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Accountants

We are able to “partner up” with accountancy practices to assist with any tax issues that might arise, including:

  • Employee share schemes
  • Tax planning for property investments
  • Share restructuring, management buy-outs
  • Succession Planning
  • Tax & CIS investigations
  • Independent valuation of private limited trading and investment companies
  • Capital allowance reviews
  • Ad hoc tax queries.

Advice can be provided to the taxpayer directly or via the accountancy practice, at the preference of the accountant.

Also on offer to qualified accountants is our Tax Sounding Board service.

Click here to read a testimonial provided by an accountant.

Financial Advisors

During discussions with their clients, it is common for financial advisors to identify tax planning opportunities or tax hurdles to achieving financial goals.

Typically, tax issues around capital gains tax and inheritance tax are encountered. We are experienced in working alongside advisors to provide clients with solutions.

Click here to read a testimonial provided by a Chartered Financial Planner.

Legal Professionals

Solicitors advising their clients may identify tax issues that need to be overcome. We are happy to assist solicitors and their clients in such cases where tax issues are thrown up.

Tax issues in relation to trusts and estates, marital splits, corporate restructuring, and capital gains tax planning are just some of the areas in which solicitors have sought our specialist advice.

We can also provide assistance as a CPR compliant expert witness in relation to tax matters.

Click here to read a testimonial provided by a solicitor.