Part of: TLPI

What our Consultation Offers

Our Strategic Consultation is designed to give business owners a structured, confidential space to review their current position. It provides an opportunity to discuss challenges, priorities, and future considerations with an experienced TLPI consultant. The purpose is to help you think through your options in an informed and considered way.

Reviewed June 2026 · 5 minute read
  • An overview of your current business structure and ownership arrangements
  • Key risks, pressures, or areas of uncertainty you are experiencing
  • Succession, continuity, or long-term planning considerations
  • How existing arrangements may align with your wider goals
  • Initial observations on areas that could benefit from further review

The discussion is guided by your priorities, not a fixed agenda.


By the end of the consultation, you can expect to leave with:

  • Greater clarity on your current position
  • A clearer understanding of potential planning considerations
  • Insight into areas that may require further thought or specialist input
  • An outline of possible next steps, should you wish to explore them

Support is:

  • Tailored to your business and objectives
  • Delivered in clear, straightforward language
  • Grounded in established professional processes
  • Designed to support informed decision-making over time

Many business owners choose to work with TLPI following their consultation. Client feedback and case studies highlight our clarity, professionalism, and measured approach.

To make the most of your consultation, we recommend setting aside uninterrupted time and having a brief outline of your current situation to hand. Your consultant will guide the conversation from there.

Talk to a tax planning specialist

A free, no-obligation call to discuss your options.

Book a free call
FAQs

Booking a consultation: common questions

The questions business owners ask us most about this.

You can take our quick 60 second eligibility test to find out, or you can get in touch with us on 01235 426666 or by emailing info@tlpi.co.uk

The best starting point is our free Which Product Quiz at tlpi.co.uk/which-product-quiz. It asks seven questions about your company, retained profits, pension value and family situation, then recommends the right solution - a SSAS, a Family Investment Company, or a Lifetime Business Tax Plan. It takes around two minutes and there is no obligation.

Click here to apply for a SSAS today

Yes. Traditional pensions, personal pensions, and SIPPs do not allow you to lend money to your own company. A SSAS is the only UK pension scheme that permits a loanback to the sponsoring employer. If you have existing pensions elsewhere, these can usually be transferred into a SSAS to increase the capital available.

Book your free consultation

A free, no-obligation call with one of our tax planning experts.