Tax Health Check
Understanding and Managing Your Tax.
Personal Tax Health Check
(from £650)
A full check‑up for your personal finances.
We will review:
- UK tax residency and domicile position
- Your income sources and tax bands
- Capital gains exposure (shares, crypto, property)
- Rental income and property‑related tax reliefs
- Tax treatment of share schemes and equity incentives
- Pension contributions and annual allowance usage
- Dividend and savings tax efficiency
Your health report will include:
- Clear identification of risks and potential reporting issues
-
Early warning of any compliance issues
- Opportunities to reduce tax legally
- Practical recommendations you can act on
What is included:
- 1-hour video consultation
- Review of your personal tax profile
- Follow-up email with recommendations for your action plan
Business Tax Health Check
(from £950)
Tailored for small and growing UK-based businesses.
We will review:
- Company structure and UK tax obligations
- Director remuneration and PAYE compliance
- Loan accounts and benefit‑in‑kind risks
- VAT registration, schemes, and errors
- Overseas income or trading links
- Past filings for gaps or risk areas
What you get:
- Clear identification of risks and potential penalties
- Improved profitability through better tax planning
- Forward‑looking recommendations, not just historic checks
What is included:
- 1-hour video consultation
- In-depth review of your business records
- Follow-up email with recommendations for your action plan