Tax Advisory Services - Strategic Tax Planning From Chartered Tax Advisers
Tax Advisory Services
Tax planning is not about avoidance. It’s about making sure every legitimate relief, allowance, and structure available to you under UK law is actively used, before the opportunity closes. At Merit Accountants, our Tax Advisers deliver structured, year-round tax advisory services that consistently save clients far more than the cost of their fees.
Our managing partner holds CTA (Chartered Tax Adviser) status, the highest tax qualification in the UK, awarded by the Chartered Institute of Taxation. We have direct experience working alongside HMRC, which means we understand not just what the law says, but how it is applied in practice. We’ve used that knowledge to overturn HMRC disputes, recover overpaid tax, and build long-term tax strategies that compound year after year.
Our Services include:
- Personal and business tax planning strategies
- Advice on allowable expenses, reliefs, and incentives
- Support with complex tax issues and structuring
- Ongoing review to adapt plans as circumstances change
Why Choose Us:
Our expert tax advisers combine 20+ years of technical expertise with practical advice to maximise your tax efficiency. We have saved our clients over £9.2m in taxes.
Start saving on tax
What Is Tax Advisory — And Why It's Different From Accountancy
Most businesses have an accountant. Very few have a tax adviser. The difference matters enormously.
An accountant records what happened and ensures you are compliant. A tax adviser plans what should happen and ensures you are paying only what you legally owe. At Merit Accountants, we do both, but it is the advisory layer that delivers the most measurable financial benefit for our clients.
Our tax advisory service covers both business and personal taxation, meaning we look at your entire financial picture, company profits, director’s remuneration, dividends, property income, investments, pension contributions, and inheritance planning, and create a strategy that minimises the overall tax burden across all of them.
Business Tax Planning
We do not wait until January to think about your tax bill. Our advisory framework operates across the full financial year:
Monthly Monitoring (Full-Service Clients): Ongoing review of your financial position against your tax forecast. We flag any changes in income, expenditure, or legislation that require action.
Quarterly Tax Planning Reviews: A formal review every quarter covering your current tax position, any HMRC legislative changes, available reliefs for the period, and recommended actions. You will never be surprised by a tax bill.
Six-Monthly Comprehensive Tax Review: A deep-dive into your overall tax strategy — including personal and business taxation, investment structures, property holdings, and pension planning. We revisit your long-term strategy and update it for any changes in your financial circumstances.
Pre-Year-End Tax Planning Session: The most valuable meeting in your financial year. In the weeks before your year-end, we identify every action that can legally reduce your tax liability for the closing year. This single meeting routinely saves clients thousands of pounds.
Annual Tax Strategy Report: A written summary of your tax position, strategies implemented, savings achieved, and recommendations for the year ahead. This becomes the foundation for the following year’s planning.
What Our Track Record Looks Like
Our initial tax advisory consultation is free and confidential. We’ll review your current tax position and give you a clear picture of where savings exist and what actions are needed. No jargon, no obligation.