Tax planning strategies

As tax advisers we recognise that many businesses require more than basic tax planning. Using our considerable experience in a number of specialist areas we offer the following solutions:-

Transaction Review

Minimising the tax implications of company re-constructions, mergers, acquisitions, disposals and amalgamations. Such transactions can be structured in such a way that valuable tax breaks minimise tax costs.  Careful planning is essential to avoid tax pitfalls.

Research & Development and Land Remediation Relief Claims

Many businesses in the UK invest heavily in new technologies. Valuable tax relief is available for R&D expenditure and for the costs of cleaning up brownfield land sites.  We have considerable experience of working with our clients to maximise these claims.

Property purchase and sale

Commercial property transactions can be structured extremely tax efficiently if planned prior to exchange of contract. The techniques that we use can produce the following results:-

  • Stamp Duty savings for purchasers
  • VAT savings by carefully structuring transactions as a transfer of going concern
  • Maximise the retention of capital allowances for vendors
  • Maximise the availability of capital allowances for purchasers

Specialist Capital Allowance Surveys

We offer a full survey service aimed at surveying commercial properties with a view to maximising capital allowance claims. This can produce massive tax savings for purchasers of commercial property with, typically, 30% of a modern office building qualifying for this relief.

Tax Efficient Extraction of Income

With a combined tax and NIC rate of well over 50% for successful entrepreneurs extracting income from their companies by way of salary and/or dividends, we offer a range of strategies to significantly reduce, and potentially eliminate, this tax cost.  We have many examples of profits of over £200,000 being extracted at no tax cost!

Key employees

For key employees we can advise on the use of the Enterprise Management Incentive Scheme and other share schemes to retain, reward and incentivise key employees.

Contractors (IR35) Solutions

We have a strategy that ensures Contractors avoid IR35 problems and at the same time increases their take home pay substantially!

Exit strategies and Succession planning

We have strategies to match your needs and minimise the tax leakage on succession.  Our approach is centred on identifying the best solution for you, your family and your business.

Retaining your wealth

We offer tax planning to minimise the capital gains tax and inheritance tax liabilities that can arise during lifetime and on death. For more information on the use of Trusts in Estate Planning follow this link.