Maven Business Financial Services

Director Services

Financial advisors are able to provide specific Director services with additional strategies above regular accounting recommendations, such as; taking a combined salary and dividend for income, shareholder protection, relevant life plans, wills and investment planning. These are all areas that require specialist advice and expertise – more information in detail below.

Director Services

Are you making the most of being a Director?

Our specialist services are designed to complement your current accounting processes. Our experts are focused on ensuring that the service they provide is market-leading and performed to the highest quality in order to bolster the financial position of your business. Find out more by using the ‘enquire’ buttons below.

There are several tax-efficient ways of extracting profits from a company for directors. We offer a free consultation with our Chartered Financial Advisor to review your circumstances and advise on how best to achieve your financial goals.

A number of popular strategies that business owners use are services such as; Director pensions, Enterprise Investment Scheme (EIS) and Venture Capital Trusts (VCT). If you would like to speak to a financial advisor today about ways to extract profits from your business more efficiently, please contact us today.

Pension Planning

With the wide variety of pension plans available to different people in varying financial situations, it seems difficult to find the one that’s right for your financial situation.

Following an initial consultation through Maven, the financial advisor can assist you in choosing the right pension plan and, for business owners, these pension plans can be linked to the business in order to reduce your total payable corporation tax.

Unforeseen events such as being unable to work due to injury, contracting a critical illness, or even death, can have a catastrophic impact on the finances of a family or a business.

Through Maven, you can efficiently implement a shareholder protection structure whereby, should the business face a catastrophic scenario, the share structure and autonomy of you and your fellow directors are protected. This tax-deductible strategy is used to reduce your business’s payable corporation tax.

Life Insurance

Having life insurance in business is a smart choice, ensuring that your business, your assets and the people closest to you are protected for the long run.

At Maven, we assist in ensuring that your life insurance policy is properly implemented and is being fully capitalised on as a tax-deductible expense in order to reduce your payable corporation tax bill.

Commercial Financing & Mortgages

Among the array of tax-deductible loans that businesses can use to reduce their annual payable corporation tax bills are commercial financing loans and mortgages.

At Maven, we assist businesses in incorporating these types of loans and financing options into a more comprehensive tax-efficient strategy. Helping them to reduce their payable corporation tax and manage their finances in a tax-efficient and profitable manner.

Will Writing

As a business owner it is vitally important that you are prepared for all eventualities such as dying or losing your ‘mental capacity’. How will your business continue to run or who will make important business decisions if you are unable to? What are your succession plans for the business? A comprehensive Will can help ease these concerns and help ensure your future wishes are met.

A Business Lasting Power of Attorney (LPA) allows you to appoint suitable Attorneys to manage your business interests if you were to become ‘mentally incapable’. Whether that be a trusted Attorney, spouse or friend. Dying without a Will or losing ‘mental capacity’ without an LPA can cause significant stress to family, friends and business partners but is easily avoidable. Reach out to us today to find out how best to ensure that your wishes are guaranteed.

Mergers & Acquisitions

Timing, valuation and market position are all key considerations when looking to sell your business. Knowing what purchasers are looking for and positioning your business correctly will assist with the sale and the value of your business. We can assist you in providing industry specific expertise, assisting in advice on all of the above.

Following an initial consultation, our experts can assist both potential sellers in the process of estate planning & the use of trusts, providing investment solutions to mitigate lost income, utilising existing / new strategies to maximise available tax reliefs and inheritance tax / succession planning. Likewise, our experts will assist potential buyers in sourcing finance for an acquisition, setting up business insurances to cover liabilities associated with debts incurred, implementing shareholder protection policies to protect each new shareholders’ interests and undertaking cash flow analysis for future corporation tax planning.

