Recent Experience

Recent projects we have been involved in include:

Tax planning to mitigate business profits

Incorporation of a business to minimize tax on profits, including capital gains tax planning
Reorganizations, amalgamations and partitions of businesses
Business sale/cessation planning
Tax due diligence on the acquisition of a company

Tax clearances

Property tax: review of the structure of investments, including use of a company or direct ownership; interest deductions; capital allowances; issues on the acquisition or sale of property; trading or investment; and joint ventures

Stamp duty land tax (SDLT) planning

Capital gains tax and inheritance tax planning for wealthy families
Capital gains tax (including ER) issues on the sale or liquidation of a company
Capital gains tax planning on the sale of investment property
Non resident capital gains tax (NRCGT) computations and returns for 'Ex-pats' who have retained then sold their UK home

Inheritance tax advice, including complex estates and capital gains tax issues

Research and Development tax credits
Corporation tax aspects of loan funding
Corporation tax advice including the in-house preparation of company accounts and tax returns

Share valuations

EIS/SEIS investments, advising the company and the investors

EMI share optionsĀ 
Employment-related shares

General advice on day to day transactions

Assistance with HMRC queries on submitted tax returns

Personal tax (including the Statutory Residence Test)

Voluntary sector and not for profit organizations, including advice on gifts to charities