0330 17 44 222

Get a quote

Specialist tax

Specialist tax advice for owners and families

Structures, exits, succession and HMRC enquiries, planned carefully and explained clearly.

Get a quote
Call 0330 17 44 222

HMRC enquiries and disputes

If HMRC opens a compliance check or enquiry, we deal with HMRC for you, respond to information requests and work to resolve the matter with as little disruption and risk as possible. Where you disagree with a decision, we handle the dispute professionally from start to finish.

Company structures

  • Holding company structures to organise ownership, control and tax efficiency across several businesses
  • Linked investment companies for tax-efficient portfolio management
  • Demergers to separate trading and investment activities

Property

  • Property portfolio incorporation, including whether incorporation relief may be available and the wider tax costs to weigh up

Families and succession

  • Family investment companies for long-term, generational wealth planning
  • Family business succession, including share buybacks
  • Inheritance Tax reviews and education fees planning

Rewarding staff and planning an exit

  • EMI and employee share schemes to incentivise staff tax-efficiently
  • Company share option plans aligned with business growth
  • Pre-sale planning and employee ownership trusts for a well-structured exit

Other tax advice

We also advise on business disposals, Capital Gains Tax, valuations and IR35 reviews.

Talk it through

Specialist work is quoted individually after an initial conversation about your circumstances.

Book a conversation

Or call 0330 17 44 222

FAQs

Questions we are often asked

Can’t see your question? Call us on 0330 17 44 222.

HMRC has opened an enquiry into my tax return. What should I do?

Contact us before you reply to HMRC. We will review the letter, explain what HMRC is asking for and manage the correspondence for you.

Is incorporating my property portfolio worth it?

It depends on your borrowing, plans and the taxes involved on transfer, including Capital Gains Tax and Stamp Duty Land Tax. We model the numbers for your situation before you decide.

Get started

Ready for an accountant who keeps things simple?

Tell us about your business and we will come back with a fixed fee. No obligation.

Prefer to talk? Call 0330 17 44 222.