Fraser Wood
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Business advice

Planning, budgeting and forecasts

We aim to work with you and your business to help you to plan for success. Setting targets, monitoring performance and forecasting will help us to advise you on how to and when to reach your goals.

We can assist you with:

  • Advice to help you to understand when you are ‘getting it right’
  • Financial information systems to help plan, forecast and monitor
  • How to use computer systems, digital solutions and IT effectively
  • Understanding when you are reaching your targets and when you are not

Tax investigation support

If you are subject to tax investigation, we can support you through this process.

This service includes:

  • Dealing with HM Revenue and Customs on your behalf
  • Making sure you have expert tax advisers representing you
  • Getting a fair outcome as quickly and efficiently as possible

Guidance on progression, succession and exit

We work closely with business owners to help them prepare for change. We can advise you on how to manage change and guide you through changes in business leaders or ownership.

We provide advice on:

  • Financial security during times of change
  • Management buy-ins and buy-outs
  • The retirement of directors and key personnel
  • Valuing your business

Advice for retirement and financial security

Our aim is to advise you on how to plan for a healthy income on retirement. At some point you will want to retire and you need to plan for that eventuality. Talk to us and we hope we can build a foundation of trust and understanding that will help you, your business and/or your family.

We can advise you on:

  • ‘automatic enrolment’ and the responsibility of the employer
  • Inheritance tax planning
  • Personal pensions and workplace pensions
  • Tax-efficient retirement
  • Trusts and estates: how to build a legacy

Please contact us by phone 01248 351 586 or by filling in this FORM and we can have a chat over a cup of coffee to see how we can help you.

COVID-19 Statement

For our clients

The office is in operation but in line with current guidance on social distancing we are unfortunately not accepting visitors into our premises.

If you wish to drop off your records at the office, please would you either telephone us in advance or alternatively please knock and wait for the door to be answered by a member of staff.

If you would like to pick up records please contact us in advance so that we can ensure your records are ready for you.

We are conducting our services via phone, email and virtual meetings wherever possible.

We can provide short face to face meetings, but as you can appreciate we are trying to keep this service to a minimum.

Thank you for your patience and understanding at this time. Please rest assured our customers will continue to receive a timely, safe and friendly service delivered with expertise.