Tax planning for owner-managed businesses

Keep more of what you earn with proactive, personalised tax advice

Running a small business is a constant balancing act, but your tax bill doesn’t have to be one of your worries. At Sunny Accountants, we help you stay in control of your tax, minimise unnecessary liabilities, and plan with clarity and confidence.

Tax is more than a once-a-year formality. With the right advice, you can improve cashflow, support long-term goals, and ensure your business is structured as efficiently as possible.

We help with:

Personal tax planning for business owners

Make sure your salary, dividends, and other income are structured tax-efficiently.

Business structure reviews

We advise sole traders, partnerships and limited companies on what works best now and for the future.

Profit extraction strategies

We help you get money out of your business in the most tax-efficient way.

Capital Gains Tax planning

Selling a business, property or shares? How and when you do it can make a big difference to your final tax bill, so we’ll help you structure it smartly.

Inheritance Tax planning

Plan early, pass on more. We’ll help you make clear, sensible decisions to protect your wealth for the next generation.

Pension contributions and tax relief

Use your pension as a planning tool, not just a retirement fund. We’ll show you how to use it to reduce tax and build long-term security.

Use of allowances and exemptions

From personal allowances to family tax breaks, we make sure you’re not leaving anything on the table.

Planning for major life changes

Selling your business? Buying a rental property? Changing direction? We’ll guide you through it.

Why choose Sunny for your tax planning?

We’re tax advisers, not just accountants

At Sunny, you’re not getting off-the-shelf advice or a rushed year-end chat. We’re Chartered Tax Advisers and Chartered Accountants, which means we’re trained to spot tax planning opportunities others miss.

We work closely with small, owner-managed businesses like yours, and we understand the unique pressures of growing a company while also trying to make smart long-term financial decisions.

 

What makes us different?

  • Genuinely proactive – we don’t wait until year-end to discuss tax
  • Expert guidance from Chartered Tax Advisers
  • Real-life strategies for real-world small businesses
  • Advice tailored to you, not a spreadsheet
  • We focus on tax and business goals — because they’re connected
  • Friendly, approachable support all year round

When should you talk to us?

Now. The best planning happens before the year-end, not in a rush after the deadline. Whether you’re expanding, taking money out of the business, selling up or thinking ahead to retirement, the earlier we talk, the more options you’ll have.

Let’s reduce your tax bill – the right way

If you’d like honest, expert tax advice that puts your interests first, we’d love to help.

Book your free discovery meeting today

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