Our Service Pillar
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Personal Tax & Private Client
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Corporate Tax & Business Advisory
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International Tax (Personal & Corporate)
-
Employee Equity & EOTs
-
Trusts, Estates & Inheritance Tax
-
Wealth & Financial Planning
-
Transaction Tax & Tax Due Diligence
Primary Clients
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Individuals, HNWIs, Families & Directors
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Limited Companies, Groups & Employers
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Expatriates, Non-Doms, Global Groups & Inward Investors
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Founders, Growth Businesses & Corporate Employers
-
Family Estates, Landowners & Business Owners
-
Private Wealth & Corporate Shareholders
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Company Sellers, Buyers & Acquirers
Individual (Personal) Tax Services
Target Audience: Individuals, Private clients, (U)high-net-worth individuals (U/HNWIs), directors, & families.
-
Personal self assessment tax returns
-
Family Investment Company (FIC) (private wealth & family succession structuring)
-
Share schemes for employees (employee equity, tax implications, and participation)
-
Tax allowances, reliefs & exemptions (personal allowances, capital gains reliefs, & deductions)
-
Tax planning (personal wealth preservation & income/capital gains tax optimisation)
-
Tax investigation services (HMRC enquiries, compliance checks, & disclosures for individuals)
-
Tax dispute resolution (representing private clients in HMRC appeals & settlement negotiations)
Private Client: IHT, Trusts & Estate Planning
Target Audience: High-Net-Worth Individuals (HNWIs), family businesses, landed estates, and trustees.
-
Inheritance Tax (IHT) Strategy & Asset Reliefs:
-
Lifetime gifting programs, Potentially Exempt Transfers (PETs), and spousal nil-rate band optimisation.
-
Business Property Relief (BPR) and Agricultural Property Relief (APR) strategy: Structuring trading companies, unquoted shares, agricultural land, and farm buildings under current relief caps (£2.5m per individual at 100% relief, with qualifying value above that receiving 50% relief, giving an effective 20% rate).
-
Structuring life insurance under trust to fund dry tax liabilities on unquoted and agricultural assets.
-
-
Trust Creation, Administration & FICs (Family Investment Companies):
-
Establishing and administering Discretionary Trusts, Interest-in-Possession Trusts, and Bare Trusts for asset protection.
-
Setting up Family Investment Companies (FICs) as flexible corporate alternatives to traditional trusts for accumulating investment wealth.
-
Trust tax compliance: Annual Trust and Estate Tax Returns (SA900), Trust Registration Service (TRS) filings, 10-year periodic charges, and capital exit charge calculations.
-
-
Estate Succession & Family Governance:
-
Cross-border legacy planning, tax-efficient Will structures, and Letters of Wishes.
-
Multi-generational wealth transition and financial literacy for next-gen beneficiaries
-
Financial Planning & Wealth Management
Target Audience: Individuals, business owners, and families seeking long-term financial security and capital growth.
-
Core Financial Planning & Modeling (Individuals & companies):
-
Comprehensive lifetime cash flow modeling to stress-test goals and evaluate "what-if" scenarios.
-
The 5-step structured financial planning framework: goal setting, diagnostic review, strategy design, implementation, and regular portfolio monitoring.
-
Specialised education and family funding strategies (e.g., Junior ISAs, tuition trust reserves).
-
-
Investment Portfolio Architecture (Individuals & companies):
-
Risk profiling, strategic asset allocation (equities, fixed income, real estate, alternatives).
-
Discretionary portfolio construction, ongoing rebalancing, and benchmark performance reporting.
-
Tax-advantaged portfolio wrappers: ISAs, Enterprise Investment Schemes (EIS), and Seed Enterprise Investment Schemes (SEIS).
-
-
Retirement & Pension Structuring (Individuals):
-
Self-Invested Personal Pensions (SIPPs), Small Self-Administered Schemes (SSAS).
-
Retirement decumulation, flexible income drawdown strategies, and lifetime tax-relief maximisation.
-
Company (Corporate) Tax Services
Target Audience: Limited companies, corporate groups, and employers.
-
Tax planning (corporate structuring, profit extraction, and group planning)
-
Tax returns (CT600)
-
Company VAT returns
-
Share schemes for businesses (corporate design and implementation of EMI, CSOP, and executive incentives)
-
Substantial Shareholding Exemption (SSE): Structuring corporate disposals to achieve 0% Corporation Tax on capital gains realised when selling shares in trading subsidiaries.
-
Stamp Duty on Share Transactions: Structuring share transfers, s77 relief declarations, and corporate reorganisations to minimise or exempt 0.5% Stamp Duty on shares.
-
VAT advisory services (registrations, partial exemption, land & property, and transactions)
-
Tax governance (corporate tax risk management, compliance frameworks, and boardroom controls)
-
Tax allowances, reliefs and exemptions (capital allowances, corporate reliefs, and losses)
-
R&D tax relief
-
Land remediation relief
-
Tax investigation services (HMRC corporate tax enquiries, employer compliance, and audits)
-
Tax dispute resolution (corporate HMRC disputes, formal appeals, and tribunal representation)
Employee Share Schemes & Business Succession
Who it is for: Company founders, expanding corporate groups, directors, and key management teams.
