Company Acquistions , Disposals and Restructuring

Specialist tax and financial support for difficult business changes.

SERVICE DETAILS

* Reduce tax burden when buying or selling companies
Structure and plan transactions with effectiveness
* Identify financial threats and opportunities
* Comply with HMRC and Companies Act requirements
* Support 
with UK and cross-border deals

overview

Regardless of what stage of business acquisition, sale, or reorganisation you are at, our specialist tax advice and financial planning guarantee maximising value with a minimum of risk at all times.

key benefits

* Reduce tax burden when buying or selling companies
Structure and plan transactions with effectiveness
* Identify financial threats and opportunities
* Comply with HMRC and Companies Act requirements
* Support 
with UK and cross-border deals

who is this for?

SME acquisitions and sales of businesses
Succession planning by family businesses
Start-ups consolidation or formation of groups
* Company directors 
exit planning
Transaction support-seeking investors

DOCUMENTS REQUIRED

* Company accounts and financials
Share register and structure
Preliminary drafts of sale/purchase agreement legal
Business/asset valuation documents
* HMRC 
letters where applicable

WHAT'S INCLUDED

* Transaction structuring advice
* Tax due diligence 
review
* Share and asset valuation support
Streamlining Capital Gains Tax and Corporation Tax
* Group restructuring (i.e., share for share exchanges, demergers)
Legal and corporate finance advisers coordination

TURNAROUND TIME

Transaction-dependent — typically 2–4 weeks planning and advisory; implementation times vary with complexity and legal timeline.

Filing Deadline

Transaction-dependent — e.g., 14-day filings with Companies House on share transfers; CT600 annual returns..

Compliance info

We make all transactions HMRC, Companies House, and statute-compliant. Our staff also deal with notification, filing, and compliance for group restructurings and shareholdings.

PRICING NOTE

Fees vary based on number of trustees, assets under management, and complexity of investment activity (e.g. property acquisition, loanbacks).

Use Case Scenarios

Explore examples of how we’ve made tax returns simpler and more accurate.

✅ Exit Strategy for Founders

We guided a founder exiting his business to a bigger group, optimizing Capital Gains Tax reliefs and steering through due diligence.

Family Business Succession

Helped a generation shift with share transfers and valuation strategy, reducing tax exposure.

what we do