Tax Consultancy

The Fine Art of Saving Tax

Following an exploratory meeting, we review whether your affairs are structured to minimise exposure to all forms of taxation, including Inheritance Tax, Capital Gains Tax, Corporation Tax, Income Tax, National Insurance Contributions and VAT. Only then do we suggest the best ways in which we can restructure your affairs to provide maximum tax savings.

Our special fixed fee policy offers the best of both worlds. No unquantifiable hourly charges or hidden surprises. Just original works, crafted exactingly by professionals to meet your business needs, with ease of budgeting guaranteed.

A Personal Blueprint

Your relationship will be with a dedicated senior professional, who will give you incisive and holistic advice. Your adviser will create a bespoke written report for you, which will be used as a unique blueprint for future discussions. We also offer access to other specialists such as independent financial advisers and your general practice contact.

Business Succession Planning

Our in-house experts often advise clients how they can minimise tax in situations where it is proposed at some stage to transfer a business to the next generation of the owner’s family; to pass some shares to key employees; to enable a management buy-out by the next tier of management; to sell to a third party; or to float on the Alternative Investment Market or the Stock Exchange.

Personal Wealth Retention

We provide solutions to families to assist with reducing their tax liabilities, typically on income and on death. We might also advise on particular disposals of assets to reduce Capital Gains Tax. These solutions often involve the use of trusts, a concept which we are keen to introduce with a minimum of jargon.

Business Transaction Support

Where you’re planning to sell a business to a third party, initiate a management buy-out or a flotation on the Alternative Investment Market or the Stock Exchange, we can advise you on the optimum deal structure to reduce your tax liabilities. We’ll also consider the commercial and tax effects of any deferred or variable (e.g. earn-out) consideration for the deal. On the other hand, where you are the purchaser, we will conduct due diligence to confirm precisely what you are buying and to highlight potential liabilities - a collaborative exercise between our audit and tax consultancy departments.

Business Wealth Retention

You work hard to earn profits in your business and we offer advice on how it can be structured to minimise the tax you pay and how you can use the profits. Or, in the unfortunate circumstances of losses having been made, we’ll help you utilise those losses most effectively for the best possible outcome.