What Are Advisory Services?
Advisory services go beyond the basics of compliance, providing strategic guidance to help businesses and individuals make smarter decisions. From tax planning to reduce liabilities, to business advice that drives growth and maximises profitability, COPA offers tailored solutions for every need. Whether you're seeking personal financial advice, planning for the future, or exploring ways to improve cash flow, our advisory services are designed to unlock your full potential and ensure long-term success.
How Do I Know if and What My Business Needs?
Not sure if your business needs advisory services? It’s all about understanding your goals. Are you looking to scale, improve cash flow, or prepare for a strategic exit? Maybe you’re navigating tax complexities or considering future growth opportunities. If you’re asking questions about where your business is heading, it’s a sign you could benefit from expert advice. At COPA, we analyse your unique situation and provide tailored solutions, so you’re not just meeting targets—you’re exceeding them.
Advisory services
Holding Companies & Group Structures
Streamline your corporate structure for tax efficiency and risk management.
Property Structures and Legal Entities
Optimise property investments with smart structuring and legal changes.
Outsourced Finance Director
Access high-level financial direction without needing a full-time finance director.
Business Plans and Strategy
Develop clear, actionable plans to drive business growth.
Tax Reliefs
Maximise your savings with expert advice on available tax reliefs.
Forecasts and Cashflows
Plan ahead with accurate financial forecasts and cash flow management.
Asset and Investment Advice
Strategic guidance on building and protecting your assets.
Wealth and Succession Planning
Secure your legacy with tailored wealth management and succession plans.
Mergers, Acquisitions, and Exits
Expert support for business transitions, from growth to exit strategies.
did you know?
At COPA Accounting, we’re committed to helping you stay on top of compliance while maximising tax efficiency. Here are some important facts that can save you money and ensure you’re in line with the latest regulations:
- Did you know setting up a holding company can help reduce tax liabilities across multiple businesses?
- Did you know forecasting cash flow accurately can prevent 82% of business failures due to poor financial management?
- Did you know tax reliefs like R&D credits can reduce your Corporation Tax bill significantly?
- Did you know strategic succession planning can lower Inheritance Tax and protect your family wealth?
- Did you know mergers and acquisitions can offer tax-efficient ways to expand or exit your business?
- Did you know outsourcing an FD (Finance Director) can provide strategic financial guidance without the cost of hiring a full-time executive?