Full name of company *


Company number


Trading year end


Date most recent accounts filed at Companies House


Who does tax planning for your company?

Accountant Tax Adviser Self Other

Your full name *


Your position


Your contact address


Email address *


Confirm email address *


Preferred telephone number *


Are you UK domiciled?


Are you UK resident?


When will you retire?


Where will you retire?


Are you likely to sell your company?

No Yes - in less than 1 year Yes - in 1 - 3 years Yes - in 3 - 5 years Yes - 5 plus years

If you do/will not sell your company, what future plans do you have for it?


Please summarise trading performance for the current company year including gross profit estimate


In addition to company tax, are there any other areas of your company or personal planning where you would like help or a second opinion?


Please summarise any other information which may be relevant


* = mandatory fields