Tax planning, not just tax filing
Quarterly reviews, year-end optimisation, and direct access to Mark, Lee, or Liesl. Pay only what you should, plan for what's next.
Book a Tax Strategy SessionThe Problem
Most accountants file your return once a year. By then, it's too late to optimise. Opportunities for tax relief, dividend timing, and capital allowances have passed. You're left paying more than you should.
The Ascentis Model
Ascentis partners review your tax position quarterly, so you're always ahead. We identify planning opportunities before deadlines, not after.
"Pro active advice throughout the year mixed with good detailed work when we need."
Dave Helm, Ascentis client
Your Year-Round Tax Planning Calendar
Four quarterly touchpoints with your named partner. Every conversation focused on optimising your tax position and planning for growth.
Q1: January–March
- Dividend strategy for the new tax year
- Salary vs. dividend optimisation
- Review of pension contribution limits
- Planning for upcoming capital expenditure
Q2: April–June
- Mid-year tax position review
- VAT planning and threshold management
- R&D tax credit identification
- Contractor IR35 compliance check
Q3: July–September
- Forecast adjustments based on year-to-date performance
- Capital allowances planning
- Property tax relief opportunities (landlords)
- E-commerce VAT and international sales review
Q4: October–December
- Year-end tax efficiency strategies
- Pension contributions before deadline
- Director's loan account optimisation
- Next year's strategic planning session
Who Benefits from Year-Round Tax Planning?
SME Owners
Unsure if you're tax-efficient. Worried about missing allowances or paying more than necessary.
Quarterly reviews with Mark or Lee ensure you're always optimised. We identify opportunities before deadlines pass.
Contractors
IR35 confusion. Uncertainty about inside vs. outside status and how to structure payments.
Lee specialises in contractor tax strategy. Clear guidance on IR35 compliance and optimising your take-home.
Property Landlords
Complex allowances, mortgage interest relief, and capital gains planning. Easy to miss opportunities.
Liesl manages property tax planning. We ensure you're claiming every allowable expense and planning for portfolio growth.
E-commerce Founders
VAT thresholds, international sales, and rapid growth creating tax surprises.
Laura guides e-commerce growth without surprises. VAT planning, inventory relief, and cross-border compliance.
Book Your Free Tax Strategy Session
30 minutes with Mark, Lee, or Liesl. No obligation, just clarity on how to optimise your tax position.