
Tax Efficiency Review
Understand your options — from £149
Are your current tax arrangements still right for your business? ZipTax Ltd offers a focused review for UK sole traders and small limited companies, helping you understand relevant planning opportunities and the questions worth addressing before your next decision.
Request your Tax Efficiency Review →
What we look at
We agree the scope around your circumstances and the information available. Depending on your business, the review may cover:
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Business expenses and the supporting records you keep.
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Potentially relevant allowances and reliefs, subject to eligibility.
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Your business structure and whether it still suits your plans.
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For company directors, how salary and dividends fit your circumstances.
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Areas requiring further advice or more detailed calculations.
Clear advice for your next decision
You receive an explanation of the findings, priorities and options to consider. We distinguish between practical next steps and matters requiring separate work. Any potential saving depends on your circumstances and the rules that apply; a saving or refund is not guaranteed.
How it works
1. Share your priorities. Tell us about your business and what you would like to review.
2. Agree the scope and fee. We confirm the information required and a price before starting.
3. Review your options. We explain the findings and provide a summary of recommended next steps.
Prices from £149
The fee depends on complexity and the agreed scope. We confirm the total payable, including any applicable VAT, before you book. Tax returns, amendments, implementation and specialist advice are quoted separately where needed.
Frequently asked questions
Will I definitely pay less tax?
No. The review may confirm that your current arrangements are appropriate. Recommendations depend on your circumstances and eligibility.
Can I keep my current accountant?
Yes. You can request a standalone review without moving your ongoing accounting work.
Does the review include filing a return?
No. Filing or amending returns is a separate service, agreed with you before work starts.
Make your tax decisions with more clarity
Contact ZipTax Ltd to discuss a Tax Efficiency Review from £149.
