Latest Case Studies

Tax Planning and Childcare »

A client company operating an energy brokerage, was managed and owned by a young couple who were incurring significant childcare costs in their local nursery. Red Dot recommended a tax efficient way for the client to fund nursery fees. We were able to introduce a specialist Childcare company who implemented a Childcare Scheme in the […]


Invoice Discounting »

A client company specialising in workwear was experiencing cashflow difficulties due to their continuing growth. Our client had approached their Bank for increased overdraft facilities, but were declined. The company had an existing invoice discounting facility but were feeling that they were being charged too much, and the service being supplied was poor. Red Dot […]


Tailored Invoice Discounting »

A manufacturing company was experiencing cashflow difficulties due to their growth, and specifically the slow payment from one major customer. Our client had approached their Bank for increased overdraft facilities, but were declined. Red Dot suggested they consider invoice discounting or factoring – this is where a finance company will advance up to 85% of […]


VAT Registration »

A retailer client had exceeded the threshold for VAT registration. Red Dot advised the client on the turnover threshold for VAT registration, and calculated the date registration was applicable from. We then registered the business for VAT with HMRC. Our client asked us to complete the first VAT Return on their behalf, as we had […]


Purchase of Company Shares »

A client company operated an IT business, and a minority shareholder was leaving the Company. It was important that the outgoing shareholder’s stake in the business was bought off him as part of him leaving the business. One way was for the remaining shareholders to buy the shares off the outgoing shareholder, but this would […]


Raising Funds Via Overdraft »

Our client operated a manufacturing business which was growing and needed an increase in their overdraft facility to fund working capital. Working to a very tight deadline, Red Dot prepared detailed projections to show that the business w as able to fund the increased overdraft. We also were able to promptly supply up to date […]