Tax planning in Broadgate — from £249, fixed.
Most people overpay tax not through error but through inaction — unused allowances, poor timing, default structures. Our fixed-fee reviews find what Broadgate taxpayers are leaving on the table, legitimately. Serving Broadgate and nearby Bishopsgate, Liverpool Street, Broad Street.
Tax Planning for Broadgate — done properly, entirely online
Directors deciding how to extract profits, higher earners near the £100k trap, landlords, families with uneven incomes, and anyone in Broadgate who suspects they're paying more than they need to.
What's included
- Full review of your current tax position
- Allowances and reliefs you're not using — pension, marriage, dividend, ISA interplay
- Salary/dividend and profit-extraction modelling for directors
- Timing moves before year-end while they're still available
- Written action plan — no jargon, no schemes, nothing HMRC would blink at
What Broadgate gets with Bohzo Accountants
Before we touch anything for a Broadgate client, the fee is in writing — and it stays put. Hourly billing doesn't exist here.
Upload, approve, filed. The whole engagement runs from your phone or laptop, on your schedule rather than office hours.
Bohzo Accountants is a trading name of Bohzo Ltd, Company No. 15031604.
Every filing date that applies to you goes in our diary the day you join — and we chase the records, not the other way round.
Compare our fixed tax planning fees
| Your situation | Fixed fee |
|---|---|
| Personal tax review | £249 |
| Director remuneration review | £249 |
| Business + personal combined review | £399 |
| Pre-year-end planning session (companies) | £299 |
“From” pricing reflects the simplest case; anything more complex is quoted as a fixed fee in writing before work begins — and never changes after.
Online accountants vs the high street
Traditional firms around Central London still run on hourly billing, office appointments and fees you discover after the work. We work the other way round: one fixed fee agreed in writing before anything starts, every question included, and the whole engagement handled online — which is exactly why we can serve Broadgate at fees a walk-in office can't match.
There's no office to fund in Broadgate and no office to visit: records travel through our secure portal or WhatsApp, approvals happen on your phone, and filings go to HMRC and Companies House electronically. You get the same qualified work — minus the overheads, the travel and the surprises on the invoice.
Tax Planning in Broadgate: from first message to filed
Start with a message — no forms, no phone queue. Tell us what needs doing and we take it from there.
One fixed price before any work starts. Complex case? We say so now, not on the invoice.
The legal bits — ID verification, engagement letter — happen online in minutes, then your records come in via the portal or WhatsApp.
We prepare, you check and approve, we submit — and you get the HMRC confirmation the same day it's filed.
The same service in Broadgate as anywhere — by design
We built this service so that someone in Broadgate never pays a premium — or accepts worse service — because of geography. Same specialists, same published fees, same speed, wherever in Central London you are.
London clients in Broadgate tend to arrive with more moving parts — employment plus side income, shares, property. That's fine: the fixed quote covers your actual situation, agreed before we start, however many supplementary pages it needs.
Where we work around Broadgate
Broadgate sits in the borough of City of London (Bishopsgate ward), EC2A postcode area. Geography still shapes who people call, so here's Broadgate's: the same fixed-fee service covers every place on this list, at the same price.
| Nearby | Distance from Broadgate | Direction |
|---|---|---|
| Bishopsgate | 0.1 miles | south-east |
| Liverpool Street | 0.2 miles | south-west |
| Broad Street | 0.3 miles | south-west |
| Spitalfields | 0.3 miles | east |
| Coleman Street | 0.3 miles | west |
Distances are straight-line, between place centres. Every listed place — and everywhere between — is served online at the same fixed fees.
Broadgate tax planning FAQs
Is this tax avoidance?
No. We use allowances and reliefs exactly as intended — pensions, ISAs, dividend planning, marriage allowance, timing of income and gains. Nothing we recommend requires disclosure schemes or would trouble an HMRC review. If a plan needs a QC's opinion, it's not our kind of plan.
What's the £100k trap?
Between £100,000 and £125,140 of income you lose the personal allowance at £1 per £2, creating a 60% effective rate — and childcare entitlements can vanish at £100k too. Pension contributions are usually the clean fix. If you're near the line, a review typically pays for itself many times over.
When should company directors do planning?
Two moments: before the company year-end (pension contributions, timing of expenditure) and before 5 April (personal allowances, dividend timing). The pre-year-end session covers both calendars for your dates.
Do I need to visit an office in Broadgate?
No — there's nothing to visit and nothing to print. We're an online firm: records go through our secure portal or WhatsApp, and everything is filed electronically. It works the same whether you're in Broadgate or anywhere else in Central London.
I searched "tax planning near me" — is this service really local to Broadgate?
Broadgate is fully covered, yes. The work is done online, which in practice means more local than an office: same-day replies instead of appointment slots, and the same published fixed fee whether you're in Broadgate town centre or the edge of Central London. If you'd rather talk it through first, WhatsApp us — a real person answers.
Who will actually handle my tax planning?
Bohzo Accountants — a trading name of Bohzo Ltd, a registered UK company (No. 15031604). You get a named contact, a fixed fee in writing, and nothing is filed until you've reviewed and approved it.
How do your fixed fees work?
You tell us your situation, we quote one fixed price in writing before any work starts, and that price never changes mid-job. If your case is unusually complex we'll say so up front and agree a different fixed price — but the fee is always agreed before we begin, never after.
Things worth knowing before your next filing
First-year traders around Broadgate tend to make the same three mistakes: registering late, mixing business and personal spending in one account, and saving nothing for the first tax bill. All three are avoidable in an afternoon of setup.
Receipts win arguments. HMRC doesn't demand a shoebox of paper any more — photos in an app are fine — but every deduction needs evidence behind it. A ten-minute weekly habit beats a January archaeology dig, every time.
Timing disposals across tax years, using losses properly, and the spousal transfer rules can all legitimately reduce capital gains bills — but only before the sale. CGT planning after completion is just arithmetic.
Payments on account catch people out because the first year effectively bills you one-and-a-half years of tax at once. Knowing that in advance changes how you save through the year — and if profits fall, we can apply to reduce the July payment rather than lending HMRC money interest-free.
If you contract through your own limited company, IR35 asks whether you'd be an employee without it. For medium and large clients, the status decision is theirs; for small clients, it's still yours — and getting it wrong in either direction costs money.
Dividends can only be paid from accumulated profits, and paperwork matters: board minutes and dividend vouchers, dated correctly. "Illegal dividends" isn't dramatic language — overdrawn payments can be reclassified, with tax consequences, if the profits weren't there.
From April 2026, self-employed people and landlords with qualifying income over £50,000 move onto Making Tax Digital for Income Tax: digital records and quarterly updates to HMRC, not one annual return. The year before is the right time to get bookkeeping into shape.
Filing early doesn't mean paying early: submit a return in May and the tax is still not due until the usual dates. Early filing buys certainty, refund speed and time to arrange payment — it costs nothing.
General guidance, not personal advice — thresholds and dates change. For advice on your own position in Broadgate, message us and we'll answer against your actual numbers.
Tax Planning near Broadgate
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