Management Buy-outs

At Maven, our experts will work with you to prepare for a sale. Assisting your prospective purchasers in raising capital will ensure that the sale of your business happens as smoothly as possible and in the most tax efficient manner. We can assist clients in any position, whether they’re undertaking one of, or a combination of, any of the following:

  • Full Sale
  • Partial Sale
  • Third-Party Sale
  • Private Equity Purchase
  • Management Buy-Out
  • Asset Sale
  • Employee Buy-Out

Executive Coaching

A challenge that many business owners face when selling their business is finding out that it isn’t as valuable as they thought it would be; this is often because the business relies too much on its owner. Preparing your business for sale and deciding on an exit strategy are essential when realising the true potential and value of your business. Our business coach will ensure that you prepare for the future whether you’re aiming for scale, sale or passive income. There are no shortcuts when increasing the value of your business and our coach will work to optimise every aspect of the business and push you to achieve your business goals.

Investment Planning

We provide the opportunity to all of our clients to channel their profits into managed investments, allowing them to grow their money for the medium-term and extract these profits at low tax thresholds once matured.

This service requires an initial consultation with the Chartered Financial Advisor in order to identify and approve an investment strategy for maximum tax efficiency. Of course, it is required that we state, and that it is understood, that an investment’s value is linked to the performance of the funds that a client selects. You could get back less than you invested.


“Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.” – Franklin D. Roosevelt.

Meet the team

Website Accounting Integration

Website Accounting Integration seamlessly connects your website with your accounting software, streamlining your financial processes and enhancing efficiency. We integrate your website’s sales, invoices, and transactions with your accounting system, ensuring real-time and accurate data synchronisation. This integration eliminates the need for manual data entry and reduces the risk of errors, saving you valuable time and resources. With our service, you can easily track and manage your online sales, monitor inventory, and automate financial reporting.

Revenue Stream Analysis

We offer a comprehensive evaluation of your business’s revenue streams to identify opportunities for growth and optimisation. Our skilled team analyses your various revenue sources, pricing strategies, customer segments, and market trends to provide valuable insights and recommendations. Through a detailed assessment, we help you understand the profitability and performance of each revenue stream, identify areas of strength, and pinpoint potential bottlenecks. With this information, we work collaboratively with you to develop strategies to enhance revenue growth, improve margins, and diversify your revenue streams.

Tax & VAT Inquiry Support

We provide expert assistance and representation in the event of a tax or VAT inquiry. Facing an inquiry can be daunting, but our dedicated team is here to support you every step of the way. We work diligently to understand the nature of the inquiry and gather the necessary information to formulate a robust defence strategy. Our experienced professionals handle all communication and negotiations with tax authorities on your behalf, ensuring your rights are protected and your interests are represented.


We help you to take control of your financial planning and optimise your cash flow. We work closely with you to develop comprehensive budgets that align with your business goals and objectives. Through meticulous analysis of your financial data, we identify opportunities for cost savings, revenue growth, and improved cash flow management. Our team helps you establish realistic financial targets, monitor actual performance against budgeted figures, and make necessary adjustments along the way.

Unlimited Support

Our unlimited support is designed to provide exceptional and personalised assistance to our clients with higher accounting needs. As part of this service, we offer unlimited support from our team of experienced professionals to ensure that all your accounting requirements are met promptly and efficiently. You gain access to a dedicated point of contact who will be your go-to resource for all accounting-related inquiries and assistance. Our team is committed to understanding your unique business or individual accounting needs and providing timely solutions tailored to your specific circumstances. 

Free Financial Advice

Our team of experienced financial advisors will conduct a comprehensive analysis of your financial situation, taking into account your goals, income, expenses, assets, and liabilities. Through this review, we aim to provide a holistic view of your financial landscape and help you make well-informed decisions. We conduct an annual review to discuss various aspects of your finances, including budgeting, savings, investments, debt management, tax planning, retirement planning, and risk management. Our advisors will assess your current financial plans and recommend adjustments or new strategies to align with your objectives and maximise your financial potential. 

