About

Specialist UK tax adviser providing advice on restructuring, inheritance tax planning and complex tax matters.

alongside preparation of accounts and tax returns for clients and accountants.

Vortax provides specialist tax advice on transactions, restructuring and longer-term planning.

We work with business owners, individuals and accountants where the tax position needs to be properly understood before decisions are made.

Our focus is on providing clear, practical advice in areas that are often more complex and require careful consideration.

Background

The firm is led by Chris Lock, a Chartered Tax Adviser and Fellow of the Association of Chartered Certified Accountants.


Chris has experience advising across a range of areas including
· Business restructures and shareholder transactions
· Share buy backs and ownership changes
· Inheritance tax and estate planning
· Property structuring and incorporations
· HMRC clearances and technical tax matters

Vortax was established to focus on delivering specialist tax advice, particularly in situations where a more considered and structured approach is required.

Chris works closely with clients and their existing advisers to provide clear, practical tax advice.

What We Do

We advise on tax matters where the position is not always straightforward and where decisions can have a significant financial impact.

This often involves:
· Transactions and changes in ownership
· Longer term planning for individuals and business owners
· Structuring assets in a tax efficient and practical way
· Supporting accountants with more technical areas of tax

In many cases, our work forms part of a wider process involving other advisers.

How We Work

Clients deal directly with a specialist throughout.

We focus on:
· Understanding the position in detail
· Setting out the available options clearly
· Identifying risks and areas of uncertainty
· Providing advice that is practical and can be implemented

We aim to keep things clear and straightforward, even where the underlying position is more complex.

Where appropriate, we work alongside accountants and solicitors to ensure everything is aligned and implemented correctly.

The focus throughout is on providing advice that is clear, considered and capable of being implemented in practice.

Working With Accountants and Advisers

A significant part of our work is supporting accountants and other professional advisers on more complex tax matters.

This may involve:

Providing technical input on specific transactions
Supporting client discussions
Assisting with HMRC clearances
Working as part of a wider advisory team

This approach allows clients to benefit from specialist input while maintaining their existing relationships.

Who We Work With

Business owners
Individuals with more complex tax affairs
Property investors
Accountants requiring specialist tax input
Solicitors and other professional advisers

Why clients work with us

Clients typically engage us where:

· The tax position is more complex or uncertain
· A transaction or change in ownership is being considered
· There is a need to understand the risks before proceeding
· Clear, practical advice is required rather than theoretical analysis

We focus on providing advice that is clear, commercially sensible and capable of being implemented in practice.

Approach

Our focus is on ensuring that clients understand both the opportunities and the risks before making decisions.

Many clients initially engage us for advice on a specific matter and then choose to continue working together on an ongoing basis, ensuring their position remains aligned over time.

Next Steps

If you require a valuation, or expect one may be needed as part of a transaction or planning exercise, please get in touch and we can discuss your position.
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