We recently conducted a strategy session with a client who was feeling overwhelmed, anxious, and uncertain about his financial situation. He already had substantial liabilities from previous self-assessments, which were under HMRC payment plans.
Although he had also arranged a payment plan for his VAT, he had fallen behind on the last two quarters’ VAT payments. On top of that, he faced an impending £30,000 corporation tax bill, with no clear idea of how to manage his finances.
We built a financial model, developing a realistic sales forecast alongside expected expenses. This incorporated key elements such as capital expenditure, meeting current financial obligations, and ensuring there was enough left to provide him with a level of financial comfort.
Armed with a clear understanding of his financial position, we contacted HMRC again and successfully renegotiated terms - consolidating all outstanding debts into a single, manageable payment plan that aligned with the new financial model.
The outcome has been transformative. The client now has a clear plan to get back on track and manage his affairs confidently. We’ve scheduled ongoing review sessions to monitor his performance against the forecast and to help him stay on course.
The relief has been immense. The client shared that the stress had been seriously impacting his health. Now, with a clear plan and support in place, he feels back in control - and for him, that’s life-changing.
Why Our Approach Works
At our firm, we don’t just process transactions - we analyse, question, and optimise. Our proactive, detail-focused approach ensures that clients don’t just stay compliant but maximise their financial opportunities.
Whether it’s uncovering missed VAT claims, identifying tax-efficient solutions, or correcting years of poor accounting, we make sure our clients receive the best financial outcomes possible - with systems in place to prevent issues from arising again.
Need help? contact us today [email protected] or on 01789 773182
