* 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
* 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
* 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
* Company accounts and financials
* Share register and structure
* Preliminary drafts of sale/purchase agreement legal
* Business/asset valuation documents
* HMRC letters where applicable
* 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
Transaction-dependent — e.g., 14-day filings with Companies House on share transfers; CT600 annual returns..
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.
* 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