More wealth less tax.

We enable property investors and medical professionals to maximise their wealth whilst being tax efficient. Can we help you?

OUR CLIENTS 01

Are you a property investor or a medical professional?

Are you frustrated or disgruntled with how much tax you’re paying? Let us help build your wealth in a tax efficient structure for you and your family. We will work with you as your strategic tax partner, whether you wish to build a property investment portfolio or your medical business.

GUIDES 02

Property investors and medical professionals guides.

Property investors: Download our guide to building a tax efficient property investment business. Medical professionals: Download our business and tax guide to growing your practice.

Download Property Tax Guide
Download Medical Business Advice Guide

WE PRIDE OURSELVES ON GIVING VALUE FOR MONEY.03

Our Services.

Accounts and tax returns.

Two qualified staff members complete our 100 point checklist on your tax returns. This provides peace of mind that they are accurate and you take advantage of all tax reductions pertinent to your situation.

Learn more

Tax Consultations.

Our tax advisors will pro-actively research the tax issues and discuss the best solutions on your call by phone or by recorded video conference. We’ll also provide you with detailed written notes.

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Tax agent.

Nervous of dealing with HMRC? No problem, tax agent means the taxman talks directly with us, leaving you alone to run your business.

Learn more

START YOUR JOURNEY TODAY. 04

Arrange a free consultation call today.

If you wanted to speak with us before you request a proposal then please book some time with us using our appointment booker. You will receive an email notification to let you know that your booking has been secured.

AVAILABILITY 05

Here for you.

Are you frustrated because you are not able to get hold of your accountant/tax advisor?

Our clients love our service because we are available with very little notice and we are always available to provide clear, concise advice.

TRUSTED BY THE BEST. 06

Tax support.

PRICING07

Our Pricing & Service Structure.

Self Assessments.

£69.95 inc VAT/mo

What's included?

SELF ASSESSMENT
ONLY

  • Unlimited 30 minute tax consultations
  • Self assessment submission - 100 point quality assured check list
  • Section 24 & tax planning annual reviews
  • Two working day email turnaround

BONUS ITEMS - FREE TO YOU

  • Optimise Accountants App
  • Access to our monthly webinars
  • Access to our online community portal

LIMITED COMPANIES

£164.95 inc VAT/mo

What's included?

Limited company compliance work

  • Unlimited 30 minute tax consultations
  • Accounts & tax returns - 150 quality assured check list
  • Annual conformation statements
  • QuickBooks online book keeping software

BONUS ITEMS - FREE TO YOU

  • Optimise Accountants App
  • Access to our monthly webinars
  • Access to our online community portal

COMBINED SERVICES

£219.90 inc VAT/mo

What's included?

Self Assessment & Limited Company

  • Unlimited 30 minute tax consultations
  • Self assessment & limited company accounts
  • Tax planning combining the self assessment and limited company accounts
  • Limited company price discounted

BONUS ITEMS - FREE TO YOU

  • Optimise Accountants App
  • Access to our monthly webinars
  • Access to our online community portal

FREQUENTLY ASKED QUESTIONS 08

What burning tax questions do we solve?

We anticipate you will have many tax questions that need answering. Our monthly retained service allows you to book unlimited tax calls with us to answer your questions.

How does IR35 affect my work and is there a way to mitigate it?

Get in contact to learn more.

How do I extract cash out of a limited company in the most tax efficient way?

Get in contact to learn more.

How do I mitigate Capital Gains Tax on a disposal of an asset?

Get in contact to learn more.

How does the NHS pay for my GP premises?

Get in contact to learn more.

How can I gift my assets to my children to avoid IHT?

Get in contact to learn more.

How do I transfer a property into a limited company?

Get in contact to learn more.

When does Stamp Duty Land tax apply to property developers and when doesn’t it?

Get in contact to learn more.

How does Section 24 (mortgage interest relief) affect my tax position?

Get in contact to learn more.

Insightful business and tax articles09

Optimise Knowledge Bank.

Read our articles to keep up to date with the latest legislation, which will help you save tax.

Get Access to the Knowledge Base
Are you challenging NHS on their rent reimbursement valuation?
Additional benefits of using a Limited Company

Book a call to see how we can help you.