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Corporate and personal tax planning

Minimise your tax bill and make the most of your assets.

How we can help you
Are you ready to pay only as much as you’re required to without having to sacrifice more of your hard-earned cash than necessary? Money that could be passed on or invested elsewhere?

You’re in the right place.

Because when it comes to planning your current and future needs, it pays to get the best advice. And here at CGA, we can help ensure your income is managed as tax-efficiently and effectively as possible, helping you and your family live your best lives.

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“Positive, proactive, working for our success and more than earning our trust. If we’d known them earlier we’d probably be retired by now.”
Chris and Gillian PeacockPeacock Brothers
“CGA transformed how we manage our accounts. We moved from constantly feeling on the back foot to having clarity and confidence — particularly as our turnover doubled and VAT became more complex. The whole team are proactive, knowledgeable and genuinely supportive.”
Sarah & SamMosaic Events
“CGA are a pleasure to work with, they really take the headache out of accounting! I have no hesitation in recommending them.”
Chris Cooper KingCo-founder and Director, Cooper King Distillery
“Approachable, proactive and always looking at the bigger picture — I have complete confidence in CGA.”
Barbara JacobsSolicitor, Barbara Jacobs & Co
“More than accountants — CGA are a sounding board, a business barometer and a trusted part of our team.”
Laurie PentithDryland Developments Ltd
“Even as a self-confessed number-phobic, I’ve found CGA patient, proactive and genuinely supportive — they’ve changed the way I manage my business finances.”
Margaret HartleyBenchmark Marketing
"CGA has helped me transform Silverdoor from a profitable little business to one that is marching into a new sphere of business where turnover is now in the millions and a sale could be on the cards further down the cards. They have put in processes for us to handle the financial side much more efficiently and aided us in bringing in best practices to all areas that impact the finances. To sum it up they have installed a professional set-up to the business which has allowed us to expand and do things properly. I count CGA as an integral part of the silverdoor team."
Chris HornbyManaging Director, Silverdoor
  • Personal & Corporate Tax Planning
  • Practical advice on profit extraction, from salary and dividends to pensions and tax-efficient benefits - helping you draw income efficiently while keeping your business properly capitalised.
  • Long Term Business Planning and Exit Strategies to help build business value and ensure a smooth transition out of the business.
  • Capital Gains Tax (CGT) Planning & Reporting to minimise your CGT liability when selling, transferring or gifting assets that have increased in value
  • Inheritance tax (IHT) Planning to minimise estate taxes and complexities.
  • Capital Allowance Planning to find valuable tax deductions and cashflow benefits.
  • Work in the TV/Film Industry? The UK offers very generous incentives for film production. Our expertise helps producers and studios maximise value from available film tax relief programs.

Can’t see what you’re looking for? Contact us to see if we can help.

Tax planning services for businesses of all sizes.

What’s included in our tax planning services?

How we work.

Supporting you in-person and virtually from our offices just outside of York, North Yorkshire.

Step 1

Fill in our contact form to see if we can help you.

Once we have your details, we’ll arrange an initial telephone call to discuss your requirements and the accountancy services we offer.

Step 2

If we’re a good fit, we’ll send you a clear fee quote. When you’re ready to go ahead, we’ll set up your secure portal and guide you through the simple steps to get started.

Step 3

Once your details are confirmed, we’ll send our engagement letters and terms, obtain HMRC authorisations and manage the handover from your current accountant.

From there, we’re good to go.

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Personal tax planning

Personal tax should be considered alongside your wider financial position, not in isolation.

We advise on income structuring, capital gains and inheritance planning – ensuring decisions made today support your longer-term objectives.

Learn more

Corporate tax planning

Corporation tax is more than a calculation at year end.

We review structure, remuneration and profit extraction to ensure your company remains efficient, commercially sensible and properly planned.

Learn more

Frequently asked questions.

What range of tax planning services do you offer?

Tax planning isn’t a one-size-fits-all exercise.

We advise on how you take income, how you sell or transfer assets, and how your business and personal affairs fit together. The goal is simple – sensible structure, clear decisions and no last-minute panic.

Put simply, corporate tax planning looks at your company. Personal tax planning looks at you.

The important bit is making sure the two work together properly. How you extract profits, sell assets or plan for the future affects both sides – so we look at the whole picture rather than treating them separately.

An accountant is often integral to your business success as they can help you understand your finances, be your experienced sounding board and guide you in achieving your goals. 

As taxation specialists and chartered certified accountants, we work with other trusted advisors, including your own financial advisor, to best manage your wealth so you can get the most out of it, in line with your personal circumstances. Tax mitigation can be a minefield but with CGA on your side, we can help you see the wood through the trees.

Whatever your goals are, we can help you to achieve them. By getting to know you, your individual circumstances, and your priorities, we can help you manage your money as tax efficiently and effectively as possible ensuring your money goes exactly where you want it to.

We work with all different shapes and sizes of businesses from sole traders to small and medium limited companies so you can rest assured you can access the tailored support you need.

Not at all. We work with clients throughout the UK and operate digitally wherever appropriate.

However, being based in North Yorkshire means we particularly enjoy supporting local businesses and building strong, face-to-face relationships where possible.

Apply to work with us