IB&Co Tax Health Check

Answer a few questions to identify whether your circumstances may benefit from proactive tax planning. Choose the business questions, the personal questions, or both.

ConfidentialNo obligationLevel 37, 1 Canada Square

Answer the questions that applyAbout three minutes. Leave any question blank.
An adviser reviews your answersWe look at where planning may be worth a conversation.
A clear next stepWe get in touch to talk it through. Your answers are not detailed tax advice.

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Prefer to talk now? 020 7164 0225 WhatsApp 07915 376468 hello@ibandco.co.uk

Your Tax Health Check

Two short steps. Answer the questions that apply to you.

1. About you

First name

Last name

Email address

Phone number (optional)

2. Your questions

Which questions would you like to answer?

Business questions (if you run a company)

Are you a company director?

Has profitability changed in the last 12 months?

Have you reviewed salary and dividends in the last 12 months?

Any significant expenditure or capital investment?

Are you considering restructuring or selling or transferring shares?

When was your last proactive tax review?

Personal questions

Do you have multiple income sources?

Do you own rental property?

Are you considering selling assets?

Do you have overseas income?

Have you moved to or from the UK, or spent significant time outside the UK?

Have your circumstances changed recently?

When was your last professional review?

Anything else we should know? (optional)

Yes, please email me the monthly IB&Co tax update and event invitations. I can unsubscribe at any time. (optional)

I have read the privacy policy and agree to IB&Co Accountants using my details to respond to this request.

Answer the questions that apply to you; you can leave the rest blank. Your answers help identify whether proactive tax planning may be useful; this is not detailed tax advice. Read how we handle your information in our privacy policy.

Regulated by the IFA and IPAInstitute of Financial Accountants and Institute of Public Accountants
About 15 yearsIshmael Bangura FFA, accountant and qualified tax adviser
More than 950 clientsadvised, including startups
Level 37, 1 Canada SquareCanary Wharf, London E14 5AA

Ten areas we can talk through

Business Tax Advisory Director Tax Planning Corporation Tax Planning Personal Tax Planning Property & Capital Gains Tax Residency & International Tax Inheritance Tax Planning R&D Tax Credits Tax Investigation Support Stamp Duty Land Tax (SDLT)

Received a letter from HMRC? Speak to us before you reply.

Do not wait for the health check. Email us with the subject “URGENT: HMRC” or call 020 7164 0225.

Email: URGENT: HMRC