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Taxation Services

With the fast-moving pace of today’s corporate landscape, it’s increasingly important to grasp how the evolving tax environment influences you and your business.

We provide a comprehensive range of tax advisory services to entrepreneurs and their businesses. We focus on providing strategic tax advice to our clients and seek to deliver the most appropriate tax solutions to fit their needs. Our objective is to ensure that the best tax advice is available to our clients before, during and after major business transactions.

Our suite of tax advisory services

We offer tax due diligence services that provide our clients with a comprehensive analysis of potential tax liabilities and benefits, identifying risks and opportunities in target companies to help them optimise value and make informed decisions. Our expertise covers both buy-side, where we perform pre-acquisition due diligence, and sell-side, where we conduct exit readiness assessments and vendor due diligence.

We also provide support with mergers and acquisitions, offering pre-transaction structuring advice, deal transaction tax support, and post-transaction tax planning. For family wealth management and succession planning, we offer advice on family trusts and family investment companies, along with support for succession planning.

Additionally, our corporate restructuring advice includes tax-efficient share investments and the development of employee share schemes.

Overview

Tax due diligence

Buyside – pre-acquisition due diligence
Sellside – exit readiness assessments and Vendor due diligence

Support with mergers and acquisitions to include:

Pre-transaction structuring advice
Deal transaction tax support
Post-transaction tax planning

Family wealth management and succession planning:

Advice on family trusts and family investment companies
Support with succession planning

Corporate restructuring advice:

Tax efficient share investments
Employee share schemes

Tax compliance services

We offer comprehensive services to ensure our clients’ self-assessment tax obligations are met efficiently and accurately. Our clientele includes high-net-worth individuals seeking tailored tax solutions, as well as shareholders of both local and national corporations navigating complex tax structures. We also support local entrepreneurs by managing their self-assessment tax obligations with precision. Additionally, we assist non-domiciled UK resident taxpayers in navigating the evolving landscape of tax legislation as it applies to their unique circumstances. Finally, we work with trusts, ensuring that trustees fulfil their obligations accurately and efficiently, providing peace of mind to both trustees and beneficiaries.

Transaction services

We provide a value-added due diligence service, tailoring our approach based on your reporting requirements, project timetable and available information, to provide all parties with the confidence and peace of mind needed before proceeding with any transaction.

Our partner-led assignments involve a hands-on approach by highly skilled and experienced professionals. We have provided services to corporate clients, private equity investors and financial institutions across the UK and Ireland.

Our services include:

Buyside – pre-acquisition due diligence and completion support (completion mechanism advice & SPA support)
Sellside – exit readiness assessments, Vendor due diligence, completion support
Refinancing – refinancing due diligence, IBRs