Compliance
& Planning
TURNING SUCCESS INTO LASTING SECURITY
Compliance & Planning is our most complete package. We look after all the usual accounts and tax work you need to keep your business running smoothly. Alongside this, we build a plan that shows how your business can better fund your lifestyle. Now and into retirement.
We call this Financial Freedom Planning.
First we’ll get clarity on how much you need to step back from your business or stop working completely. Then we’ll build a roadmap to get you there.
Regular reviews will build consistency into your business and personal finances, so that you can stay on track, whatever happens next.
Who’s is this package for?
Compliance & Planning suits you if:
you run an established, profitable limited company;
you’re unsure about the right mix of salary, dividends and pension;
you’ve had strong years and wondered where the money went;
you take a good income but don’t know when you can step back from your business;
you want your accountant involved in the bigger picture as well as at year end.
What’s included?
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Strong foundations
Compliance + Planning includes everything in Compliance Plus. The business is compliant, the numbers are understood, and decisions are being reviewed regularly through budgets and quarterly meetings.
This means profitability, tax and cash control are already part of the conversation. Compliance + Planning builds on that position of strength and widens the lens to include you personally.
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Joining the dots between business and life
We look at how your business generates income, how money is taken out, and how that supports your lifestyle now and in the future.
We’ll look at pensions, savings, investments and any other personal assets alongside the business, rather than in isolation. This gives you a clear understanding of where your wealth is being built and where it could be structured more deliberately.
Decisions about drawings, pension contributions and reinvestment are made with a clear purpose, rather than on instinct or habit.
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Turns long-term goals into something concrete and achievable.
We work with you to define what retirement actually looks like for you. Whether that’s stepping back gradually, reducing hours or planning a clean exit at a certain point.
From there, we use your real figures to map out how that future could be funded.
The roadmap shows how close you are already, what gaps exist and what changes in your business or personal finances could help close them. It’s practical, tailored and grounded in reality, so it feels achievable rather than abstract.
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Keeping the plan moving in the right direction.
In these reviews, we compare what you planned to achieve with what’s actually happening, both in the business and in your personal position. This includes progress towards retirement goals, levels of wealth being built and how current decisions are shaping the long-term picture.
As profits change, personal circumstances shift or priorities evolve, the plan is adjusted so it continues to reflect real life rather than becoming outdated.
These reviews happen annually, or sooner if your circumstances change.
What Financial Freedom Planning gives you
With Financial Freedom Planning, you’ll have:
your financial freedom number and how soon you could reach it;
a clear view of what you’ve built across your business, pensions and savings;
a tax-efficient way to take money from your company;
practical next steps in plain English;
a yearly review to keep you on track.
Find out more about Financial Freedom Planning.
OUR OTHER PACKAGES
More ways we can support you
Whether you're just starting out, growing year on year, or planning for what's next, we have a package built for it.
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The essentials of running a limited company, handled actively and on time, every time.
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Adds annual budgeting and quarterly meetings, so you're using your numbers to make decisions through the year.
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