Tax Planning

We offer strategic guidance to help minimise your tax liabilities and maximise your tax savings. We work closely with you to develop customised tax strategies tailored to your unique circumstances and goals. Our experienced team analyses your financial situation, identifies tax planning opportunities, and advises on the most effective methods to legally reduce your tax burden. We stay updated with ever-changing tax laws and regulations, ensuring compliance while optimising your tax position. 

Quarterly Review

Our Quarterly Review offers a comprehensive assessment of your business’s performance and financial health every quarter. Our experienced team conducts a thorough analysis of key financial metrics, market trends, and operational factors to provide you with actionable insights and recommendations. Through in-depth reviews of your financial statements, cash flow, and performance indicators, we identify strengths, weaknesses, and opportunities for improvement. Our goal is to help you make informed strategic decisions and optimize your business’s performance. 

Monthly Reporting

Our Monthly Reporting provides you with valuable insights into your business’s performance on a monthly basis. We compile and analyse financial data, key metrics, and operational indicators to deliver comprehensive reports tailored to your needs. These reports offer a clear snapshot of your business’s financial health, highlighting trends, patterns, and areas for improvement. Our dedicated team ensures accuracy and timeliness in delivering these reports, giving you a clear understanding of your business’s financial health and progress.


Our payroll service offers seamless and efficient management of your company’s payroll processes. We handle the entire payroll cycle, from calculating wages and salaries to processing payments and generating payslips. Our dedicated team ensures accurate and timely payroll processing, taking into account tax withholdings, benefits, and deductions. We stay up-to-date with payroll regulations and compliance requirements, ensuring your employees are paid correctly and on time. 

VAT Returns

We take the hassle out of managing your VAT obligations. We handle the preparation and submission of your VAT returns with precision and compliance. Our dedicated team ensures accurate calculation of your VAT liabilities, taking into account input tax credits, exemptions, and deductions. We compile the necessary financial data, reconcile transactions, and complete the required VAT return forms on your behalf. 

Preparation & Calculation of VAT

We assist in managing the preparation & calculation of your VAT obligations. Our dedicated team handles the meticulous process of preparing and calculating the VAT for your business. We gather the necessary financial data, analyse transactions, and accurately calculate VAT liabilities. With our service, you can ensure that your VAT records are maintained with precision and compliance.  


Our Bookkeeping service provides comprehensive financial record-keeping for your business. We handle the day-to-day tasks of tracking income, expenses, and transactions, ensuring accurate and organised financial data. Our experienced team utilises industry-leading software to maintain updated ledgers, reconcile accounts, and generate financial reports. With our service, you can have a clear and real-time view of your financial health, enabling informed decision-making while you focus on the day-to-day operations. 

Confirmation Statements

We handle the preparation and submission of Confirmation Statements, ensuring compliance with legal obligations. Our dedicated team collects the necessary information, updates company details, and submits the statement to HMRC on your behalf. 


We provide expert assistance to individuals in fulfilling their tax obligations. We help you navigate the process of tax filing, ensuring accuracy and compliance with tax regulations. Our knowledgeable team gathers the necessary information, calculates your tax liability, and completes the required forms on your behalf. With our service, you can have peace of mind knowing that your Self-Assessment is handled efficiently and accurately. 

Preparation & Filing of Accounts

We will assist with accurately completing and submitting financial reports. Our experienced team handles the meticulous process of gathering and analysing financial data to ensure compliance with regulations. We prepare the necessary accounts, such as income statements, balance sheets, and cash flow statements, and file them on your behalf. 

Cloud Accounting

Access your accounts anytime, anywhere, and enjoy effortless income, expenses, and invoicing tracking. A secure and automated platform eliminates manual data entry, reduces errors and improves efficiency. We will assist with integrating any software currently used within your business to ensure a swift handover. Focus on growing your business while we handle the technical aspects of accounting. 

Company Tax Return (CT600)

We handle the preparation and submission of your company’s tax return, ensuring compliance with tax regulations and maximising your tax efficiency. Our experienced professionals will gather the necessary financial information, calculate your tax liability, and complete the required forms accurately and on time.