How we run a tax engagement

Whether you book personal tax planning or a limited company review, the rhythm is deliberate: scope first, papers next, then advice you can act on before the relevant UK deadline.

Four stages between enquiry and written note

Designed for individuals and directors who already keep records — or are willing to gather them — and want counsel before filing or exchanging contracts.

  1. Scoping call (15–20 minutes). We confirm the tax year, the decision you face, and whether the matter sits inside our consultations or needs another specialist.
  2. Document intake. You receive a checklist tailored to personal, property, or company work. Meetings are booked only once the core papers arrive or a gap list is agreed.
  3. Consultation. Face-to-face in Purdywood or by video. We work through your questions, calculate illustrative figures where useful, and flag filing or payment dates.
  4. Written advice note. For planning and company reviews, you receive a concise note within five working days, plus one clarification email within a fortnight.

What we need from you

  • Honest disclosure of income sources and open HMRC matters
  • Prior year SA302 or CT600 where available
  • Clear authority if we are to speak with your bookkeeper
  • Realistic lead time before statutory deadlines

What we provide

  • Named adviser for the engagement
  • Fee confirmation before chargeable work
  • Advice grounded in UK tax rules as they stand
  • Referral out when a matter exceeds our remit

Choose the consultation that fits

Browse personal planning, filing support, company reviews, and HMRC letter guidance — then request a date that leaves room before your deadline.

View consultations Request a scoping call