Advice offering
Tax Efficiency Review
A focused look at how salary, dividends, capital gains, and allowances interact this tax year, with timing notes for HMRC deadlines.
From £320 · Ninety-minute session plus a one-page briefing
Who it is for
Directors, landlords, and higher-rate taxpayers preparing for year-end
Result you can expect
Clear guidance on allowance use, dividend sequencing, and contribution timing before 5 April
Location & delivery
Legrosworth office or video
Included
- Review of current-year income sources
- Allowance and relief checklist
- Written briefing for your accountant
Not included
- Filing of tax returns
- Representation in HMRC enquiries
How the engagement runs
- Step 1. Send income summaries and draft figures
- Step 2. Meet to pressure-test the year-end position
- Step 3. Receive a briefing you can share with your accountant
Preparation
Latest management accounts or payslips and any draft capital gains calculations
Constraints & fees
Guidance reflects UK tax rules current at the date of the meeting
Fixed fee; multi-company groups quoted after discovery