FINANCIAL PLANNING

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01. SERVICES

Financial planning is an essential element of any organisation’s wealth that aims to ensure cash flow sufficiency.

CPV Corporate is a financial advisor with valuable experience in financial planning. We can assist your organisation with budgeting, forecasting and financial planning.

Personal tax
Assessment of taxation for a particular client in the most tax-efficient manner. This includes submission of personal tax declaration, handling of tax liability, consulting on legal methods on how to reduce tax liabilities, preparation and submission of tax declarations and development of tailor-made tax structures (SPVS) as per specific client needs.

Tax declaration
Assistance during the entire process of collecting and submitting income tax declarations. This includes observance of deadlines as per the tax law, preparation and submission of personal tax declaration, preparation and submission of legal entities’ tax declarations and submission of employers’ returns.

Tax planning
Analysis of an organisation’s financial environment to ensure the most tax-efficient scenario. This includes international tax structuring, tax deductibility of expenses and GAAP compliance review.

Budgeting
Planning and creating an adequate spending plan of an organisation’s budget. This includes zero-based budgeting, static budgeting, flexible budgeting and rolling budgeting.

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TESTIMONIALS

  • CPV Corporate has been by our side from the very first day of our operations. Currently, we are celebrating our 10th successful years anniversary; all what was accomplished up to now have been reality with the support of CPV Corporate... a trustworthy and professional partner for every business to have by their side!
    Giorgos Giorgakis
    Managing Director, G.G. Eurosuccess Consulting Ltd
  • CPV Corporate builds a friendly relationship which were developed over a time, even if it began professionally. They are perfect at their job and immediate. What surprises me most is that in their work they are also associated with “magic” skills as they always surprise you with their abilities to predict your needs and exceed your expectations!
    Katerina Markidou
    Business Development Consultant, G.G. Eurosuccess Consulting Ltd

PUBLICATIONS

Digitalization tools
Digitalization of your business
Tax deduction
Tax-deducted expenses
NHS Contribution
National health system insurance
Financial tips
Financial intelligence
Regulatory fees
Fees for companies incorporation
STP Planning
Segmentation - Targeting - Positioning
NEED HELP WITH YOUR ACCOUNTING OR FINANCIALS?