TAX ADVICE

TAX ADVICE

tax advice

How do you know if your business is tax efficient? Are there tax reliefs and allowances that you could be missing out on?

Whilst there’s no tax savings benchmark to guide businesses here, you’re more likely to be tax efficient if you’re reviewing your organisation’s position regularly and using an advisor who can go beyond more simple ‘out of the box’ tax planning.

Being tax efficient is not a simple exercise and every case is different. By getting to know your business and its future plans, we’ll ensure you’re making the most of your position.

BUILDING TRUST:

BUILDING TRUST:

Our tax advisors are assigned to individual clients so they can build a close working relationship with you and you can always talk to someone who knows you.

TAX HEALTH CHECKS:

TAX HEALTH CHECKS:

On becoming a client, we’ll meet with you for an initial financial ‘health check’. This involves reviewing your accounts, along with your business plan and any tax solutions that you have in place. We will then summarise our initial recommendations and provide you with more detailed tax advice if you would like us to.

TIMELY ADVICE:

TIMELY ADVICE:

We’ll sit down with you every year to review your tax position in advance of your financial year-end to help maximise your tax efficiency For example, if you want to take advantage of pension planning or tax relief on investments in plant/machinery. Of course, should you need tax advice at any other point throughout the year, we’re here whenever you need us. Please call or fill out the contact form below to find out more.

BUSINESS SALE & ACQUISITIONS

Whether you’re selling a business that has taken years of hard work to build, or are considering buying an existing one, it can be an exciting but complex and sometimes stressful experience. So, as well as adding value from a tax perspective, we’ll take the time to guide you through the deal process and help you understand the key technical points so you can make fully informed decisions.

From the initial valuation and marketing, through to sale negotiations and finalising the deal, we will work hard to ensure you get the very best return from your business deal.

And, whilst we are mindful that a deal needs to complete, we will always highlight any tax risks and explain how they can be managed so you’re aware of all the facts.

OUR EXPERTISE

OUR EXPERTISE

Our specialist areas include pre-sale succession & exit planning, fundraising, Management Buy-Outs (MBOs), Management Buy-Ins (MBIs) and Mergers & Acquisitions (M&A).

THE DEAL PROCESS

THE DEAL PROCESS

If we are instructed early enough, we can provide a realistic business/share valuation to aid negotiations. Our team has lots of experience in this area and can work on a one-off basis if you already have advisors in place.

FINALISING THE DEAL

FINALISING THE DEAL

Whether you are selling or acquiring a business, we can also support you and your legal team in reviewing the Sale and Purchase Agreement/Asset Purchase Agreement, Tax Covenants, Tax Warranties and Loan Note Instruments.

SPECIALIST TAX PLANNING

SPECIALIST TAX PLANNING

We can provide specialist tax planning advice, including Capital Gains Tax (CGT) and Business Asset Disposal Relief (formally Entrepreneurs’ Relief), acquisition structuring, Inheritance Tax (IHT) and your post-sale tax position, as well as identifying any other issues that need to be addressed ahead of the transaction.

CONTACT JON  

SEE MORE INFORMATION BELOW

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We’ll always find the best tax solution for you, even if it makes our work more challenging.

Jon Miles

Tax Director