Owner-managed businesses
Review company and director tax questions alongside the commercial decision that needs to be made.
Discuss your tax position with a Peterborough-based team that starts with the facts, explains the options and confirms the scope before giving advice for your circumstances.

Tax and accounting content is general information, not advice for your circumstances. Every engagement will identify the responsible legal entity and its professional or regulatory status. Statutory audit work is only undertaken by an appropriately registered audit firm.
Clear, scoped tax advice for Peterborough businesses and individuals facing decisions, transactions and filing obligations.
Tell us whether your question concerns a business or personal tax position, the relevant tax year or accounting period, and any approaching transaction or deadline. Bring the latest accounts or tax return and the documents behind the issue. We will confirm the advice scope and any specialist input needed before work begins.
These are some of the situations this service covers. Your proposal will reflect the work and support you actually need.
Review company and director tax questions alongside the commercial decision that needs to be made.
Understand the tax and reporting position around income, property, investments or a planned disposal.
Establish what must be filed, which records are missing and what can realistically be completed next.
We confirm the facts, tax areas, calculations, written advice and implementation support included before quoting.
We establish your current position, desired outcome and constraints.
You receive clear deliverables, responsibilities, assumptions and timescales.
Fees are agreed before work begins, with optional phases shown separately.
Tax outcomes depend on individual facts and current law. Any legal, valuation, investment or other specialist work is identified separately before engagement.
Review Corporation Tax, business structure, remuneration and transactions alongside the commercial purpose and available records.
Consider income, investments, property, disposals and Self Assessment obligations in the context of your circumstances.
Identify decisions that benefit from advice before a transaction, deadline or change takes place.
Clarify filing responsibilities, information requests and the practical steps needed to bring records up to date.
Establish the decision, transaction, tax period and deadline that the advice needs to address.
Request the accounts, returns, correspondence and transaction documents relevant to the agreed question.
Consider the applicable rules, calculations, options and any specialist input the matter requires.
Set out the conclusion, assumptions, actions, responsibilities and dates in a form you can use.
We scope support around business and personal tax matters including Corporation Tax, Self Assessment, property and investment gains, business decisions and filing obligations. The exact work depends on the facts and the responsible adviser confirmed in the engagement.
Where possible, yes. The available options and reporting consequences can change once a sale, transfer, extraction or restructuring has already happened.
Yes. With appropriate authority, we can agree which records and calculations are needed and keep responsibilities clear between everyone involved.
Tell us about your business, the problem you’re working through and any dates that matter. We’ll discuss the scope and the next step with you.