Optimise Your Tax Position
Tax Specialists Who Understand Business
As a business owner, you need tax advice that is both technically robust and commercially astute. Our specialists combine technical excellence with real-world understanding to deliver advice that stands up to scrutiny and supports confident decision-making. We take the time to understand your ambitions, challenge assumptions, and identify opportunities that create lasting value.
For your business, your family, and your future.
Preserving Family Wealth through Strategic Inheritance Planning
Protecting family wealth across generations requires foresight and expert advice. Transferring assets during life or on death can create significant tax liabilities, but these can often be reduced through careful planning. With upcoming changes to Business Relief (BR) and Agricultural Relief (AR), our Inheritance Tax (IHT) specialists help structure estates and pension assets to pass wealth efficiently and tax-effectively.
Topical solutions involve:
Family Investment Companies (FICs) • Personal Investment Companies (PICs) • Growth Shares • Pension Fund Solutions • Personal Residence & Emigration
Optimising Business Structures for Tax Efficiency
Business structures evolve, and changes—whether a sale, demerger, or employee incentive plan—can have significant tax implications. Our tax advisory team provides specialist guidance to create tax-efficient group structures, manage exits, and design incentive schemes that align with commercial goals. With careful planning, businesses can unlock value, mitigate risk, and stay prepared for future opportunities.
Our services include:
Corporate Groups • Capital Reduction Demergers • Employee Incentivisation • Business Exit Planning • Defined Benefit SSAS • Corporate Residence
Strategic Business Succession Planning
Retirement often coincides with passing on a business, and whether to family, employees, management, or a third party, these transitions involve complex tax considerations. Our team advises on succession strategies that minimise tax, protect value, and support long-term goals. We provide tailored solutions for UK residents and non-residents, ensuring every client’s unique circumstances are reflected in a clear, practical plan.
Contact us for a discussion about:
Management Buy Out (MBO)• Family Buy Out (FBO) • Employee Ownership Trusts (EOT) • External Sales • Business & Residential Property • Tax Valuations
