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:
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:
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:
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 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
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
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
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.
SEE MORE INFORMATION BELOW
Services
I'm a business
If you’re busy running a business with the multitude of responsibilities that this brings, there are rarely enough hours in the day. So, it can be challenging to keep up with compliance and spend time analysing your accounts to make the most of every opportunity. This is where we can really help…
Business
Starting a Business
Making the decision to start a business is an exciting but sometimes daunting one...
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Annual Accounts Compliance and Reviews
Running a business can be relentless, but you still need to ensure all your financial basics are done correctly and on time...
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Running Your Business
Being a business owner is a complex juggling act; you’re constantly planning and keeping everything in check, as well as making important decisions on a daily basis.
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Growing Your Business
Where do you see your business in five or ten years’ time?
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Cloud Accounting
Running a business can feel like an uphill battle if you’re not armed with the right information.
Business
Exiting your business
How much is my business worth? Should I sell up, winddown or retire and when is the best time to leave?
Business
Audits
Audits are often viewed as just a compliance process that does not add any real value.
We’ll always find the best tax solution for you, even if it makes our work more challenging.
Jon Miles
Tax Director