Stategic Planning

Mentoring Programme :

• Business analysis
• Personal objectives
• Business objectives
• Executive support
• Business implementation support (grants are available for this)
• Business growth advice

Business Health Check

Business Plan Model

From which we ascertain the key business objectives

Project Management

• Implementation
• Team structures and leadership
• Prioristisation selection
• Critical path analysis
• Expertise needed

Financials

Accountancy:

• Self Employment start up assistance
• Annual & Periodic (management accounts) for:
  - Land and property (rental)
  - Sole traders & partnerships (all industries)
  - Non-profit making organisations (Clubs etc)
  - Pension Funds
  - Limited Companies
  - Charities
• Cashflow forecasts
• Business valuations
• Industry benchmarking

Audit :

• Limited Companies
• Working Mens Clubs
• Charities
• Solicitors
• Pension Funds

Book-keeping:

• Manual & Computerised
• Company secretarial work
• Offer of registered office address

Taxation:

• Structure - incorporate or not?
• Extraction of profits - divi or bonus
• Co car policy
• Employee share ownership scheme
• Capital gains taper relief
• VAT planning
• Company registration
• Sale and purchase of business
• Purchase of own shares
• Business y/e tax planning
• Inheritance tax planning
• Capital gains tax planning
• Company valuation
• Pension planning
• I R enquiry assistance (VAT, Payroll & Self Assess.)
• Payroll
• P11d's / P9d's
• Capital Gains Tax computations
• Self Assessment Tax Return completion
• Personal tax calculations and advice on payments
• Share asset valuation per FT
• Advice on tax allowable exp's for all trades/rental income
• Company Tax Returns
• Enquiry costs insurance

Funding (Raising Finance):

• Hire purchase
• Factoring
• Lease purchase
• Invoice discounting
• Contract hire
• Bank overdraft or loan
• Grants
• Cashflow forecasts and strategy
• SSAS's loan back
• Specialist loans
• Cost reduction programme

General Practice:

• Interim billing
• Monthly standing order fee payment
• Regular mailshots / tax tips
• Fixed fees
• Consultancy
• Seminars
  

Sales & Marketing

• Marketing
• Sales advice

Operations

• Cost reduction:
  - Purchasing
  - Utilities
  - Interest re funding
  - Financial services
  - General insurance

Human Resources

• Policy deployment
• Succession planning
• Training and development

Information Tech.

• Software packages
• Training on the software packages
• Systems set up
• Other hardware and software support
• Strategy
• Customer relationship management programme
• Databases
• Internet
• Security of systems
• Specialist manaufacturing software
• Free demonstrations

Legal strategies

• Structure - incorporate or not ?
• Partnership agreements
• Shareholder agreements
• Directors contracts of employment
• Overview of company legal documents
• Health and safety
• Terms and conditions of trade with suppliers
• Employment policy
• Rent and lease agreements of property
• Wills
• Trusts
• Inheritance tax planning

Financial services

• Inheritance tax planning
• Tax efficient investment advice
• Availability of trusts
• Critical illness
• Share protection scheme
• Medical insurance cover
• Interitance tax planning
• Ownership protection insurance
• Personal Retirement Planning
  - Stakeholder / Personal Pensions
• Group Pension/Stakeholder
  - Self Invested Personal Pensions
  - Group Personal Pensions / Stakeholder
  - Executive Pensions
• Post Retirement Planning
  - Small Self Administered Schemes
  - Annuity Purchase / Income Drawdown / Phased Retirement
• Personal Protection
  - Life Assurance / Income Protection / Mortgage Protection / Critical Illness /
• Group Protection / Life Assurance
  - Whole of Life
• Key Person Assurance
  - as above but for groups
• Partnership Protection
• Healthcare/Long Term Care
• Investment & Saving
• Saving for Children
• Cash Investments / National Savings
• ISAs/Unit Trusts
• Investment Trusts
• Investment in VCTs and EISs
• School Fees planning
• Taxation Planning
• Offshore Investments
• Ethical Investments
• Residential Mortgages
• Commercial Mortgages
• Equity Release