Smart Financial Planning to Secure Your Future & Maximise Your Wealth
At Lanop Business & Tax Advisors, we specialise in creating customized financial strategies that work best with your goals and lifestyle. Whether you’re looking for retirement, growing investments, or restructuring your estate, we offer best-in-class guidance to help you make better decisions. Tax efficiency, making long-term strategies to cover your assets and increasing your wealth over the years is the way. Our advanced process combines professional know-how and personal commitment in a plan that is unique to you and that adjusts when life changes. Begin now with us and make the initial step toward your future that is going to develop with the help of the right professionals.
Your Goals, Our Expertise, Measurable Results
- Our customers trust us because we deliver the clear picture in an often-complex financial world. From understanding wealth management vs financial planning to crafting solutions for every stage of life, we ensure your money works in a way that helps your family while meeting your needs
Personalised Strategies for Every Stage of Life
- You just started a business, or you’ve just had your first child. We’re here to help and financially plan everything. We’ll be like your partner that looks after your every need, even at the worst times. We’ll customize the strategy or overhaul the planning no matter what you face in life.
Tax-Smart Wealth Growth & Protection
- Using Lanop’s tax expertise, we help you keep more of your earnings through effective investment and retirement strategies, and inheritance tax planning.
Ongoing Support & Plan Adjustments
- A good plan is never one-and-done. We provide back-to-back reviews, market knowledge, and economics to help you make better decisions and then adjust your plans accordingly.
What Accounting Services We Offer
We offer extensive financial planning services tailored specifically according to the unique needs of our clients. The following is the list of our services for financial planning.
We help you design a sustainable income strategy for your retirement, considering the pension money, drawdown options, and protection against inflation so you know you have the financial freedom to make difficult decisions before retirement
Our approach balances risk and reward, we go through your investment and risk appetite and then plan the investments accordingly, ensuring tax efficiency through ISAs and other UK allowances.
We help protect your family’s future with trusts, gifting strategies, and estate structures that minimise inheritance tax and ensure a smooth transfer of wealth.
Understand your current and future financial position with accurate projections that guide spending, saving, and investment decisions for you and your family.
We guide entrepreneurs through tax-efficient business sales, succession strategies, and wealth preservation after exit, ensuring your legacy is protected.
Who We Help
- High-net-worth individuals and families
- Professionals such as doctors, lawyers, and consultants
- Business owners and directors
- Retirees seeking income security
- Young professionals building early wealth
- Families needing financial planning for a family approach
Why Financial Planning Matters
Most people think they have managed their money well, but money management is more than numbers, it’s a process that protects your future and we’ll be there every step of the way.
We address all major concerns, from building an emergency funding strategy to long-term wealth growth. Our team mixes technical tax knowledge with practical investment experience, ensuring your goals match your finances. Whether it’s strategizing for your children’s education, creating a retirement portfolio, or tax structure your estate, we focus on smart steps that bring measurable results with adjustable goals.
Challenges We Solve
- Unsure how much you need for retirement
- Paying unnecessary taxes on income or investments
- Lack of clarity over financial priorities
- No estate or inheritance plan in place
- Inconsistent investment performance
- Cash flow uncertainty
Our Approach
Lanop is designed to bring clarity and results. We begin with an initial fact finding session, understanding your current position, life goals, and potential risks. Next, we conduct an all-encompassing audit, analysing assets, liabilities, future liabilities, taxable income, and expenses. This ensures we identify tax-saving opportunities and areas to boost investment efficiency.
From there, we create a bespoke wealth blueprint. This is not just a static report — it’s a living strategy. We implement solutions, from investment portfolio design to trust creation and pension optimisation. Crucially, we provide ongoing reviews to adapt your plan for market shifts, legislative changes, or life events.
How It Works
- Free consultation to understand your goals
- Income & platform review, UK and global
- Accounting setup, cloud-based, fully digital
- Ongoing support, tax planning, filings, WhatsApp access
- International advisory, for relocation, expansion, and UAE structuring
Results You Can Expect
Working with us means that you’re not aiming for just a plan, you want to gain clarity, stability, and measure every progress along the way. Our clients or partners as we like to call them consistently see minimized tax liabilities, greater investment returns relative to their risk appetite and achieve greater peace knowing their finances are in order.
