Mid-year tax & business review
Make tax decisions while there is still time to act.
A proactive review of your tax position, business performance and year-end options—before deadlines remove the choices available to you.
From £15 per month by Direct Debit.
We use current figures to identify practical actions, not simply report what has already happened.
Why review early?
Year-end accounts explain the past. A mid-year review can still change the outcome.
Waiting until the accounts are complete can mean that tax-saving opportunities, remuneration decisions and cash-flow actions are already out of reach. Reviewing the position earlier creates time to make informed decisions.
Reduce avoidable tax
Review available expenses, reliefs and timing opportunities before the accounting period closes.
Plan salary and dividends
Consider how director remuneration fits your projected profit, personal position and cash requirements.
Avoid cash-flow surprises
Estimate liabilities earlier so you can reserve funds and plan payments without last-minute pressure.
Check business performance
Compare current results with expectations and identify where margins, costs or cash conversion need attention.
Review pensions and investment
Discuss forward-looking options where they are relevant to your circumstances and wider financial objectives.
Create a practical action plan
Leave with priorities, responsibilities and deadlines rather than a meeting that produces no follow-through.
What is included?
A structured review of the areas that affect your tax and business decisions.
The review is designed to connect the numbers in your accounts with the decisions you need to make before year-end.
- Annual review meeting with a qualified accountant
- Detailed Business Review Report
- Tax-saving insights and financial analysis
- Salary and dividend structure review
- Review of expenses and available reliefs
- Forward-looking discussion of pensions and investments where relevant
How it works
A focused process from current numbers to clear next steps.
Prepare the figures
We gather the current accounting information required to assess the position properly.
Review the position
We examine profit, tax exposure, cash flow and the decisions still available before year-end.
Meet and explain
Your accountant talks through the findings in plain language and answers the practical questions.
Act on the plan
You receive clear recommendations so actions can be completed while they can still make a difference.
Who is it for?
Designed for business owners who want more than retrospective accounts.
Limited company directors
For directors who need clarity over profit, remuneration, tax reserves and the timing of decisions.
Small and medium-sized businesses
For businesses that want stronger control over performance, cash flow and the approach to year-end.
Growth-focused owners
For anyone who wants regular advice and forward planning rather than a once-a-year compliance conversation.
Do not wait until the year-end figures are final.
Book a review while there is still time to improve the tax position, prepare for liabilities and make better-informed business decisions.