Tax Planning And Advice

For situations where decisions need to be made and the tax position needs to be properly understood.

We advise on situations where tax needs to be considered before decisions are made.

This is typically where there is a transaction, change in ownership or longer term planning involved, and where the position needs to be clearly understood before proceeding.

Areas we advise on

Business and Shareholder Matters

· Share buy backs
· Company restructures
· Shareholder changes
· Management buyouts
· Business succession planning and exit

Inheritance Tax and Estate Planning

· Planning for estates and lifetime gifts
· Reviewing exposure to inheritance tax
· Access to, and availability of, Agricultural Property Relief and Business Property Relief

Property and Investments

· Property incorporations
· Structuring property ownership

Capital allowances planning

· Planning for capital allowance claims on property and other qualifying expenditure
· Maximising available reliefs on capital spend
· Identifying opportunities within existing or historic expenditure
· Ensuring claims are aligned with wider tax planning

HMRC Clearances and Technical Advice

· Advance clearance applications
· Reviewing proposed transactions

Additional Tax Considerations

Where relevant, we also advise on:

Capital gain tax arising on disposals and restructuring

Corporation tax implications of transactions and planning

Income tax implications, including extraction of funds

Stamp Duty Land Tax implications on property transactions and structuring

Interaction between different taxes to ensure the overall position is aligned

Approach

We focus on understanding your position in detail, setting out the available options clearly, and identifying any risks or areas of uncertainty.
Where appropriate, this may include valuations or the use of trusts as part of wider planning, ensuring everything is aligned with your overall objectives.
Our focus is on providing advice that is clear, considered and capable of being implemented in practice.

Next Steps

If you would like to discuss your situation, please get in touch and we can arrange a call.

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