You can get a detailed understanding of where you stand today, where you want to be, and the milestones to get there. The personalised roadmap will show you exactly how much to save, invest, and protect with clear milestones along the way, because let’s face it, we know how the market works.
For families, this means confidently funding their children’s education, buying mansions or property, or planning generational wealth or estate transfers. For artists, professionals and business owners, it means ensuring your hard work translates into long-term security. And when comparing wealth management vs financial planning, our service ensures you’re not just managing money, you’re strategically securing your financial future.
The end goal is simple: its to help make you more money than you could on your own.
Award Winning Accountancy Firm in the UK
Our Identity
Integrity, honesty, and dedication are the core values at Lanop Business & Tax Advisors. Since launching our first Putney office in 2010, we’ve grown into a fully digital, UK‑based accounting and tax advisory firm that blends expert compliance with forward‑looking guidance and business strategy.
Our team of specialized chartered tax advisors and accountants delivers a full spectrum of services including tax planning, bookkeeping, VAT, payroll, and virtual finance director support all designed to help you manage your business more efficiently and confidently.
We believe accounting is more than numbers it’s about empowering your journey through modern finance. That means applying strategic insight, breaking down complex financial processes, and acting as your trusted partner not just submitting filings.
Put simply, Lanop Business & Tax Advisors is more than an accounting firm we are your strategic ally, dedicated to guiding your financial success with integrity, precision,
FAQ
ask us
anything
1. What is financial planning, and why is it important out there?
Financial planning is all about managing your finances to achieve your life goals. It covers a wide range of topics, which include financing, budgeting, investing, business management, tax liabilities, and property management. It’s essential for building wealth, reducing risk, and ensuring long-term security for individuals and families.
2. Do I need financial planning if I already know I’ve made good investments?
Yes. Investments are only a snapshot. A complete financial strategy ensures your investments are continuously tracked, taxes are management, cash flow is frequently checked, and your evolving life goals align in one framework. Without it, you risk many things including inefficiencies in money management, unnecessary tax, and missed opportunities for growth.
3. How is financial planning for a family different from individual planning?
Financial planning for a family looks at multiple goals: anywhere from housing, education, retirement, and estate transfer. While balancing shared resources. It ensures all family members’ needs are met without sacrificing long-term security.
4. What’s the difference between wealth management vs financial planning?
Wealth management focuses on your or your business’ investments and asset growth. Financial planning is much broader covering investments, budgeting, risk strategies, tax management, retirement planning, estate planning, and personal budgets. Lanop integrates both comprehensive and long-term financial success.
5. How often should I review my financial plan?
At the very least you should review your financial plan annually, or whenever there’s a major life event like marriage, career change, or inheritance from parents or loved ones. But with us you can review your financial plans daily without ever worrying about major life events that cause money issues
6. Can financial planning reduce my taxes?
Yes. Strategic planning reduces taxes through allowances or tax credits, reviewing government schemes, pension contributions, funds, and building tax-efficient investments. This can greatly improve your net wealth over time while keeping you compliant with UK tax laws. You don’t have to worry about the increased taxes anymore.
7. Is financial planning only for the wealthy?
No. Financial planning is all about how much you’re looking to save. Whether it’s a business or whether it’s for personal reasons. Wealth planning helps optimise resources, regardless of starting wealth, and provides a clear path toward achieving financial stability. We’re here to help all kinds of people, even if they have amount of assets.
8. Can you work with my existing accountant or solicitor?
We’ve got your back. Just point us in the right direction and we’ll take over. We’ll understand everything your accountant does and which services he provides, and we’ll provide you with double the output with better results. Remember we’re not taking over the accounting person, we’re here to grow your wealth with a proper plan.
9. How do I start working with Lanop?
Book a free consultation for £100 worth. We’ll review your situation, discuss goals, and outline how our services can help. There’s no obligation to proceed after the initial meeting but you’ll have a greater idea why Lanop is the best in business and why you can completely place your trust in us when it comes to managing your money
10. How long does the financial planning process take?
The initial plan usually takes around 2-3 weeks, depending on your goals, needs and requirements. Application and ongoing review are important to ensure your finances remain aligned with your goals. There the financial planning is two-step process where you will provide us with the inputs you know and we’ll give you best possible output.
