Following a free exploratory meeting, we will review whether your affairs are structured to minimise exposure to all forms of taxation, including Inheritance Tax, Capital Gains Tax, Corporation Tax, Income Tax, National Insurance Contributions and VAT. We will then suggest the best ways to restructure your affairs to provide maximum tax savings.
A Personal Blueprint
Your dedicated senior professional will give you incisive and considered advice. We will then create a bespoke written report which will be used as a relevant blueprint for future discussions with us and our partners.
Business Succession Planning
We advise clients how they can minimise tax in situations where it is proposed at some stage to transfer a business to the next generation of the owner’s family; to pass some shares to employees; to enable a management buy-out by the next tier of management; to sell to a third party; or to float on the Alternative Investment Market or the Stock Exchange.
Personal Wealth Retention
We provide solutions to families and individuals to assist with reducing their tax liabilities, typically on income and on death. We can also advise on particular disposals of assets to reduce Capital Gains Tax.
Business Transaction Support
Whether you are planning to sell a business to a third party, initiate a management buy-out or floatation on the Alternative Investment Market or the Stock Exchange, we can advise you on the optimum deal structure to reduce your tax liabilities. We will also consider the commercial and tax effects of any deferred or variable (e.g. earn-out) consideration for the deal. If you are the purchaser, we will conduct due diligence to confirm precisely what you are buying, and highlight any liabilities.
Tax Rates 2023/2024
See the main thresholds and allowances for the 2023/2024 tax year
If you would like to find out more about our services and how we can help you, please fill out the form below.