Advisory: Advanced Solutions

Advisory Pro - Technical Packs

AdvisoryPro subscribers get access to both Foundation campaign packs and AdvisoryPro resources. Deep-dive marketing and delivery assets for niche sectors.

Each AdvisoryPro pack is fully resourced and includes comprehensive implementation advice. Monthly subscribers can select one of the twelve campaign packs each month, whilst annual subscribers get access to the full year's packs. New resources will be added each year from April. Topics currently available are:

• PCP1 - Profit Extraction and Remuneration Strategy
  This campaign supports firms in helping clients reassess whether their current remuneration strategy remains appropriate and aligned with their objectives. The emphasis is not solely on tax efficiency. The campaign promotes a broader planning perspective, ensuring that decisions regarding salary, dividends and pension contributions are considered together and in the context of the client’s wider financial goals.
• PCP2 - Personal Wealth and Long Term Financial Planning
  The objective of this advisory service is to help clients take a structured view of how their business activities support wider financial goals. This includes consideration of how profits are retained or extracted, how pension provision is developing and how personal financial resilience is being built over time.
• PCP3 - Business Structure Group Planning and Reorganisation
  Many businesses begin with a simple structure, often a single company, but over time this may evolve into a more complex operation involving multiple activities, different risk profiles or separate commercial objectives. A structured review of business structure helps ensure that the legal and operational framework supporting the business continues to reflect commercial reality and longer term objectives.
• PCP4 - Shareholder Strategy and Governance Planning
  A structured review of shareholder strategy and governance arrangements helps ensure that ownership structures, decision making processes and long term objectives remain aligned.
• PCP5 - Business Valuation and Value Drivers
  The service focuses on understanding the commercial characteristics that often influence business value and considering how these factors relate to the current development of the business.
• PCP6 - Strategic Business Growth and Scaling Strategy
  A structured review of growth strategy helps business owners consider how expansion may be achieved in a way that supports long term sustainability. Strategic growth planning involves considering how operational capacity, financial resources and management structures align with future development plans. The objective of the service is to provide a framework for considering growth opportunities in a structured and commercially realistic manner.
• PCP7 - Funding Strategy, Debt and Capital Structuring
  The objective of this advisory service is to provide a framework for discussing how funding arrangements may support business development in a commercially sustainable way.
• PCP8 - Property Ownership Within Business Groups
  This advisory service provides a framework for discussing how property ownership fits within wider business and personal financial planning considerations.
• PCP9 - Employee Reward Strategy and Incentive Planning
  This advisory service provides a framework for discussing reward structures as part of wider business strategy and workforce planning considerations.
• PCP10 - Risk Management, Business Resilience and Contingency Planning
  Risk management and resilience planning involve structured consideration of potential threats and how the business might respond if disruption occurs. The objective is not to predict specific events but to ensure the business has sufficient flexibility and awareness to respond effectively where circumstances change.
• PCP11 - Customer Profitability and Pricing Strategy
  Customer profitability analysis helps business owners understand which activities contribute most effectively to overall performance. Pricing strategy also plays an important role in ensuring that business resources are allocated efficiently and that commercial activity supports long term objectives.
• PCP12 - Forecasting, Scenario Modelling and Strategic Planning
  Business owners frequently review historical financial performance but may have limited time to consider how future changes could influence results. Forecasting and scenario planning help businesses consider how different commercial outcomes may affect profitability, cash flow and financial stability.

AI Alert Generator

Instantly transform technical HMRC updates or sector news into white-labelled, client-ready advisory alerts. Our engine mimics your firm's unique tone of voice while maintaining professional authority.

For firms that are keen to "watch their clients' backs" this is a useful way to create material to include in your newsletters or social media posts.

As with all AI generated resources, subscribers will need to check copy created to ensure statements made are correct.