Request a tax strategy review

Start with a structured review of your current position, then decide whether to proceed with implementation. Every engagement begins here.

Not sure this is the right review? Learn more about what's covered

Left unexamined, an extraction structure overpays quietly — every year it isn’t looked at.

What you walk away with

  • Whether your current salary/dividend/pension mix is still the right one for this year’s rates
  • What a better-structured extraction would look like, in figures, on your own numbers
  • A written recommendation you can act on — with us, with your own accountant, or not at all

Sometimes the review concludes you shouldn’t proceed — that you’re already well-positioned, or that the work would cost more than it returns. We’ll tell you so plainly. The review isn’t a route into implementation you don’t need; it’s the calculation that tells you whether the work is worth doing at all.

Sometimes the honest answer is that your structure is already about right for where you are.

The Tax Planning Review

From initial review through to restructuring and ongoing annual support.

The review is a standalone deliverable — a written report with specific recommendations you can act on yourself. Or it becomes the first step of the journey below.

Review Fixed fee

Tax Planning Review

Analysis of current structure, extraction, and planning opportunities

£1,000 – £2,250

  • Initial consultation (60 minutes)
  • Review of current company structure and extraction approach
  • Salary and dividend optimisation analysis for current year
  • Pension contribution assessment
  • Written report with specific recommendations
Implementation Indicative

Strategy Implementation

Restructuring, extraction changes, and planning execution

£2,500 – £7,500 indicative

The review ends with a fixed quote for exactly this work — so before you commit to implementation, this range becomes a single number.

Typical components: holding company project · share class restructure · HMRC clearance · pension and family employment structuring · multi-year extraction roadmap

We stay in our lane.Company Articles for any share class restructure are drafted by a solicitor — you can appoint your own or use one of ours. We instruct, review and integrate the tax position.

Ongoing Indicative

Ongoing Advisory

Stay efficiently structured year to year — at each review we bring you the changes (rates, thresholds, Budget measures) that affect your position, and adjust your extraction to match.

£1,500 – £2,760/year indicative

Typical components: spring planning meeting · post-Budget briefing · annual extraction review · pension contribution check · year-end check-in · two ad-hoc strategy calls

All fees are exclusive of VAT at the standard rate (20%). The review fee is confirmed at engagement. Implementation and ongoing fees are indicative and confirmed in writing after the review is complete. There is no obligation to proceed beyond the review.

For fees of £1,000 or above, the agreed fee is split into equal instalments invoiced at intervals throughout the engagement rather than as a single up-front payment. Your engagement letter confirms the exact schedule.

Quick phone questions are free at every stage — prospect, current client, or past client. See our Talking to us rule for what's included and what becomes a separate engagement.

Fee ranges last reviewed 5 April 2026. See how our fee ranges have changed.

What happens next

  1. Submit the form below so we can understand your situation and prepare a fee proposal
  2. We review your submission and confirm a fixed fee in writing — usually within one working day
  3. You decide whether to proceed — no obligation, and no advice is given until you have agreed our engagement letter

Prefer to talk? Call us on 01604 800282

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