Service

Personal & corporate tax planning

At Peter Hodgson & Co., we believe tax planning should never be an afterthought. Whether you’re an individual seeking to protect your wealth or a business aiming to structure operations efficiently, our experienced tax advisers will help you plan ahead to minimise liabilities and maximise opportunities.

For corporate clients, we assess your company’s structure, profit distribution, and growth plans to develop a bespoke tax strategy that supports your long-term goals. From director remuneration and dividend planning to group structuring and capital allowances, we’ll identify every available relief and ensure your tax position is fully optimised.

For individuals, we provide tailored personal tax planning covering income tax, capital gains, and inheritance tax — helping you make informed financial decisions for your future. With our proactive advice, you’ll pay only what you owe — no more, no less — while staying compliant with HMRC regulations.

FAQ

Explore your financial queries answered

How can I get started?

To get started, simply fill out our contact form or give us a call. Our team will guide you through the process.

What types of businesses require a statutory audit?

In the UK, an audit is mandatory for companies that exceed certain size thresholds or are part of a larger group. However, many SMEs choose a voluntary audit to gain valuable insights into financial performance, strengthen stakeholder confidence, and improve internal controls.

What are the main benefits of having an audit?

An audit provides independent assurance that your financial statements are accurate and compliant. It can also highlight inefficiencies, strengthen governance, and help attract investors or secure financing by demonstrating transparency and sound financial management.

How can you help reduce my company’s tax bill?

Our tax specialists identify legitimate reliefs, allowances, and planning opportunities to help you optimise your tax position while staying fully compliant. We provide year-round support, not just at filing time, so you can plan ahead and make tax-efficient business decisions.

How to switch accountants in one easy step?

We appreciate that changing accountants can be time consuming but that’s not the case when you move to Peter Hodgson & Co.
Simply drop an email or note to your existing accountant informing them that you’re moving to us, copy us on the email and we’ll do the rest. It’s as easy as that.
If you have any questions please call us on 01892 515 733 Or email reception@peterhodgson.co.uk

Do you offer tax planning for both businesses and individuals?

Yes — we advise limited companies, partnerships, and sole traders, as well as directors and business owners on personal tax. Our goal is to create integrated tax strategies that work across your business and personal finances.

Do you work with cloud accounting software like QuickBooks or Xero?

Yes. We’re experienced with all major cloud platforms, including Xero, QuickBooks, and Sage. We can help you transition to digital accounting and make the most of real-time financial data for better business decisions.

What accounting services do you provide for SMEs?

We provide a full range of accounting services for SMEs, including statutory accounts, tax compliance, bookkeeping, payroll, VAT, audit and advisory support. Our service is designed to keep your business compliant, efficient and financially well-managed as it grows.

We offer a full range of accounting solutions including bookkeeping, management accounts, year-end accounts, VAT returns, and cloud accounting setup. Our partner-led approach ensures every client receives tailored support and clear financial insights.