Adviser meeting a couple to review their tax and wealth position

Dolman's services

Tax & Wealth Advisory

Proactive tax planning for directors, families, growing businesses and property investors. Each review is there to find opportunities, then set out a practical plan.

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Tax strategy

A one-off review when you want a clear action plan, or ongoing membership if you want that advice kept current through the year.

One-off review

Tax Strategy Review

A comprehensive review designed to uncover tax-saving opportunities and provide a clear action plan.

Includes

  • Corporation Tax review
  • Director remuneration planning
  • Dividend strategy review
  • Pension planning opportunities
  • Capital Gains Tax review
  • Property ownership structure review
  • Inheritance Tax review
  • Family tax planning opportunities
  • Written recommendations report

Outcome. Identify opportunities to reduce tax, increase retained wealth and make better financial decisions.

Ongoing advice

Tax Planning Membership

Ongoing proactive tax advice throughout the year.

Includes

  • Annual Tax Strategy Review
  • Quarterly planning meetings
  • Tax projections
  • Director extraction planning
  • Pension planning
  • Dividend planning
  • Family wealth planning
  • Annual Inheritance Tax review
  • Tax Efficiency Report
  • Priority adviser access

Outcome. Peace of mind that you are not paying more tax than legally necessary.

Adviser discussing inheritance planning with a couple

Family wealth & inheritance tax planning

Inheritance Tax Review

Helping families and business owners preserve wealth for future generations.

Includes

  • Estate review
  • Inheritance Tax exposure calculation
  • Business Relief review
  • Asset ownership review
  • Family gifting strategy review
  • Succession planning discussion
  • Coordination with solicitors and financial advisers
  • Written recommendations

Outcome. A practical plan to reduce future inheritance tax exposure and protect family wealth.

Business owner and adviser reviewing performance together

Business advisory

Strategic support for owners who want stronger profits, clearer cash flow and board-level financial input without employing a full-time finance director.

Business Growth Advisory

Strategic support for ambitious business owners.

Includes

  • Quarterly business review meetings
  • Revenue and profitability analysis
  • Cash flow planning
  • Budgeting and forecasting
  • KPIs
  • Strategic tax planning
  • Growth planning
  • Cost analysis and margin reviews

Outcome. Better decisions, stronger profits and improved business performance.

Strategic FD Service

Board-level financial expertise without the cost of employing a full-time Finance Director.

Includes

  • Monthly FD meetings
  • Management reporting
  • Board reporting packs
  • Strategic financial planning
  • Cash flow forecasting
  • Funding support
  • KPI monitoring
  • Growth and investment planning
  • Exit planning
  • Risk management

Outcome. An experienced financial accountant acting as your outsourced Finance Director.

Accounting software dashboard on a laptop

Technology & efficiency advisory

Software & Systems Review

Helping businesses improve efficiency, automate processes and reduce unnecessary costs.

Includes

  • Accounting software review
  • Workflow analysis
  • Finance process review
  • App stack review
  • Automation assessment
  • Payroll process review
  • Management reporting review
  • Cost-saving recommendations

Common platforms reviewed

Xero Sage QuickBooks Dext ApprovalMax CRM systems Payroll software Workflow automation

Outcome. Reduced administration, increased efficiency and improved reporting.

Adviser reviewing a row of UK residential properties

Property & landlord advisory

Specialist tax and structure advice for landlords, investors and developers, from a single rental property through to a portfolio or a development project.

Property Tax Review

Specialist tax planning for landlords, property investors and developers.

Includes

  • Property ownership structure review
  • Personal vs limited company review
  • Capital Gains Tax planning
  • Incorporation analysis
  • Finance cost relief review
  • Stamp Duty Land Tax considerations
  • Profit extraction planning
  • Succession planning options

Ideal for

Portfolio landlords Buy-to-let investors Property developers Property investment companies

Outcome. A more tax-efficient property structure and improved long-term returns.

Landlord Tax Planning Service

Helping individual landlords minimise tax and maximise returns.

Includes

  • Rental profit review
  • Mortgage interest tax relief review
  • Capital expenditure review
  • Property ownership analysis
  • Capital Gains Tax planning
  • Income splitting opportunities
  • Future disposal planning

Outcome. Greater tax efficiency and higher net rental income.

Property Portfolio Review

A strategic review for landlords with multiple properties.

Includes

  • Portfolio structure review
  • Property-by-property profitability analysis
  • Tax efficiency review
  • Cash flow assessment
  • Capital Gains Tax planning
  • Future acquisition planning
  • Succession and inheritance planning

Outcome. A clear strategy for growing and protecting your property portfolio.

Property Development Advisory

Specialist support for property developers undertaking residential or commercial projects.

Includes

  • Project structure planning
  • Corporation Tax planning
  • VAT planning
  • Profit extraction advice
  • Joint venture advice
  • Cash flow forecasting
  • Development company structuring

Outcome. Improved profitability and tax efficiency throughout the development lifecycle.

Property & Inheritance Tax Review

Designed for landlords and property investors concerned about passing wealth to the next generation.

Includes

  • Property portfolio valuation review
  • Inheritance Tax exposure assessment
  • Business Relief review where applicable
  • Family gifting opportunities
  • Trust planning discussion
  • Succession planning

Outcome. Protect your property wealth and reduce future inheritance tax liabilities.

Specialist projects

Focused reviews when the question is about structure, an exit, or how to improve profit and cash.

Shareholder & Group Structure Review

Ensuring business and investment structures remain efficient and fit for future growth.

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Business Exit Planning Review

Preparing business owners for sale, succession or management buy-outs.

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Profit Improvement Review

Identifying opportunities to increase margins, improve efficiency and strengthen cash flow.

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    Who are Dolman’s?

    Who are Dolman’s?

    We pride ourselves as forward thinking accountants where we are consistently looking at new ways to give our clients a better service. We build relationships with our clients to understand their needs and respond to them in a timely and effective manner.

    Meet the Team