You are using an outdated browser. Upgrade your browser today for a better experience of this site and many others.

Why Your Month-9 Tax Planning Meeting Could Be the Most Important One of the Year

Running a beauty, hair or aesthetics business means juggling a lot — clients, staff, treatments, stock, marketing and growth plans.

Tax planning often slips to the bottom of the priority list… until a bill lands and causes stress.

But there is one key meeting that can dramatically change how confident and in control you feel financially — and most beauty business owners don’t even realise it exists.

That meeting is your Month-9 Tax Planning Meeting.

What Is Month-9?

Month-9 is the ninth month of your company’s financial year. By this stage:

  • Around 75% of the year has already passed
  • Your income and costs show clear trends
  • Your profit position is no longer guesswork
  • There is still time to make meaningful changes before year-end

It’s the ideal moment to step back and ask:

“Where is my business heading — and what can I still influence?”

Why Month-9 Matters for Beauty, Hair & Aesthetics Businesses

The beauty industry grows quickly, and with growth comes complexity.

Month-9 is critical because it allows us to clearly see:

  • which treatments are genuinely profitable
  • whether your VAT position is correct
  • what your Corporation Tax bill is likely to be
  • whether your salary and dividends are structured efficiently
  • if cashflow pressures are likely later in the year

Once year-end arrives, most of these decisions are locked in.

Month-9 is when you still have control.

What Happens in a Month-9 Tax Planning Meeting?

This is not a box-ticking exercise.

It’s a strategic conversation about your business and your future.

At Hammond & Co, a Month-9 meeting typically includes:

1️⃣ Reviewing your year-to-date performance

We look at how your business has actually performed so far — not just what the bank balance suggests.

2️⃣ Understanding your projected tax position

You’ll receive a clear estimate of:

  • Corporation Tax
  • VAT liabilities
  • how much cash should be set aside

No surprises. No last-minute panic.

3️⃣ Salary and dividend planning

We review whether you’re paying yourself in the most tax-efficient way and whether changes before year-end could reduce your tax bill.

4️⃣ Identifying legal tax-saving opportunities

This may include:

  • timing equipment or machine purchases
  • training and professional development
  • pension contributions
  • stock-buying strategies
  • reviewing director loan accounts

These opportunities only exist before the year ends.

5️⃣ VAT review for treatments and retail

VAT in beauty and aesthetics can be complex.

Month-9 is the ideal time to spot issues and correct them before they become HMRC problems.

6️⃣ Cashflow planning

We look ahead to quieter periods, busy seasons, payroll changes and supplier costs — so you can plan with confidence.

What Happens If You Skip Month-9?

Without a Month-9 review, many beauty businesses face:

  • unexpected tax bills
  • cashflow pressure near year-end
  • missed tax-saving opportunities
  • incorrect VAT treatment
  • unnecessary stress and uncertainty

Most of these problems aren’t caused by poor performance — they’re caused by poor timing.

How Hammond & Co Supports You at Month-9

At Hammond & Co, we believe tax planning should be proactive, not reactive.

That’s why Month-9 Tax Planning Meetings are a key part of how we support growing beauty, hair and aesthetics businesses.

We help you to:

  • clearly understand your numbers
  • plan for tax before it’s too late
  • avoid nasty surprises
  • make confident business decisions
  • feel genuinely in control of your finances

Final Thought

Year-end accounts tell you what has already happened.

Month-9 planning gives you the power to shape what happens next.

If you run a beauty, hair or aesthetics business and have never had a Month-9 Tax Planning Meeting, you may be missing the most valuable financial conversation of the year.

If you’d like to book your Month-9 review or simply find out more, the team at Hammond & Co would be happy to help.

Our Certification

We are Certified Platinum Xero Partners and Platinum Quickbooks Partners

xero.png intuit-platinum.png xero-mtd.jpg icrp.png CREDAS.pngMTD-platinum.pngISO