Money & Tax Clarity Call

Guidance to help you understand your position, avoid costly mistakes, and know what to do next.

If you’re feeling unsure about your tax or financial position — especially around big life or business decisions — this session is designed to give you clarity, not overwhelm.

This is a 1:1, confidential conversation where we focus on:

understanding your situation

identifying risks and blind spots

explaining what actually matters (and what doesn’t)

helping you feel confident about your next steps

No jargon. No pressure. No upsell.

What this session is

✔️ A structured, 60-minute clarity call
✔️ Education and explanation in plain English
✔️ Help understanding how UK tax rules apply in practice
✔️ Risk-spotting and mistake prevention
✔️ Guidance on what to discuss with your accountant or adviser

You’ll leave with:

a clearer mental picture

practical next steps

the right questions to ask

peace of mind

What this session is not

❌ No tax calculations
❌ No compliance or filings
❌ No HMRC correspondence
❌ No bespoke tax planning or structuring
❌ No “guaranteed outcomes”

This session is educational and orientational, not formal tax advice.

How it works

Purchase this session

You’ll receive a confirmation email.

A member of our team will call you to arrange a suitable time for the call

Join the call via Zoom

That’s it. Simple and professional.

Price  £199 

Payment is required at the time of booking.

Important note

This session is educational in nature and does not constitute formal tax advice.
If specialist or complex advice is required, I can help you understand what type of professional support you may need next.

Delivered by a Chartered Tax Advisor with extensive experience helping individuals and directors navigate UK tax issues calmly and confidently.