These notes refer to real engagement types we offer — personal planning, filing support, company reviews, and HMRC correspondence — with the constraints and outcomes that mattered to each client.
Personal Tax Planning Consultation
Cedarside walked through my three buy-to-lets line by line. The written note flagged Marriage Allowance and a capital allowance I had missed on a kitchen refit. I still wish we had started a month earlier before the 31 January crunch, but the advice itself was precise.
Landlord, Surrey
Limited Company Tax Review
We needed clarity on drawing dividends after a strong autumn quarter. The memorandum set out salary, pension, and Corporation Tax in plain English — no jargon parade.
Director, lighting design studio
Self Assessment Filing Support
I used to dread January. They checked my invoices against bank statements, caught a duplicated expense, and filed with a day to spare.
Freelance illustrator
HMRC Correspondence Guidance
An underpayment letter arrived after I took a small pension lump sum. Cedarside drafted a calm reply and explained the Interest calculation so I could pay the right figure.
Retired teacher
Limited Company Tax Review
A two-director consultancy approached us six weeks before their accounting year-end. Draft management accounts showed higher-than-expected profits after a single large client engagement. We modelled a modest salary increase, a company pension contribution within annual allowance limits, and brought forward planned equipment purchases that qualified for the Annual Investment Allowance. The directors received a two-page memorandum and a call to walk through cash-flow timing. Corporation Tax was settled on the revised estimate without last-minute surprises.
Owner-managed limited company
Personal Tax Planning Consultation
A client inherited a flat that had been let for four years and planned a sale. We reconstructed the probate valuation, listed allowable improvement costs from invoices, and explained how Private Residence Relief did not apply to the letting period. The consultation produced a Capital Gains estimate range and a checklist for the conveyancer. The client postponed the sale by one month to gather missing improvement receipts — a delay they later said was worthwhile.
Individual client, Greater London
Share your situation and we will confirm whether it fits our consultations.
Start with a scoping note