Strategic Planning

business plan treePlanning, or lack of it, impacts every aspect of everything that anyone in business does every day. At a basic level, when a new challenge arises you have to plan how to deal with it. In so doing you will be considering the impact that your decision will have on every other area of your business.

It is the same for us, we plan every day.

Do you know where you want to go?


undecided young business man

If you know where you want to go or what you want to achieve, let us help you get there.

The solution is always a mixture of strategies that impact on your finance, tax and personal life. They are all linked. You cannot change one in isolation, so you need wise council to ensure you have identified all the available strategies open to you and the implications of the decisions that you can make.



The current tax system is full of traps for the unwary. Let us lead you through the snake infested swamp, safely to the land of minimum taxation.”

Consider the following questions.

  • What is the best structure for my business? Sole trader, partnership or company? 
  • How can I plan to maximise the benefits and (legally) minimise my tax from different structures? 
  • What is the most tax efficient way of taking money out of my company? 
  • Should I be registered for VAT and how will that affect my profits, will the business still be viable? 
  • Would I have enough to live on if I retire today? 
  • How can I pass my business on without paying excessive amounts of tax? 
  • If I die, will I be leaving my family secure financially and free from unwanted and avoidable tax liabilities? 
  • Should I bring my significant other or my children into the business? Will it save me any tax? 
  • I trade through a company, what is the most tax efficient remuneration strategy that I should adopt? 
  • What is the most tax efficient way to incorporate my business? 
  • I am thinking of buying an existing business which is owned by a limited company. Should I buy the company (i.e. the shares) of should I buy the business from the company? 
  • Can my company provide me with a car? Is it more tax efficient to buy the car myself from my earnings from the company? 
  • What is the most efficient way of financing a car for myself? 
  • What is the cheapest and most tax efficient way of financing my new venture? 
  • I want to sell my business. How can I minimise the tax I pay on the sale? 
  • I have pensions that I have been paying into for years. How can I utilise them in my business to acquire property etc. 
  • I need to plan an exit from my existing business, what should I be doing in the preceding couple of years to prepare for this event? 
  • When is the best time to transfer my business? What is the tax effect of my different options? 
  • My children are already part of the business. What is the best way of transferring all or part of the business to them? 
  • Should I be doing anything to minimise my exposure to Inheritance Tax? 
  • Are there tax efficient investments where I can invest my money? 
  • Which method of finance is best, pay cash, buy on HP, PCP or leasing? 
  • I need a marketing plan, can you help? 
  • I have goals.
  • I know where I want to get to.
  • I know what I want to achieve.
  • What is the best way of achieving my goals?
  • What changes do I need to make?
  • What strategies are available to me?
  • What are my options?
  • What is the financial and tax impact of each alternative? 
  • What are my options …, I want to …, what are the implications … ?

How many have you asked yourself? Now ask us!



 In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. The advice that we can offer in this area is limited and so we rely on our relationship with local financial advisers to ensure that you receive independent advice on any investments being considered as part of your retirement or estate planning strategy.

The long Partnership is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.