Our planning specialists work together with you to devise a strategy for you and your business. They develop a plan and assist in implementing the necessary steps, principally as follows:

Situation analysis; a study of the current position of your business in terms of operations and facilities and its position in the market.

Exit strategies; a study of your personal objectives in the context of your business.

Achieving your goals; the achievement of your goals may involve:

• Business development
• Devising and implementing systems
• Implementing cost efficient procedures
• Implementing accounting systems and analysing the results
• Market research and competitor profiling
• Feedback from suppliers, customers and staff
• Selecting and training future leaders
• Succession planning
• Wealth creation and planning
• Tax planning for you and your family in the context of your business

The taxation consultancy team is dedicated to the identification and implementation of bespoke planning solutions, designed to minimise all forms of taxation for our clients, reduce tax risk and support their commercial and personal objectives, at the same time.

Our planning work encompasses all UK taxes, including Corporation Tax, Income tax, Capital Gains Tax, Inheritance Tax, Value Added Tax, and Stamp Duty in particular. We liaise with overseas taxation advisers where our planning proposals and our clients’ circumstances require it and we have relationships with various offshore professional firms who may be required to assist in the implementation and running of offshore structures.

Our team is called upon to assist lawyers, barristers, regulatory authorities, insurers and private clients and has a breadth of experience in the following areas:

• Business valuations; including partnership disputes, business sales, matrimonial
• Commercial litigation; including disputes, business interruption
• Dispute resolution and mediation; including commercial, personal, breach of contract
• Fraud; including investigating allegations of fraud and asset tracing
• Investigations such as criminal proceedings, taxation and regulatory issues
• Personal litigation including personal injury, pension loss, clinical negligence, fatal accidents, criminal injuries

Our team’s efficient, practical but commercial advice rehabilitates businesses providing structured recovery and re-education to business owners.

We assess businesses in difficulty and within a tight timetable to produce technically detailed reports, which focus on areas of concern and provide clear recommendations on financing options, or other solutions to allow your business to continue trading . Our team sets out the possible solutions, advises on the preferred option, implements it and manages your business to recovery.

We also provide early stage advice to business owners, interpreting warning signs and preventing escalating difficulties. We act as independent advisors since we are not insolvency practitioners and are able to work for both providers of finance and individual companies, bringing in other experts as required.

The range of services we utilise to ensure your ambitions are met are as follows:

• Financial modelling through generations
• IHT mitigation tax planning
• Risk assessment
• Investment strategies and portfolio management
• Income maximisation in retirement
• Employee benefit strategies
• Maximising excess income
• Structuring education and healthcare costs

Jackson Stephen has substantial experience and expertise in delivering a technically excellent audit. We have a dedicated partner, Peter Atkinson, who has the sole role of ensuring our firm is at the leading edge of audit approach and process and thereby provides a service that exceeds simple statutory obligation.

In order to achieve these standards, we ensure that we have a strong understanding of your business and industry in order to provide a high level of assurance to the users of your accounts and advise you on the appropriate systems, processes and controls.

• Payroll bureau
• Marketing services
• Financial controller role
• IT and system solutions
• Computerised book-keeping