Tax Planning and Advice
Tax Planning – Make Informed Decisions Before You Act
Tax planning starts with understanding your income, business and future plans. Reviewing your position early gives you time to consider the options before a deadline or transaction limits your choices.
Merranti Accounting helps business owners and individuals review their tax position, understand available reliefs and plan ahead with practical advice.
A Review Built Around Your Circumstances
Your review can consider:
- Business profits and expected tax liabilities
- Salary, dividends and other income
- Available allowances and reliefs
- Property or investment disposals
- Upcoming business and personal changes
We agree the scope of the advice and the information needed before starting.
Business Tax and Year-End Planning
Current financial information helps you estimate future tax bills and plan the cash needed to pay them. Merranti can review your position before the year end and discuss relevant planning points alongside your business goals.
Salary and Dividend Planning
For company directors, the mix of salary and dividends needs to reflect both personal circumstances and the company’s finances. Dividend tax depends on your wider income, and dividends must be supported by available company profits.
Personal Income, Pensions and Allowances
Different sources of income can affect your tax position. We can review how allowances, pension contributions and qualifying charitable donations may apply, taking account of the relevant limits and conditions. Any recommendation about a pension or investment product should come from an appropriately authorised financial adviser.
Capital Gains and Significant Transactions
Selling an asset, gifting shares or changing ownership can have tax consequences. Speak to us before the transaction so we can consider the timing, available reliefs and reporting requirements in your circumstances.
Clear Advice and Agreed Next Steps
We explain the relevant options and agree the work needed. More complex tax planning can be scoped as a separate advisory project, with a quotation provided before it begins.
Tax Planning Support
Connect your tax position with the decisions you are making next.
- Personal and business tax reviews
- Director salary and dividend planning
- Allowances and reliefs reviewed
- Advice before significant transactions
Tell us what is changing and what you want to achieve. We can explain how a tax review could help.
Discuss tax planningAgreed Fees
We set out the work and fee before starting. Specialist tax planning projects are quoted separately where they fall outside your ongoing accounting service.
Dedicated Accountant
Work with someone who understands your wider circumstances, so tax discussions have the context of your business and personal plans.
Plan Ahead
Talk to us while your plans are taking shape. Earlier discussions give you more time to gather information and consider the practical steps involved.
Business Advice
Tax is one part of a decision. We consider cash flow and commercial priorities alongside the tax position, with any additional advisory work agreed with you.
“I have had an excellent experience working with Jason. I am so thankful for his financial advice, especially as I was struggling to decide between self-employment and a permanent role. Jason was patient, kind, and incredibly thorough in guiding me through my options. His clear advice made a complicated decision much easier. I highly recommend Jason to anyone looking for professional and thoughtful financial guidance.”
Learn more about Merranti on Merranti Insights
About our tax planning service
Plan ahead with a clearer view of your tax.
Tell us about your income, your business and the decisions you are considering. We can explain the next steps and agree a tax review or advisory project around your needs.
Let’s talk and see how we can help you.
Talk about tax planning
