Irvine · Scotland
Advisory & CFO Support in Irvine
Not every growing business in Irvine can justify a full-time finance director, but most reach a point where they need one some of the time. Our advisory service gives you forecasting, tax planning, funding support and a sounding board for big decisions, on a retainer sized to your business.
What’s included
- Cash-flow and profit forecasting with scenario planning
- Tax planning across the company and its owners
- Funding applications, grants and investor preparation
- Pricing, margin and cost reviews
- Business structure advice: sole trader, partnership, company or group
- Exit, sale and succession planning
Pricing: Fractional CFO retainers quoted on scope. See all plans or read the full Advisory & CFO Support service page.
Advisory & CFO Support for Irvine: the basics
Advisory work is where accountancy adds the most value: structuring the business tax-efficiently, planning cash, pricing properly and preparing for a sale or investment. We work with Irvine owners on the decisions that move the numbers, not just the reporting of them.
Scottish taxpayers pay Income Tax at rates and bands set by the Scottish Parliament, which differ from the rest of the UK, while National Insurance, VAT and Corporation Tax are UK-wide. Property purchases are subject to Land and Buildings Transaction Tax rather than Stamp Duty Land Tax.
Why Irvine businesses use IGI for advisory & cfo support
Switching handled for you
We request clearance and records from your previous accountant and pick up where they left off. There is no charge for moving to IGI.
Tax planning through the year
We review your position before the year ends, when there is still time to act on pensions, timing of income, allowances and the salary and dividend mix.
Making Tax Digital ready
Cloud bookkeeping with bank feeds and receipt capture is included, so your Irvine business keeps digital records that meet HMRC’s requirements.
Advisory & CFO Support questions
Answers for Irvine clients. Your accountant can go into detail for your situation.
A finance director who works with you part-time, typically a few days a month, giving a Irvine business senior financial leadership without a full-time salary.
Compliance work reports what has already happened to HMRC and Companies House. Advisory looks forward: what should you do next, what will it cost, and how will it affect your tax position.
Yes. We prepare forecasts and management information, help you present the case to lenders or investors, and support due diligence.
No. A two-hour planning session before a major decision is often the most valuable work we do for a small Irvine business.
Yes. We prepare property pages for Self Assessment, calculate finance cost relief, advise on incorporation where it makes sense and handle the 60-day Capital Gains Tax return when a property is sold.
Yes. Many of our clients are IT, engineering and creative contractors working through limited companies. We advise on IR35 status, pay structure and expenses as part of the plan.
Other services in Irvine
IGI Accounting is a trading name of IGI Security Services Ltd (company number 15881180). Information on this page is general guidance for UK taxpayers and is not advice for your specific circumstances; figures and thresholds are those in force at the time of writing and may change. Please speak to your accountant before acting on any of it.