Our Services

The following scenarios, in broad terms, illustrate how this service line could support you. 

A situation may arise where a client operates two businesses through separate companies and wishes to consolidate them into one company. 

There might be a scenario where two distinct trades are conducted within a single company, due to disagreement between the shareholders; they would like to split the trades into two separate companies.  

Another common scenario, a company might have accumulated cash reserves beyond its operational needs or assets such as property or office buildings. In this case, it might be prudent to safeguard these assets from creditor risks.   

These types of transactions can be executed in a tax-efficient manner. If you would like to discuss this, please contact us.

Considering retirement or selling your business? We can help you structure a tax efficient exit. 

We can assist in establishing an Employee Ownership Trust (EOT), if suitable to your specific circumstances.  Before Budget 2025, an EOT route was a particularly attractive exit strategy for certain clients. 

Please feel free to contact us, if you would like to discuss this service line. 

This tax is typically charged on a deceased estate that exceeds available allowances and reliefs. Additionally, certain gifts made during an individual's lifetime may also incur this charge. 

If this is a concern for you, please feel free to contact us.

A trust can play a significant role in achieving tax efficient planning. 

Although tax legislation has evolved considerably over the years, trusts remain a valuable planning tool in the rights circumstances. 

Whether you are distributing assets from a trust, calculating periodic IHT charges, winding up an existing trust or planning to set up new trust, we can assist you. 

A tax enquiry or a full-scale investigation (COP8 and COP9) can be stressful and costly for an individual or business. 

We can support you throughout the process and provide clear guidance. We are also happy to offer a second opinion in complex cases where you wish to continue working with your existing advisor. 

We offer share valuation services for standalone trading companies, investment companies, or more complex group structures. 

For instance, a valuation may be necessary for IHT purposes, company sale or during a couple separating, which typically falls under our expert witness line. 

If you need assistance regarding the aforementioned subject matter, please contact us. 

We act as a single joint expert witness for tax and accounting purposes. 

For instance, this may include valuing shares in a company and preparing a report in accordance with Part 25 of the Family Procedure Rules 2010 & Practice Directions. 

We advise on all aspects of SDLT, whether you are calming a relief or simply seeking a second opinion.

We can assist you in establishing a tax-efficient structure, whether you are planning to buy or sell a company, a group of companies, or simply engaging in a trade and assets sale. 

Our tax advisory services ensure that you make an informed decision. Please contact us if you would like to discuss about this service line. 

Broadly speaking, a Family Investment Company (FIC) is a type of company that is taxed like a corporation but operates similarly to a trust. 

An FIC serves as a valuable tax planning vehicle for certain clients. If you are running a successful business or considering setting up a trust, please contact us. 

We can assist you in implementing  a share or an option scheme. Enterprise Management Incentives and Company Share Option Plans are most commonly used in practice. 

These schemes could help companies to reward and retain employees. 

Please call us to discuss this service line. 

This could be for undeclared rental income from a property portfolio or it might involve a contractual disclosure facility. 

Please call us if you would like to discuss this service line. 

Whether you are operating your business as a sole trader or within a partnership/limited liability partnership, we can help you navigate complex situations. 

Please feel free to contact us, if you would like to discuss your situation.