ACCESS EXPERT TAX ADVICE WHEN YOU NEED IT

We’ve developed a new tax advice service to manage your specialist tax advisory needs or issues, no matter how complex.
  • Capital Investments
  • Director & Employee Incentives
  • Business Structure
  • Business Sale, Cessation & Shareholder Exit
  • VAT
  • Income Tax
  • Fundraising
  • Succession & Retirement Planning
  • HMRC, Tax Disputes & Investigations
  • Business Activities
  • Investments
  • Inheritance Tax
  • Trading Activities & Taxable Profits
  • Capital Disposals
  • International Tax
  • Pensions

WHAT TO EXPECT WHEN MAKING A TAX ENQUIRY

Here’s a step-by-step of what to expect when you reach out to us with a tax advice enquiry:

Step 1

Email us with an outline of the tax related plans or issues that you would like us to consider. We will confirm receipt within 1 working day.

Step 2

We will review your enquiry and complete a bespoke fact find in order to prepare a proposal. We may be in touch if we need any additional information in order to prepare the proposal. This will be within 2 working days of receiving your query.

Step 3

We'll review the information received and be in touch within 1 working day if there is any missing information, as we cannot produce a proposal without all the required information.

Step 4

Once we have received the full fact, we will liaise with the Tax Specialist in this area to identify the advice/planning needed and to get a quote. Within 5-10 working days (depending on the complexity of your enquiry), we will issue you a proposal via email.

Step 5

We will be available to answer any questions you might have on the proposal. Please share any questions via email. We are happy to arrange a call with the Tax Specialist to discuss any queries you have.

Step 6

If you would like to proceed, we will commence the engagement process within 2 working days of confirmation.

WE’RE ALWAYS ON HAND…

  • We’re here to manage the enquiry process from start to finish, ensuring you receive an excellent service and the tax advice and/or planning you need.
  • We’ll will prepare and send you a proposal for the tax advice and/or planning we suggest you take after liaising with our tax specialists.
  • We’re on hand to answer any questions you have along the way and will bring in tax specialists where needed.

DIFFERENT LEVELS OF TAX ADVICE COMPLEXITY

The types of queries and tax advice you may need will range in complexity but for most scenarios there are three levels of complexity:

01 - Complex

These enquires are usually for a commoditised area of Tax Advice e.g. certain VAT schemes or Company Share Option Plan.

Minimum 15 working days from enquiry to delivery.

02 - Very Complex

These enquiries include bespoke areas of Tax Advice where it's clear the immediate answer isn't obvious e.g. proper portfolio planning.

Minimum 18 working days from enquiry to delivery.

03 - Extremely Complex

These enquiries include highly bespoke areas of Tax Advice where the suggested planning crosses over multiple taxes or tax areas.

Minimum 20 working days from enquiry to delivery.

Each level varies when it comes to the fact finding, diagnosis and recommendation of appropriate tax planning to address a client problem/scenario.

Upon receipt of your enquiry we’ll review the information and assign the complexity, giving you an idea of the timescales in play and the next steps.

TAX SPECIALISTS

Our tax advice service is supported by experts across all tax specialisms:

small business bookkeeping

VAT

UK partnership accounting

Corporate Tax

UK Tax Accountants

International Tax

company secretarial services

Individual Tax​

payroll and CIS accountant

R&D Tax

NEED HELP WITH A TAX ISSUE?

If you’ve been sitting on a tax issue or a complex situation for some time, we can help you access the expert advice you need.

Drop us a line and let’s get you and your business the tax advice you need.

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