Home / Services
Tax Planning Services for UK Business Owners
With the right tax planning, you don’t just keep more of your profits, you know exactly what’s due and when. That foresight lets you manage cashflow, invest wisely, and grow without the fear of hidden shocks.
With certainty on your side, you will make confident and informed decisions about the future.
Make Smarter Business Moves With Strategic Tax Planning
When your business is growing fast, every decision counts, especially when it comes to tax. Tax planning isn’t just about saving money (although that is welcome); it’s about giving you the clarity and confidence to make bold, informed decisions.
Real-time clarity means tax solutions that keep pace with your growth
With forward-looking planning and up-to-date reporting, you’ll avoid the year-end scramble and panic. The year end will simply ratify what you already know, and you’ll be ready to move forward with clarity and confidence.
Tax Planning That Delivers
We don’t just hand out advice and walk away. We put robust strategies in place, monitor how they perform, and adjust as your business evolves so you always stay ahead.
Why Tax Planning Isn’t Just for Larger Companies
The idea that tax planning is only for big corporations is a long-standing myth. In reality, small and growing businesses can benefit just as much if not more from strategic tax planning. Big firms have tax strategies. Why don’t you?
If your business is generating healthy profits, looking to reinvest, or planning a future sale, now’s the time to start planning. Effective tax planning helps you retain more profits, extract funds tax-efficiently, and reduce the risk of adverse attention from HMRC.
Our Tax Planning Services
Every business is unique, where no single solution fits all. Our advanced tax planning services are customised to propel your business forward. Our planning services include:
Corporate Tax Planning
Minimise your company’s tax bill while staying fully compliant. We help you spot reliefs and plan for liabilities ahead of time.
Capital Allowance Planning
Whether you’ve invested in equipment, renovations or commercial property, we’ll help you maximise what you can claim as a tax deduction.
Profit Extraction Planning
We help owners and directors take money out of their business tax-efficiently,. With strategies around salaries, dividends, pensions and other appropriate methods of extraction, we can maximise your take-home.
Group Structure & Reorganisation Advice
We strategically advise on group restructurings to create more efficient, flexible and tax-optimised structures.
Business Sale & Exit Planning
Whether you're planning to exit a business venture or benefit from Business Asset Disposal Relief, we will help you prepare well in advance. We’ll help you maximise business value when the time comes, and also structure the transactions in the most tax efficient way possible.
Ongoing Tax Efficiency Reviews
Our team checks in regularly to uncover fresh opportunities and adapt to shifting tax rules. From loss utilisation to marginal relief, we make sure your business stays efficient every step of the way..
Julian Hobbs
Founder & Chartered Accountant
“The only certainty in business is uncertainty! “
Why Businesses Trust Julian Hobbs & Co for Tax Planning
From major investments to preparing for outside funding, we make sure your tax planning is both efficient and fully compliant. Whether you’re expanding, planning an exit, or simply want proactive advice year-round, we’ll help you save money and stay in control.
- UK GAAP Expertise
- HMRC & MTD Compliance
- Clear, Jargon-Free Advice
- Complex Tax Simplified
How It Works
1. Free Discovery Call
Book a free 30 min free consultation with our Founder to explore your needs.
2. Custom Proposal & Transparent Pricing
We send you a tailored quote; upfront, honest and no hidden extras.
3. Onboarding & Strategy Set Up
Once you’re ready, we get your financial roadmap in place and start work.
4. Regular Check-Ins
With regular check-ins, we help you adapt, grow and stay ahead of the curve.
100+
Businesses Supported
£40M+
Annual Turnover Managed
16 Years
Helping Clients Understand
Their Numbers
100%
Remote, Human, and
Hassle-Free
Book Your Free Tax Planning Call Today
Let’s assess your tax position, explore allowances, and build a plan that works. No obligations, just expert insights that actually works.
What Our Clients Say
We’re proud to work with brilliant business owners who trust us to take care of their finances, year after year.
Get A Consultation If You Need Help
We’re proud to work with brilliant business owners who trust us to take care of their finances, year after year.
Frequently Asked
What are capital allowances and how do they help?
Capital allowances let your business claim tax relief on investments in equipment, vehicles, or property upgrades—reducing your overall taxable profits.
Should I be taking salary or dividends as a director?
It depends. We assess your income mix and structure to build a tax-efficient remuneration strategy based on your profits, thresholds, and long-term goals.
Do you help with inheritance tax planning too?
Yes. For owner-directors and family-run businesses, we offer succession planning and IHT mitigation strategies tailored to personal and business assets.
What’s the difference between compliance and tax planning?
Compliance is about meeting legal filing requirements. Planning is about reducing your tax bill legally and aligning strategy with your financial goals.
What’s the difference between tax advisory and tax planning services?
Tax planning focuses on legally reducing your tax liabilities through proactive strategies—like timing investments, structuring your business, or claiming available reliefs.
Tax advisory, on the other hand, is broader. It includes guidance on complex tax matters, compliance questions, regulatory changes, and one-off situations like mergers, acquisitions, or international tax issues.
While tax planning is ongoing and strategy-driven, tax advisory is often reactive and situation-specific. For official guidance on managing your business tax affairs efficiently, see HMRC’s business tax and VAT guidance.
