Service
Tax Planning & Advisory in Glasgow
Strategic tax planning and advisory services to legally reduce tax liabilities and strengthen long-term financial outcomes. Fixed fee agreed up front, ACCA-regulated.
Overview
Proactive Tax Planning That Works for You
Paying tax is unavoidable — paying more than you legally need to is not. At Countify, our tax planning and advisory services in Glasgow help individuals and businesses reduce their tax liabilities legally while remaining fully compliant with HMRC regulations. We take a proactive, forward-thinking approach to tax, helping you plan ahead rather than reacting after the tax bill arrives.
Primary sources: Income Tax in Scotland (HM Revenue & Customs), Tax on your private pension: pension tax relief (HM Revenue & Customs) and Capital Gains Tax (HM Revenue & Customs).
What you get
Strategic, Compliant & Forward-Looking Tax Advice
Our tax planning services go beyond standard compliance. We analyse your income, business structure, investments, and future plans to identify tax-efficient opportunities that align with your goals. Whether you are a business owner, landlord, or high-earning individual, we provide clear, practical advice designed to protect your position today and in the years ahead.
Key benefits
Legally reduced tax liabilities through strategic planning
Proactive advice aligned with HMRC regulations
Tax-efficient business and personal structures
Forward planning to avoid future tax shocks
Clear guidance tailored to your financial goals
Why choose Countify
Tax Planning & Advisory, done right.
Countify’s tax planning and advisory services focus on long-term value, not short-term fixes. We work closely with you to understand your circumstances and provide tailored strategies that are practical, compliant, and commercially sensible. Our advice is grounded in UK tax law and delivered with clarity, ensuring you make informed decisions with confidence.
How we work
Predictable, fixed-fee engagements.
Tax Planning & Advisory starts with a free discovery call. From there, we agree the scope and fixed fee upfront, so there are no surprises on your invoice. Once instructed, we deal directly with the relevant records, authorities and software access needed for this service.
- Step 01
Free discovery call
A 20-minute chat to understand your tax planning & advisory needs, deadlines, and current records.
- Step 02
Fixed-fee proposal
We confirm the tax planning & advisory scope and price in writing through an engagement letter.
- Step 03
Onboarding & delivery
We collect the information needed for tax planning & advisory and keep each agreed deadline visible.
For tax planning & advisory, we support clients in Glasgow city centre, across Scotland, and throughout the UK via Xero, QuickBooks Online, FreeAgent and secure document sharing. Day-to-day contact is with your named accountant.
Pricing
Fixed monthly fees
- Sole trader package
- from £35/month
- Limited company package
- from £95/month
Prices vary with scope and the state of your records. Your fixed fee is agreed in writing before any work starts. Tax Planning & Advisory is quoted as part of that fixed fee or as an add-on.
See full pricing
Your accountant
Founder & CEO · Fellow Chartered Certified Accountant
Usually replies within one working day · Mon–Fri, 9am–5pm
5.0 on Google · 8 reviews- ACCA regulatedFirm no. 4549994
- AML supervisedby ACCA
- ICO registeredZA683204
- Companies HouseSC589649
Related guides
Read more about
tax planning & advisory.
What is tax planning and advisory?
Tax planning involves legally structuring your finances or business activities to minimise tax liabilities while remaining fully compliant with HMRC regulations.
Who can benefit from tax planning services?
Business owners, company directors, landlords, contractors, and high-income individuals can all benefit from proactive tax planning.
Is tax planning the same as tax avoidance?
No. Tax planning is fully legal and HMRC-compliant. It involves using allowances, reliefs, and structures permitted under UK tax law.
When is the best time to do tax planning?
The best time is before the end of the tax year or before major financial decisions such as business expansion, asset sales, or profit extraction.
Can tax planning reduce future HMRC risks?
Yes. Proper tax planning reduces the risk of errors, penalties, and unexpected tax bills by ensuring your affairs are structured correctly from the outset.
Get started
Take control of your
numbers today.
Free, no-obligation consultation. We agree the fee upfront — no surprises.
5.0 on Google · 8 reviews- Fixed fee agreed in writing before work starts — no surprise bills.
- Switching is handled for you, including the professional clearance letter.
- A named accountant who knows your business, not a call queue.