Our understanding
Your business plan will guide your business forward. It will become a way to track and forecast cash flow, benchmark performance, and anticipate resource requirements.
Therefore, it is key to have a plan which is written for your business, in a way that is useful, measurable, and adaptable as your business changes and grows. At Wisteria, our plans provide useful tools that will help you achieve your long-term goals.
Andrew Millet and his team have been responsible for the production of over 500 business plans for a huge array of sectors. Some of the small businesses we have worked with include an Ivorian chicken farm, a bespoke shoe and boot manufacturer, and a mobile seller of German sausages. Your business could be next!
How we can help
At Wisteria, we’ll help you develop a business plan that is bespoke to your business and will help it thrive. No templates, no business plan software, just a thorough understanding of what you want to achieve.
Your bespoke business plan will be made up of two sections:
- Financial plan — we will produce a forecasted profit and loss account, balance sheet, and cash flow. This is usually over a three or five year period.
- Written plan — we will produce a document that describes what the business is looking to do in the future. This takes in issues such as the available market, competition, and details of the business’ key team members and their experience.
Get in touch with Wisteria today to begin your journey.
Meet the expert
Andrew has over 25 years’ experience in commerce and practice. After qualifying with Stoy Hayward (now BDO), Andrew moved into industry. Andrew gained commercial experience operating as a CEO and CFO of numerous successful companies in biotech, recruitment, media, technology and marketing.
Meet AndrewWhy choose us
While working on your tax affairs, we seek out opportunities. We aim to keep you fully in the loop, discussing developments and new options with you, as part of regular meetings. By developing long-term relationships with clients, our tax return services work alongside the tax advice we provide. We want to give you peace of mind that you are in safe hands, your tax return is dealt with in good time, and each opportunity is identified and implemented.
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Preparation of Self Assessment tax returns
A self assessment tax return is the method by which taxpayers report their income and capital gains to HM Revenue and Customs. Wisteria’s team of qualified specialists can confirm whether it is necessary for you to complete a return and Wisteria provides an efficient and professional tax return completion service.
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Income Tax and National Insurance Contributions (NIC) advice
If your tax affairs are more complicated, you will need to register for self-assessment and submit a tax return. If you would like help getting set up to submit Self Assessment tax returns or if you require more information about our tax services for individuals, contact us today.
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Inheritance tax planning and reviews
Tax planning is completed either when you have decided what you want to achieve in the most tax efficient way, or where you wish to simply review your affairs. Wisteria’s tax specialists will review your position and advise on the most tax efficient way to structure your affairs generally or advice on any particular transaction.
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Working with financial advisers to ensure you have an optimal tax and investment strategy
It is important to work with an accountant who you can get on with and feel you can trust. When selecting an accountant, there are many factors to take into account and many possible options available to you. Wisteria’s financial advisers can provide you with valuable advice on how to maximise your money.