you’re in business and what your long term objectives are. Tax and financial services planning play a big part in this.

We can help you think about exit planning and how to:

  • Start with the end on mind
  • Optimise performance
  • Polish the business
  • Create the sale
  • Approach Due Diligence

We’ve been helping clients to sell their businesses for years (and sometimes for many, many millions)! We make sure you do it right: that you pay the right attention to tax and personal objectives and let us work with the relevant legal teams on your behalf.

If you’re thinking big about your business and want to have a chat about your exit routes and future plans just give us a call on 0208 238 8730.

And check out our our blog about what you need to think about if you’re selling your business

Management accounts

Your accounts are a really important part of running your business. You can choose to have accounts prepared at year end or produce quarterly, monthly, or interim accounts. The more regularly you produce your accounts, the more likely you’ll be to have a clearer picture about how your business is performing.

You’ll also get better warnings about any issues and challenges that may be on the horizon. And you can move quickly and with more confidence when your financial position presents opportunities…

We will produce your management accounts that will compare results with prior periods or against budget. We can also add even more useful information such as  key performance indicators, which focus on the major drivers of your business.

Send us an email or give us a call on 020 8238 8730 to have a chat about what type of accounts preparation might work best for your business.

Mergers and acquisitions

For over 20 years we have helped our clients make successful business acquisitions, taking into account valuations, business objectives, tax planning and exit routes.

VAT planning

VAT is the most complicated part of small business finance. And it pays to make sure you put your VAT responsibilities in the hands of an expert.

We use the services of our former colleague, Simon Levine, to make sure you are covered for a tax that is often most complex and least understood.

Send us an email or give us a call on 020 8238 8730 to discuss your VAT planning needs.