The problem
The numbers arrive after the decision.
The accounts may be correct, but they do not help when you are deciding what to take out, what to reserve, or what the business can afford next.
Your chartered tax adviser
and accountant in London.
Accounts and tax advice for UK business owners who are tired of finding out after year-end.
Your accounts can be correct and still arrive too late to help. We keep the numbers current, so you can decide before the money moves.
Before year-end
Advice has a shelf life.
Once the money moves, the useful options narrow.
By year-end, the useful options have narrowed.
Dividends have been paid, thresholds crossed, and cash committed. The tax return records those choices; it cannot go back and remake them.
The answer
Plan while you still have choices.
Keep the records current, review the decision before money moves, and understand the tax and cash consequence before you act.
How it works
The work starts before the tax return.
We keep the books current, review tax before year-end, plan how you take money out and check what the next move changes.
Keep the picture current
Know what the business has earned, what it owes and what it can afford before the next decision lands.
Make tax decisions early
Review the position before year-end, while timing, reliefs and the way a transaction is structured can still change.
Choose how money leaves
Compare salary, dividends, pension and retained profit against both company cash and your personal tax position.
Prepare for the next move
See what hiring, investing, moving country or selling the business changes before you commit.
For owners who want the answer before they act.
- You own and run a UK business, and the company's money affects your own.
- The filings get done, but the useful advice keeps arriving after year-end.
- You are deciding how to take profit, grow, move country, or prepare for a sale.
- You want one named adviser who can explain what changes before you act.
- You value clean records and straight answers more than the cheapest monthly package.
Before you take a dividend
know what changes.
The return is the final record. Useful advice happens earlier. We work across owner-managed UK businesses of every kind.
Tax planning
See the corporation tax, VAT and personal-tax consequence before you commit. The useful conversation happens during the year, while timing and structure can still change.
Owner pay and extraction
Know what can come out, what should stay in the company, and what must be reserved. Salary, dividends and pension are modelled against your actual numbers and plans.
Accounts and financial control
Bookkeeping, VAT, payroll and year-end remain accurate and current. You get numbers you can use before a dividend, investment, move abroad or possible sale.
Find out exactly where your business is leaking profit.
Answer a few quick questions and we'll send back your score across 7 areas, plus a 90-day plan to plug the leaks. No sales pitch.
- Your score across 7 profit areas
- A 90-day plan to plug the leaks
- No sales pitch
Take the Scorecardest. ~5 minutes
What clients say about working with us.
Agency founders, and business owners who came to Simon for the same reason: the tax was being filed, not planned.
“Simon helped me save thousands on my tax bill and prevented me from losing my Personal Allowance. He also gave me very good insights and advice into cryptocurrency, which will save me thousands of pounds in the future.”
“Simon helped me reclaim money I did not even realise I was entitled to, saved me a significant amount in tax through proper structuring, and ensured everything is compliant and future-proof.
What really separates him is how proactive and responsive he is. He advises, explains, and genuinely fights your corner with HMRC. You feel protected, informed, and strategically guided at all times.”
“Simon has always given the best he can for the customer. Understanding my situation has allowed him to advise and guide me in the right direction and be more tax efficient where possible.”
Plain-English advice from someone who has seen it before.
Chartered Tax Adviser, Chartered Accountant, and PwC trained. We work year-round with owner-managed UK businesses on tax, profit extraction, cross-border questions, and building something that is genuinely worth selling.
More about usFind out what your next decision changes.
Book a 15-minute discovery call. Tell us what is moving - profit, money, country, or a possible sale - and we will tell you plainly whether we can help.
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