Tax planning

Experience bespoke tax planning services

Be proactive in your strategy, and ensure you get maximum tax benefits. Save your hard-earned income.

Reduce your tax liability with the help of our tax planning advisors.

Starting from £500.00 + VAT

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Running a business isn’t free from paying taxes. Neither is managing personal or family expenses.

Whichever situation you’re in, you need to plan your taxes optimally.

The way your personal and company tax affairs are structured determines the amount of tax you pay.

The end goal of 3E’S tax planning specialists is to ensure you’re aware of the minimum accurate amount of tax required of you and your company.

3E’S recommends tax saving strategies for maximising your after-tax income.

You don’t have to worry about the complicated tax code or the current tax law.

Our accountants always keep themselves up-to-date so that meeting compliance standards is never a problem.

We offer a range of tax planning services in London and surrounding areas. See for yourself:

School fees planning
Our team of tax planning advisors understand the goals you have in mind for your child’s education and accordingly suggest the best route to maximise your savings and ensure that your child has a secure future irrespective of the economic conditions.
Overseas tax planning
Are you doing business overseas or planning to live outside the UK? The structure of your overseas personal and company business influences your tax payout. So let us handle intricate tax planning across jurisdictions with utmost criticality.
Inheritance tax planning
Are you looking to pass the value of your inheritance to the next generation without giving up control? That’s what everyone wants! There are many IHT-saving strategies available that can help plan your inheritance better. Talk to us to find out more about this.
VAT tax planning

Many businesses don’t know when they should register (or perhaps de-register) for VAT and are clueless about various VAT schemes. So we’d not only advise you but also help you in case you find yourself in a VAT inspection or investigation. Let’s not waste time. Contact us today!

Property tax planning

Property tax is a complicated area, with many factors determining your tax position — ranging from the type of property to the structure used to hold and enter into property transactions. At 3E’S, we provide a one-stop solution for all property-related needs.

Retirement
Once you’re retired, you don’t want to worry about bleeding to pay your taxes. So we analyse your current financial situation to advise you on the most optimal investment holdings so that when you retire, you live life carefree and not worry about a penny!
Personal tax planning
As an individual, you have the right to choose the most convenient investment option. Our tax experts come up with the most optimal strategy after they’ve calculated your expected taxable income and liability. No silly promises or guarantees!
Corporation tax planning
Corporation tax represents a very substantial part of calculating your operating costs. That’s why our business tax planning services ensure your returns are handled with increased reporting obligations. Avert harsh penalties. Minimise your corporate tax exposure.
Seed/Enterprise Investment Schemes

Though there isn’t any guarantee to know if an investment is eligible for S/EIS, your business can still apply to HMRC for SEIS/EIS. Our tax planning experts will guide you through the legalities and help sort out the necessary documentation, so you don’t worry about a thing when you work with us.

Pension planning
Your pension isn’t a stand-alone — it needs to be considered as part of your retirement income strategy and we can help you to ensure it plays a role in your tax planning. For example, the amount of pension to contribute to get state benefit is a part of salary structure planning that 3E’S undertakes.

What you get with 3E’S tax planning services

Our clients love us for our brilliant services.

Is 3E'S the right choice
for your business?

We could throw a long list of reasons at you for working with us. But we’ll stick with a few:

Our effective tax planning saves you time during tax season and beyond.

Benefit from forward-thinking tax planning that aligns with your business goals.

Receive tax planning from highly qualified experts committed to optimising your tax situation.

Enjoy high-level tax planning services at competitive rates.

With our tax strategies, you can concentrate more on business growth.

Frequently asked questions

For comprehensive business tax planning, you will need the following documents and information:

Company information:

  • Business registration documents
  • Company’s unique taxpayer reference (UTR)
  • Company’s VAT registration certificate (if applicable)

Financial statements:

  • Profit and loss statements for the past 3-5 years
  • Balance sheets for the past 3-5 years
  • Cash flow statements
  • Bank statements

Income and revenue details:

  • Sales invoices
  • Records of all income streams, including any foreign income

Expense records:

  • Detailed records of operating expenses, including rent, utilities, office supplies, etc.
  • Payroll records and employee benefits
  • Expense claims and reimbursed costs
  • Purchase invoices and receipts

Tax returns:

  • Previous years’ corporation tax returns (CT600)
  • PAYE and National Insurance payment records
  • VAT returns and documentation

Assets and investments:

  • List of company assets, including depreciation schedules
  • Details of any investments held by the company
  • Information on any asset sales or disposals

Miscellaneous information:

  • Any other financial records or documents relevant to the business’s tax situation
  • Copies of significant contracts, leases, and agreements
  • Details of any tax relief claims, such as R&D tax credits
  • Details of any outstanding debts or liabilities
  • Business plans and financial forecasts

We prioritise clear and consistent communication throughout the tax planning process. Here’s what you can expect:

  • A detailed discussion to understand your financial situation and tax planning needs
  • Monthly or quarterly updates on your tax situation, depending on your preferences and requirements
  • Periodic review meetings to discuss progress, address any concerns, and adjust strategies as needed
  • Detailed tax planning reports and summaries to keep you informed about your tax position and any recommended actions
  • Ongoing availability via phone, email, and online meetings to answer questions and provide support as needed


Our goal is to ensure you feel informed and confident about your tax planning strategies and outcomes.

While tax planning aims to minimise your tax liabilities and maximise your financial benefits, there are potential risks and drawbacks to be aware of:

  • Tax laws and regulations can change, which might affect the effectiveness of certain tax planning strategies
  • Aggressive tax planning strategies may increase the risk of scrutiny or audits by HMRC
  • Some strategies may involve upfront costs or changes in cash flow
  • Certain tax planning strategies can be complex and require careful implementation and ongoing management

We strive to recommend strategies that are both effective and compliant, tailored to your unique circumstances. Please book a consultation with us to get more info.

Yes, your financial data is highly secure with us. We use advanced encryption technologies and secure cloud-based systems to protect your information. Our team adheres to strict confidentiality and data protection policies to ensure that your financial data is handled with the utmost care and security.

Bookkeeping services are essential for any business, regardless of size. They help maintain accurate financial records, ensure compliance with tax regulations, and provide insights into your business’ financial health.

If you want to save time, avoid costly errors, and make informed financial decisions, professional bookkeeping services are highly beneficial. If you have any more questions or need further assistance, feel free to reach out to us.

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Our awards

Womens Silver Winner award
our-awards
Global awards 2019 ACQ5
Innovation and excellence awards
FSB small business awards

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Grab free copies of accounting eBooks, tax checklists, business guides and other information from 3E’S.

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