TAX PLANNING ADVISORY
Tax Planning Advisory
Tax planning is most useful before important decisions are made. We help SMEs organise the facts, examine legitimate planning considerations and coordinate filing matters with an appointed partner tax agent.
Draft wording for Nicole’s approval before production publication.
NICS Corporate Advisory is not a licensed tax agent or lender. Tax filing and financing services are provided through appropriately licensed strategic partners and remain subject to their assessment, appointment and terms.
WHO IT IS FOR
Support matched to the business need.
Established SMEs preparing for expansion, major spending, restructuring or a periodic review of their tax position.
WHAT’S INCLUDED
A clear working scope.
- Tax planning advice
- Review of lawful business structuring considerations
- Review of relevant incentives and allowances
- Preparation of supporting information
- Tax filing coordinated with a partner tax agent
BENEFITS
What this helps you achieve.
- Earlier visibility of tax considerations
- Better supporting records
- A coordinated planning and filing process
- Decisions assessed before implementation
SERVICE FAQ
Questions to ask before you begin.
Can you guarantee a tax saving?
No. Any outcome depends on the law, eligibility, supporting evidence and the company’s circumstances. Advice should be based on a proper review.
Does NICS file our tax return?
Tax filing is carried out with an appropriately approved partner tax agent. The parties’ roles and scope will be explained before engagement.
When should tax planning begin?
Ideally before a major transaction, investment or structural change, and as part of a periodic review rather than only at filing time.
What should we prepare?
Recent accounts, tax records, details of planned transactions and the supporting documents relevant to the issue being reviewed.
START WITH A CONVERSATION
Discuss Tax Planning Advisory
Tell us what your company needs. We will help you identify the right starting point.