Tax Planning

We're here to guide you towards a successful and profitable business exit. We cover multiple types of exit including trade sales, Management Buyouts (MBOs), and Employee Ownership Trusts (EoTs). We can also support you if you're acquiring another business, making all the financial aspects of the process as seamless as possible. Read more on our Mergers, Acquisitions and Exits service.

We'll analyse and determine a realistic valuation for your business. This can be helpful for mergers, acquisitions and exits but also for negotiations, employee share schemes and legal documentation.

We will structure your personal tax affairs in the most efficient way. Our Personal Tax Team will look at ways to mitigate costs and help with all the documentation too.

We will ensure that you are structuring your remuneration from your business in the most tax-efficient way possible. We'll look at the income needs of your family, and make sure you are maximising any tax reliefs available. We'll also take into account any other sources of income. 

When restructuring a company, detailed careful consideration needs to be paid to the intricacies of the process. You'll need a specialist like us on hand for this. Whether it's setting up a holding company, de-merging an existing group, or corporate restructuring, we will advise on the best course of action and shoulder the weight of the process throughout.

We support clients in managing their shares. This includes transferring to spouses, bringing in family members to the business, giving shares to employees and creating different share classes.

We'll support you with future planning, ensuring your wealth is well looked after and as tax-efficient as possible across tax, mortgages, pensions and investments. We carry out this work with our brilliant Financial Planners.

We'll give you tailored advice on the best package of benefits to offer your employees in the most tax-efficient way. This could include things like company cars, trivial benefits, gym memberships, and more.

We will review your annual allowances and advise on what level of pension contributions you can make each year. We'll also outline any tax implications and make tailored recommendations based on your circumstances.

If you're paying private school fees we can help you to finance these in the most tax-efficient way possible.

Ensure your assets are protected for the future. Through strategic planning, there are ways to reduce your Inheritance Tax and safeguard your estate for the benefit of those around you. Our Inheritance Tax blog has some top tips for more reading. 

We support clients with their rental portfolios, second homes, and with passing property down to the next generation. We also advise on the most tax efficient way to own multiple properties.

There are tax reliefs available on incorporating and disincorporating companies, we can advise on the process and options that are best for you.

This includes advising on whether or not you are a UK resident for tax purposes. As UK tax advisors, we can advise on tax obligations and strategy.

We're available to give additional ad-hoc advice on different scenarios. Talk to us about your tax and wealth situation and we'll do our best to help.