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Broom Consultants has advised corporate organisations on their financial affairs for many years. Understanding the working of your business we seek to maximise the realised value of business assets and can advise on a wide range of subjects across the business from tax control to changes in legislation.

Our corporate planning programme starts with an initial meeting providing an overview of the service we offer.
This is followed by a second meeting to gather accurate details of the company’s existing financial position, future aims and business plan, as well as the exit strategy.
Using this information we will put together a report and presentation demonstrating how we can add value to your business while meeting the aims outlined.

Ongoing Service

Following our recommendations we then continue to work with you providing:

  • Telephone Advice
  • Quarterly Newsletter including Market Reports
  • Twice Yearly Review Meetings – main meeting ideally 8 weeks before year end and secondary meeting on production of draft company accounts before tax is paid.

Some of the tax control tools and strategies we apply to businesses include:

  • Bank Account Review
  • Business Planning & Forward Projection
  • Company Valuation
  • Company Structure
  • Cross Options Agreement
  • Exit Planning
  • Funeral Planning
  • Gearing
  • Keyman Protection
  • Legislation Updates
  • Liasing with Accountants & Solicitors
  • Limiting Liabilities
  • Offshore Opportunites
  • Expansion Planning
  • Profit Extraction
  • Property Purchase
  • Retirement Planning
  • Salary v Dividends
  • Share Purchase
  • Salary Sacrifice
  • Nest Responsibilities
  • Small Self-Administered Scheme v Self-Invested Personal Pension
  • Tax Control 
  • Trusts 

Standard items to each meeting agenda will include; business review, turnover update, profit projections, directors needs for income, salary / dividend update, staff changes.

To find out more about our corporate programme and arrange an initial meeting please contact us.

Broom Consultants Limited is authorised and regulated by the Financial Conduct Authority.