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Tax Optimisation Review

Make sure you are not paying more tax than you need to.

From £495 plus VAT.

At a glance

A review of your tax position by a Chartered Tax Adviser and former HMRC Senior Tax Inspector, to find legitimate savings you may be missing.

Who this is for

  • •Company directors and owner-managed business owners
  • •Higher earners, including employees with share awards
  • •Landlords and investors
  • •People with income or assets outside the UK

What is involved

You send us your latest tax return and a few details, we review your position and you receive a written summary of the opportunities and their estimated tax effect. Fees start from £495 plus VAT and are confirmed before any work starts.

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What we look at

  • For company directors: the mix of salary, dividends and pension contributions
  • Use of your personal allowances, tax bands and reliefs
  • Capital gains: timing of disposals, reliefs and use of the annual exemption
  • Rental property: how it is owned and how the income is taxed
  • Income and assets shared with a spouse or civil partner
  • Foreign income and gains, and whether the FIG regime or Overseas Workday Relief could apply

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How it works

Four simple steps.

  1. Tell us about your income and assets. Your latest tax return is usually the best place to start, and you can send it by WhatsApp or email.
  2. We review your position. We look for allowances, reliefs and structures you are not using, and anything that is costing you more tax than it needs to.
  3. You receive a written summary. It sets out each opportunity, its estimated tax effect and what would need to happen to put it in place.
  4. You decide what to act on. We can help put the changes in place and deal with HMRC where needed.

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FAQ

Frequently asked questions

What is a tax optimisation review?
A review of your personal tax position, and your company's where relevant, to find legitimate ways to reduce the tax you pay. You receive a written summary of the opportunities and their estimated effect.
How much does it cost?
From £495 plus VAT. Where your affairs are more complex, for example with a company, rental properties or overseas income, we confirm the fee before any work starts.
Is this tax avoidance?
No. We look only at allowances, reliefs and structures the law intends you to use. We do not recommend tax avoidance schemes.
Do you give investment advice?
No. We advise on tax. Where an option involves pensions or other financial products, we are happy to work with your financial adviser.
Is the review confidential?
Yes. Everything you tell us is handled in strict confidence.

Book a tax optimisation review

Send us a few details and we will confirm the fee before any work starts.

Message us on WhatsApp
or send a short enquiry

We reply to every enquiry within 24 hours, in confidence. Prefer email? hello@rmhoconsulting.com

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