Strategic tax planning and advice. Optimize liabilities with ACG’s experts.
Expert Tax Planning & Preparation Services in the UK
Calculating personal and corporate tax liabilities for optimised planning
Navigating the UK tax landscape can be complex and overwhelming. Between HMRC regulations, shifting tax bands, and international compliance issues, it’s no wonder individuals and businesses alike seek expert guidance. That’s where Audit Consulting Group comes in. As leaders in tax planning and management, we provide comprehensive, strategic, and proactive tax planning services designed for everyone from sole traders to multinational corporations.
Our focus is to deliver customised, efficient, and legally sound solutions in personal tax planning, business tax planning, and strategic tax planning. Whether you’re searching for “tax planning near me”, require international tax planning, or need ongoing tax and financial planning, our experienced advisors will guide you every step of the way.
Why Strategic Tax Planning Matters
Effective taxation planning is about more than simply filing your return on time. Strategic tax planning means forecasting, structuring, and optimising your tax affairs to:
- Minimise tax liabilities legally
- Maximise available reliefs and allowances
- Improve cash flow and investment power
- Ensure full compliance with HMRC
- Guide tax and financial planning decisions such as pensions, property, inheritance, and dividends
Without proper tax planning and strategies, you could miss out on thousands of pounds in reliefs or expose yourself to penalties.
Our Comprehensive Tax Planning Services
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Personal Tax Planning Services
Personal Tax Planning ServicesWe tailor our personal tax planning to fit your income sources and lifestyle. Whether you’re employed, self-employed, managing rental income, or facing multi-jurisdictional tax issues, we help you navigate:
- Income tax planning strategies
- Tax-efficient pension contributions
- ISAs and capital gains planning
- Gift Aid and charitable contributions
- Marriage allowance and personal savings allowance
- Tax reliefs for landlords and high-net-worth individuals
We ensure your income tax and tax planning needs are fully addressed.
- Business Tax Planning Services
For entrepreneurs, sole traders, partnerships, and SMEs, we offer proactive business tax planning. Our team ensures you’re not overpaying and helps you plan for long-term success with:
- Dividend vs salary structuring
- Annual Investment Allowance optimisation
- Capital allowances
- R&D tax relief claims
- VAT registration and planning
- Corporation tax reduction strategies
This is tax planning and advice that aligns your tax obligations with business growth.
- Corporate Tax Planning & International Tax Strategy
Larger businesses and international entities rely on us for tax planning international compliance and structuring. Services include:
- Group relief and loss utilisation
- Transfer pricing compliance
- Double taxation relief
- Corporate interest deduction planning
- Cross-border investment optimisation
As a leader in comprehensive tax planning, we bring clarity to international obligations and help you make tax-smart decisions.
- Estate and Wealth Tax Planning
We help individuals and families secure their legacy through effective tax planning and management strategies:
- Inheritance Tax (IHT) planning
- Use of trusts and family wealth structures
- Lifetime gifts and tax mitigation
- QROPS pensions and offshore strategies
This is financial tax planning that secures generational wealth.
- Tax Preparation Services
Our support goes beyond advice to include accurate and timely filing of all types of tax returns:
- Self-Assessment (SA100)
- Corporation Tax (CT600)
- Partnership Tax Returns (SA800)
- Capital Gains reports (SA108)
- Non-resident and non-domicile filings
Whether you’re looking for tax advice planning or full service tax preparation, we offer both online and in-person support to fit your needs.
Our Four-Step Strategic Tax Planning Process
Step 1: Tax Discovery & Review
We analyse your income, expenses, assets, and liabilities to understand where you’re currently positioned and what opportunities exist.
Step 2: Bespoke Strategy Design
Based on your profile, we create a custom plan covering:
- Income tax planning
- Dividend optimisation
- Inheritance tax reliefs
- Investment and pension strategy
- International tax exposure management
Step 3: Implementation & Reporting
We put your plan into action with full transparency and support. This includes liaising with HMRC, preparing documentation, and structuring transactions.
Step 4: Ongoing Review & Updates
As legislation and your situation change, we provide regular updates and annual reviews to refine your tax strategy.
Real Life Case Studies
Case 1: Pension Tax Savings for Senior Executive
A 55-year-old executive was approaching the pension annual allowance limit and facing 45% marginal tax. Through carry-forward rules and income tax planning, we reduced their effective tax rate to 20%, saving over £30,000 in one year.
Case 2: R&D Tax Relief for SME
An engineering firm had never claimed R&D credits. Our team identified qualifying expenses, and a claim was filed successfully. Result: £120,000 cash refund and a boost to staff training.
Case 3: International Tax Planning for UK-UAE Resident
A dual-resident client received UK and UAE income. Using tax planning international methods, we implemented a remittance strategy to avoid double taxation, saving over £70,000.
Case 4: IHT Planning for Property Portfolio Owner
We advised a property investor to use trusts and lifetime gifts to reduce their Inheritance Tax liability. Result: £750,000 tax saving and a protected estate worth £1.2m for future generations.
Who We Work With
Our tax planning services are trusted by:
- Individuals & HNWIs
- Freelancers & contractors
- SMEs & Ltd companies
- International professionals
- Family offices & trusts
- Corporate entities with cross-border activity
Why Choose Audit Consulting Group?
- Decades of experience in UK and global tax planning and advice
- Transparent, fixed-fee pricing
- Deep HMRC compliance expertise
- Cloud-based collaboration tools
- Dedicated advisors for every client
- Flexible service: online, onsite, or hybrid
Whether you’re planning retirement, reinvesting profits, or managing an estate, our tax advice and planning services give you clarity, confidence, and control.
Frequently Asked Questions (FAQ)
Do I need more than tax preparation?
Yes. Tax preparation fulfils compliance. Tax planning reduces your liability. Combining both means maximising your savings.
Can you help with both personal and business tax?
Absolutely. We provide personal tax planning, business tax planning, and corporate strategy.
Do you offer tax planning internationally?
Yes. Our team handles tax planning international for dual residents, expats, and cross-border companies.
How much do your services cost?
Personal plans start at £550, while full business strategies begin at £2,250. All fees are quoted up front.
Can I manage this remotely?
Yes. We support fully remote clients through secure portals, e-signatures, and digital tools.
Tech & Software Integrations
We integrate with your preferred platforms for smoother planning:
- Xero, QuickBooks, Sage, FreeAgent
- Investment platforms and pensions
- Legal and trust custodians
- Banking integrations for tax reconciliation
Client Testimonials
“Audit Consulting Group saved me £25,000 in one tax year alone. Their strategic insights made all the difference.”
– Emma R., Business Owner
“They made complex international tax rules feel easy to understand. A real asset to our group.”
– Tom S., Director, Tech Consultancy
“Brilliant team. From inheritance tax to my self-assessment, everything was clear and well-managed.”
– Rachel P., Property Investor
Take Control of Your Tax Position
Whether you’re navigating the complexities of income tax and tax planning, optimising business tax planning, or structuring a cross-border estate, Audit Consulting Group is here to help. Let us deliver tailored, strategic, and reliable tax planning services that protect and grow your wealth.
Book your free consultation today and discover how our expertise in tax planning and tax management can give you the confidence and savings you deserve.
