* Tax-effective reorganisation proposals
* Help with mergers, demergers and reorganisations of groups
* Minimising risk, cost, and disruption
* Companies House and HMRC compliance
* Expert advice on shareholder or ownership change
* Tax-effective reorganisation proposals
* Help with mergers, demergers and reorganisations of groups
* Minimising risk, cost, and disruption
* Companies House and HMRC compliance
* Expert advice on shareholder or ownership change
* Limited companies considering a change in ownership or shareholding
* Family businesses passing control
* SMEs demerging or merging business units
* Directors succession planning out or retiring
* Groups needing simplification or consolidation of structure
Company structure charts or share registers
Latest accounts and financial statements
Shareholder agreements or partnership deeds
Details of proposed ownership or operational changes
HMRC correspondence (if relevant)
Initial consultation and restructuring roadmap
Tax and commercial impact assessment
Support with share transfers or company divisions
HMRC clearance applications (where applicable)
Companies House filings and documentation
Ongoing advisory throughout the transition
No statutory deadline, but timely execution is critical. We ensure Companies House and HMRC deadlines are met during the process.All restructures comply with UK Company Law, HMRC’s CTM and CGT reorganisation rules, and are guided by Chartered Tax Adviser standards.
Explore examples of how we’ve made tax returns simpler and more accurate.
✅ Preparing for Investment
A growing consultancy wanted to reorganize for external funding. We streamlined their share structure, aligned ownership with terms of funding, and pre-transacted clearance to HMRC.
✅ Family Business Ownership Transition
A hospitality business owned by a family wanted to hand over ownership to the next generation. We facilitated tax-free share transfer, structure filing revisions, and followed inheritance planning.
* 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
* Complete control of pension investment policy
* Contribute tax-deductibly as a company director
* Borrow money back from your company (loanback facility)
* Invest in commercial property or equities
* Leave pension wealth tax-free to dependents
* Avoid high fees paid to large pension providers
* Transparency of probate and inheritance tax
* Accurate valuations and tax workings to estates
* Support with HMRC and reporting on estates
* Reduce risk of error or penalty
* Compassionate, professional advice at trying times
* Tax-effective reorganisation proposals
* Help with mergers, demergers and reorganisations of groups
* Minimising risk, cost, and disruption
* Companies House and HMRC compliance
* Expert advice on shareholder or ownership change
* Strategic guidance on fund raising or business exit
* Guidance on mergers, acquisitions, or business sale
* Optimize value through best tax and deal structuring
* Projections, financial modelling, and investor preparation
* Confidential and professional service from the start
* Detect fraud, misstatements, and financial irregularities
* Deliver succinct, precise forensic reports
* Litigation support, HMRC case work, and audit support
* Assisting with professional, experienced discretion
* Protect your business from financial loss