Success story
How One Smart Plan Saved Them £17,000 (and Their Sanity)
Reading time: ~2 minutes
From locked-out funds to living the dream
When this limited company and its two directors came to us in July 2023, they were in a tough position. Their previous accountant had given poor advice, leaving them unable to take money from their own business without paying huge tax bills.
Over £5,000 of their hard-earned money was stuck with HMRC, and they needed a small business accountant who could fix the problem quickly and give them a clear path forward.
How we turned things around
As experienced tax accountants, we quickly found the root of the problem. We put a plan in place to fix their accounts, recover the full £5,000 from HMRC, and rebuild their finances so they could focus on running their business.
We didn’t stop there. We introduced a tailored tax planning strategy that saved them over £17,000 with legitimate tax planning.
What life looks like now
Today, they:
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Own several rental properties and a mortgage-free home
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Enjoy sailing their own boat
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Have strong savings and investments for retirement
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Are preparing to hand over the family business to their son
Most importantly, they’re confident in their future. They know we handle everything — from bookkeeping services and payroll to VAT returns and annual accounts — so they can focus on enjoying life.
Why they call us their trusted partner
We’re more than just another “accountant near me” search result. We’re proactive advisers who protect your wealth, grow your business, and guide you through every major financial decision, no matter where you are in the world.
If you’re looking for accounting services for small businesses that go beyond the numbers, saving you time, money, and stress, we’d love to help.
We don’t charge for initial consultations. Whether you’re down the road or on the other side of the country, get in touch today and let’s talk about your goals.