Six service tiers covering personal tax through to mid-market and premium retainers. Every engagement is on a fixed monthly or annual fee agreed upfront. We’ll quote you exactly at the Free Discovery Call.
Book a Free Discovery Call →Most clients fit one of four standard tiers based on the structure of their tax affairs and the volume of activity. The “From” anchor is the floor; your actual fixed fee depends on the specifics of your situation.
Individuals with rental, dividend, foreign or untaxed income requiring a Self Assessment return.
+ VAT. Most engagements £400-£700 depending on complexity.
Self-employed individuals, single buy-to-let landlords, or small property portfolios held in personal name.
+ VAT. £85-£200/month depending on transaction volume.
Limited companies under £2m revenue. Owner-directors taking salary + dividends. Most active SMEs sit here.
+ VAT. Most engagements £350-£600/month.
For limited companies with revenue £2m–£10m. Multiple entities, growing complexity, regular advisory needs. Often the bridge to OHT or VFO premium services.
+ VAT. Most engagements £900-£1,800/month depending on group structure and complexity.
Get a Quote →Often combined with VFO services for full outsourced finance function.
For £5m–£50m revenue businesses with international, M&A, transfer pricing or complex tax positions. Senior CTA-level oversight at 30-50% of an internal hire.
Strategic tax oversight for £5m-£50m UK businesses. Full Head of Tax function on monthly retainer, typically 30-50% the cost of an internal hire.
+ VAT. £2,500–£8,000/month based on complexity. See our free OHT Decision Framework for the full cost analysis.
Outsourced FD-level finance function. Complete management accounting, cashflow, board reporting and senior finance attendance at management meetings.
+ VAT. £1,500–£5,000/month based on business scale and reporting cadence.
Specialist work outside the standard tier scope is quoted as fixed-fee one-off engagements. Typical ranges below.
Personal-name to limited company transfer modelling. SDLT, CGT, Section 162 relief analysis, refinancing implications, 10-year tax cashflow comparison.
Full RDEC/ERIS claim preparation and submission. Technical narrative, cost analysis, HMRC correspondence. Success-fee aligned with outcome.
UK exit planning, Statutory Residence Test analysis, UAE company formation (IFZA Strategic Partner), FTA tax registration, ongoing dual-jurisdiction compliance.
Multi-exchange transaction reconciliation, capital gains and income tax position, DeFi treatment, NFT classification. Pricing depends on transaction volume and exchange spread.
Code of Practice 8 / 9 enquiries, R&D claim challenges, transfer pricing reviews. Fee Protection Insurance options available for ongoing clients.
Sell-side or buy-side tax due diligence. Vendor preparation, share purchase agreement tax provisions, completion accounts review. Scoped per transaction.
A summary of standard inclusions across the four standard tiers. Specialist work and one-off projects are quoted separately.
| Service | T1 · Personal | T2 · Sole Trader | T3 · OMB | T4 · Mid-Market |
|---|---|---|---|---|
| Self Assessment return | ● | ● | ● ×2 directors | ● Directors |
| Bookkeeping | — | ● Monthly | ● Monthly | ● Monthly |
| Statutory accounts | — | ● Year-end | ● Full | ● Full + Group |
| Corporation tax (CT600) | — | — | ● | ● |
| VAT returns | — | ● If reg. | ● Quarterly | ● Multi-juris |
| MTD ITSA | — | ● Quarterly | N/A | N/A |
| Payroll | — | — | ● Up to 5 | ● Up to 25 + P11D |
| Management accounts | — | — | Add-on | ● Monthly |
| Cashflow forecasting | — | — | Add-on | ● |
| Quarterly tax planning | — | Annual | ● Quarterly | ● Ongoing |
| HMRC correspondence | ● Routine | ● Routine | ● Routine | ● Senior-led |
| Senior CTA review | — | — | As needed | ● Standing |
All prices exclude VAT. Specialist projects (incorporation, R&D, M&A, HMRC defence) are quoted separately.
No hourly billing surprises. No mystery fees on your invoice. No “scope creep” calls every time you ask a question.
Every engagement starts with a written fixed-fee quote. Your invoice each month or year is the same number you signed up for — no surprises, no top-ups.
Routine queries by email or phone are included in your fee. We’re not the firm that bills you for a 5-minute clarification call.
Fees are reviewed annually based on changes to scope. Any change is discussed and agreed in writing before it applies. No retroactive surprises.
Book a Free Discovery Call. We’ll understand your situation and give you a clear written quote within 24 hours.
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