James and Mary, middle-aged owners of a successful and long-standing import-export business of 3 decades, nonetheless found themselves under enormous strain – mostly caused by a massive tax bill that came as a complete surprise. The stress became all consuming.

Something simply had to be done about this ongoing situation. And urgently. Fortunately, the couple sought help before the bill brought them, and their business, to ruin.

James had a conversation initially with Murray McLean from Values-inspired Advocacy (V-iA) and provided the background to the business, how it operated, how it performed, the income it generated, and, how the enormous tax bill came as an unwelcome surprise.

After V-iA carefully examined their business operations, financial position, and in consultation with the owners, it was found that the lack of strategic planning resulted in this large tax bill, and this situation could have been avoided with effective communication and planning between all service providers, and more diligent financial management implemented.

V-iA worked closely with James and Mary, as well as their legal and tax teams, to implement a plan to address the immediate problem of the bill until a light was finally seen at the end of a dark tunnel. Immediately after, V-iA has continued to work closely with James and Mary, putting practices and responsibilities into place to avert such ‘surprises’ in the future.

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