Save and Invest

Save and Invest

From buying a home to growing your business, whatever your financial goal Financial Planning by TaxAssist can help create a plan to fulfill your goal. We work with Financial Planning by TaxAssist to help ensure your money works as hard as you do.

Financial Planning by TaxAssist Advisers have full access to the investment market and will research all opportunities to produce a recommendation tailored to your situation and style of investing.

Book a free consultation with an expert Independent Financial Planner today

  • Call 07393063140
  • Email info@brightbooksaccounting.com
  • Fill in the enquiry form

Investment Solutions

  • Setting up new investments
  • Reviewing your existing investments
  • Providing ongoing advice

Financial Planning by TaxAssist provides a range of investment solutions, including:

  • Bespoke Discretionary Fund Management
  • Managed Portfolio Service
  • With profit funds or collective investments
  • Stocks & shares ISAs
  • Investment bonds
  • Other investment types including Limited company director investments

Why Choose Financial Planning by Brightbooks

Financial Planning by TaxAssist provides a range of pension solutions, including:

Independent Financial Planners : Highly qualified advisers provide personalised and tailored investment recommendations

Full access to the investment market

Free initial consultation : A free initial meeting to discuss your situation and goals

Small business and limited company experts: benefit from a wealth of knowledge on the tax benefits and higher returns associated with investing company cash balances, compared to a low-interest bank account.

Tax-efficient : We work hand in hand with your accountant to ensure your investment savings are as tax-efficient as possible.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Past performance is not a reliable indicator of future performance and should not be relied upon.

Tailored Solutions for Every Business Journey

Frequently Asked Questions

  • 1. Can directors pay themselves a bonus?

    Directors can receive bonuses and these are often annual and tied to performance. Like a salary, bonuses are subject to income tax and National Insurance Contributions where applicable.

  • 2. How do I pay employers national insurance?

    An employers' NIC bill must be paid each month or quarter depending on how you run your payroll. It is paid along with any PAYE tax due to HMRC. You can pay your employers NIC liability online, or you can make a bank transfer or pay by cheque. You must allow time for your payment to clear by the deadline of 22nd of the month.

  • 3. How do I pay myself from a limited company?

    If you are a director of a limited company, you can receive a salary, bonus and receive benefits. If you are also a shareholder you can be paid a dividends from post-tax profits. For more information on how to pay yourself from a company, including the balance of salary and dividend income and what will affect your decision in our guide to directors’ pay.

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What We Do

Join Us in Three Easy Steps

1

Get in Touch

Arrange a free consultation in person or via video with your local accountant. It’s an informal chat to get to know you and find out more about the help

2

Chat To an Expert

We clearly explain the support available to you and are happy to act as business advisors in order to help you grow your business.

3

Get a Fixed Quote

Our fees are fixed and tailored specifically to each individual's needs, so that you only pay for the level of support and services that you require.

Free Resources

Choose the right Accounting Firm for You

Running your own business can be challenging so why not let TaxAssist Accountants manage your tax, accounting, bookkeeping and payroll needs? If you are not receiving the service you deserve from your accountant, then perhaps it’s time to make the switch?

Local Business Focus

We specialise in supporting independent businesses and work with 100,000 clients. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.

Come And Meet Us

We enjoy talking to business owners and self-employed professionals who are looking to get the most out of their accountant. You can visit us at any of our 409 locations, meet with us online through video call software, or talk to us by telephone.

Switching is Simple

Changing accountants is easier than you might think. There are no tax implications and you can switch at any time in the year and our team will guide you through the process for a smooth transition.

Get Support With Your Payroll