Get a personalised tax health check for your agency in 2 minutes.
Answer 12 questions. Receive a personalised PDF by email. We flag tax, structure, R&D, IR35, VAT, exit and international opportunities, each one priced and actionable.
First, about you
Editorial: this report is generated from your inputs and is directional only. Not personalised tax advice.
What we check
20+ checks across extraction, structure, VAT, R&D, IR35, exit and international.
Salary & dividend structure review
We model your current extraction strategy against the optimal split for your profit level, identify any tax leakage, and quantify potential savings.
R&D tax credit eligibility check
If you're a digital, tech, AI or creative agency we'll assess whether any of your work qualifies for R&D credits. Most agencies leave money on the table here.
VAT scheme & structure review
Are you on the right VAT scheme and entity structure for your business model? We flag what we'd change and what it's worth in pounds.
Exit, IR35 & international flags
BADR qualifying period, IR35 exposure on contractors, US withholding tax, UAE relocation sequencing, anything material to your specific setup.
How it works
Answer 12 questions
Multi-step wizard. Two minutes. Anonymised, we ask for a band, not your actual VAT number.
Instant personalised PDF
Your answers run through 20+ checks across extraction, R&D, VAT, IR35, international and exit. Each opportunity has indicative impact and the action to take.
Optional 60-minute call
Want to put real numbers on each opportunity? Book a call with an ICAEW qualified accountant. No obligation, no sales drip.
Common questions
Is this actually free?
Yes. No card, no follow-up sales drip. The PDF is generated from your inputs and lands in your inbox in a couple of minutes. We do this because most agency founders we speak to have at least 2–3 tax inefficiencies that surface in a 12-question scan, we'd rather demonstrate the analysis than send a brochure.
How accurate is the report?
Directional. The rules engine uses 2025/26 UK tax figures and flags opportunities that almost always need a closer look. Indicative impact figures are based on typical agency profiles. The PDF is explicit that it's editorial, not personalised advice, for decisions specific to your agency, book a call.
What do you do with my data?
We store your submission to generate the report and email it to you. We use it to follow up if your top concern needs an answer we can give. We don't sell it, share it, or send retargeting drips. Unsubscribe from any email and we stop. Full details in the privacy policy.
Do you really not push for a sale?
Correct. The PDF includes a soft CTA to book a call if you want to dig deeper. We don't auto-enroll you in a sales sequence. About half the agencies we eventually work with came back to us months later, the analysis is the offer, not the appointment.
Prefer to chat first?
If you’d rather talk before answering the wizard, that’s fine too.
Book a 30-minute call