Investing in your business

Starting a new business and running it can be difficult. Tax Agility believe that it should be a rewarding experience and so we are here to help you with all your financial, legal, and fiscal issues so that you can focus on doing the things you love.

Our services

Tax Agility can offer you a range of services to help you set up your own business. As chartered accountants we are professionals who will work closely with you to formulate a business plan, find the right financial structure for your business, and help you to meet the necessary regulatory requirements. It is important to us that you have everything you need to help set up your business in the easiest way possible.

We can provide you with:

  • An assessment of your financial requirements, including how best to finance your business, how to write a successful business proposal, and how to approach banks
  • Advice on how your business should be structured, whether you should be a sole trader, work in partnership, or be a limited company
  • Advice on how to apply for tax efficient investment schemes such as the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme
  • Help with preparing your business plan in terms of cash-flow projections, budgets, and trading forecasts.
  • Help with registering with Companies House and HM Revenue and Customs
  • Managing your company secretarial services
  • Advice on how to set up financial, management, and record-keeping systems that comply with statutory requirements

Business tax

With every new business comes the over complicated and very tedious world of taxes. There are a range of ways in which Tax Agility can help you with your tax needs. We aim to minimise your tax liabilities by providing an outsider’s view of your business and giving you a strategic review of how you’re doing.

We can help with:

  • Preparing self-assessment tax returns
  • Planning strategic reviews to minimise tax liabilities
  • Advising you on VAT, NI, and employee benefit legislation
  • Advising you on tax implications of the sale and purchase of business
  • Settling business disputes and investigating revenue

Choosing Tax Agility

By choosing to work with us, you can be sure to get experienced accountants and business advisors who are dedicated to offering you the best business advice and tax assistance to allow you to make the most out of your company. We tailor our expertise to your needs so that we can help you create a business plan that is specific to your personal business.

Our aim is to maximise efficiency and to minimise costs which ultimately saves you money and puts you in a more comfortable financial situation. We want to see your business grow into a successful company and we can support you in getting there by identifying potential business opportunities, advising you on your finances, and developing a feasible plan that’s easy to follow.

Contact us

Call us today on 020 8780 2349 for some expert advice on setting up your very own business, and for some hands-on help with ensuring it becomes successful.


Accounting for small businesses

Starting up your own small business is a big achievement. You’ve invested in a project you’re passionate about, you’ve worked hard to establish a name, and you’ve developed a clientele. However, paperwork and official matters can make running a business more difficult. This is where Tax Agility comes in.

What can we do for you?

We, at Tax Agility, are experienced chartered accountants who aim to minimise your tax and maximise your efficiency. We can assist you with everything from accounting and bookkeeping, to taxes and general business advice. Sometimes, just having someone there who understands the ins and outs of business can help you make the decisions you need to move your business forward.

Accounting services

There are many different ways to manage your bookkeeping and accounts. We will work with you to establish the best methods for your business. In order to understand more about your business needs and the requirements you have, we will we can arrange personal meetings with you to discuss the logical next step for you. Dealing with accounts and bookkeeping can be complicated but we are here to make you feel more at ease.

There are multiple issues that may arise when working with your own accounts and tax responsibilities. Some of these issues may include:

  • Knowing the difference between bookkeeping and accounting
  • Knowing when your tax deadlines are
  • How you should organise your bookkeeping and what software you should use
  • How to keep your records, receipts, bank statements, and invoices
  • Understanding what year-end accounts are
  • Whether or not your company is exempt from audit
  • Knowing what accounts need to be filed with Companies House

Talking to an expert will help you to understand how your accounts work and will enable you to make informed and efficient decisions about where you want your company to be in the long run.

We offer competitive rates and are completely transparent, with a monthly fixed fee and no hidden charges. This gives you the confidence to know that we work with you, our customer, in mind.

Get in touch

By assisting you with all the frustrating and time consuming accounting and tax issues that your business may have, we leave you to focus on the day-to-day running of your company, so you can concentrate on the stuff that matters most to you.

For more information on how we can help you with your accountancy needs, call us on 020 8780 2349.


How can we help you with your personal tax issues?

Tax Agility aims to offer resources to make life easier for our customers. Working with us means you will get a quality service that can help you to make sense of your personal tax issues, whether that be your personal tax returns, dealing with personal tax planning, or understanding trusts and inheritance tax.

There are many services that we offer to help you get the most out of your tax responsibilities. We will help to make your tax issues easier to manage and to ensure that you acknowledge any tax saving opportunities you may be due.

Personal tax service

We can take up all your personal tax responsibilities, making sure that we complete all the necessary computations before sending the return forms and communicating with HMRC on your behalf. By leaving everything to us, you can be sure that your personal tax returns are being handled by professionals who can provide you expert care and appropriate, individual tax advice.

What personal tax services can we offer?

We can offer many services relating to your personal tax needs, including:

  • Preparation of self-assessment tax returns
  • Strategic reviews to minimise tax liabilities, including inheritance tax planning
  • Dispute settlement negotiations and revenue investigations
  • Advice regarding pensions and investments

Personal tax planning

We can aid you in making the most out of your income by helping you to take advantage of the personal tax savings that are available. Our professional advice has the potential to optimise your tax position. Working with us will mean that you will have a better understanding of your financial position and you can move forward with a targeted personal tax plan that fits your particular circumstances. We can offer advice on a range of personal tax planning issues, including:

  • Income tax
  • Trusts and estates
  • Inheritance tax
  • Capital gains tax

Trusts and inheritance tax planning

Trusts are useful for protecting your assets for future beneficiaries as they can reduce any impending inheritance tax liabilities. In order to benefit from potential tax opportunities, and to use your trust in an efficient way, it’s a good idea to engage in some inheritance tax planning. We will help you to take advantage of your trust and maximise monetary gain with our useful and personally tailored advice. We can also deal with all the administration associated with trusts, such as book keeping and record keeping. This will alleviate the stress and inconvenience that comes with inheritance tax.

We can offer a variety of services to help you get the most out of your trusts and inheritance tax, including:

  • Advising on tax advantages and helping you to select a suitable trust
  • Advising on wills to ensure tax efficiency
  • Maximising inheritance tax reliefs and exemptions
  • Planning life-time gifts and making full use of exemptions and lower tax rates available
  • Transferring assets into trust
  • Advising on adequate life insurance to alleviate any inheritance tax impacts

For more information on how we can help with all your personal tax needs, call us today on 020 8780 2349.