Why: Aligning key employees with long-term enterprise growth, establishing tax-advantaged equity retention, and executing exit strategies via Employee Ownership Trusts.
-
Enterprise Management Incentives (EMI):
-
Discretionary, tax-advantaged share options for qualifying trading companies.
-
Valuation agreement with HMRC (Shares and Assets Valuation).
-
Structuring exit-only or performance-vesting options.
-
Capital Gains Tax and Business Asset Disposal Relief (BADR) optimisation on exercise/sale.
-
-
Company Share Option Plans (CSOP):
-
Approved discretionary equity schemes for mid-to-large corporates not qualifying for EMI.
-
Granting up to £X0,000 worth of market-value options per employee.
-
Favourable tax treatment post-holding period (free from Income Tax & NIC).
-
-
Employee Ownership Trusts (EOTs):
-
Structuring complete or majority (over 50%) company sales to an employee-owned trust.
-
Qualifying for 0% Capital Gains Tax on founder/shareholder business disposals.
-
Annual Income-Tax-free cash bonus structures for all qualifying staff (up to £X,XXX/year).
-
Clearances, funding structures, and independent trustee governance setup.
-
-
Other Share Schemes & Growth Equity:
-
Growth shares, flowering shares, and phantom share schemes for bespoke reward tiers.
-
Unapproved option agreements for consultants and international team members.
-
Share-for-share restructuring and equity reclassification.
-
-
Employment Related Securities (ERS) & Form 42:
-
Compliance under the strict Employment Related Securities provisions.
-
Annual online HMRC ERS reporting and scheme registration.
-
Management of Section 431 elections to restrict future Income Tax charges on restricted stock.
-
Vendor Tax Due Diligence & Pre-Sale Readiness
When business owners prepare to sell, buyers will bring in their own forensic teams. Offering Vendor Tax DD allows the seller to:
-
Identify and fix historic tax exposures (PAYE, IR35, VAT, ERS, R&D claims) before the buyer's accountants find them.
-
Defend enterprise value by preventing buyers from chipping away at the purchase price or demanding massive tax indemnities and escrow holdbacks.
-
Accelerate the deal timeline by preparing a clean, vendor-led tax pack for the virtual data room (VDR).
Transactions & Exit Planning
Vendor Tax Due Diligence (Sell-Side Tax DD):
-
Pre-Sale Tax Health Check & Risk Remediation: Forensic audit of historical Corporation Tax, VAT, PAYE/NIC, and overseas footprints to identify hidden tax liabilities before going to market.
-
Historic Relief & Claim Audits: Stress-testing previously claimed R&D tax credits, Capital Allowances, and Patent Box profits to ensure they will withstand buyer scrutiny.
-
Employment Tax & Equity Reviews: Verifying historic compliance for EMI schemes, unapproved share options, Form 42/ERS filings, and contractor/IR35 statuses.
-
Vendor Due Diligence (VDD) Report & Data Room Support: Preparing formal, defensible tax diligence packs for the data room to streamline buyer review and support non-negotiable pricing.
International Tax Services for Individuals & Private Clients
Target Audience: individuals, global families, international estates, Expatriates, non-domiciled individuals, digital nomads.
-
Non-Domicile & Declaring International Income: Reporting foreign dividends, employment income, rental proceeds, and capital gains while applying appropriate relief mechanisms.
-
Statutory Residence Tests (SRT) & Dual-Tax Residency: Managing day counts, tie-breaker tests under Double Taxation Treaties, and mitigating split-year tax issues across differing jurisdictions.
-
Foreign Income and Gains (FIG) Planning: Navigating post-remittance-basis rules, overseas workdays relief, and historic offshore income structures.
-
Expatriate Tax Equalisation & Cross-Border Remote Working: Structuring cross-border compensation packages to maintain tax neutrality and avoid inadvertent double taxation.
-
Cross-Border Estate & Succession Planning: Managing estate and inheritance tax exposure across multiple jurisdictions, navigating differing inheritance laws, forced heirship rules, and foreign probate requirements.
-
Offshore Trust & Asset Protection Advisory: Compliance and taxation for non-resident trusts, offshore companies, and underlying asset structures.
Key Cross-Border Principle: Jurisdictional Differences
Tax laws, treaty networks, reporting thresholds, and compliance mechanisms vary significantly across countries and jurisdictions. Cross-border tax strategy must be tailored specifically to the interplay between the domestic legislation of the relevant territory and applicable Double Taxation Conventions (DTCs).
Our Services
From private client self-assessment, inheritance tax, and offshore residency to corporate restructuring, equity incentives, and cross-border transfer pricing, we deliver elite technical tax mastery to protect individuals and empower growing companies
Our Service Pillar
-
Personal Tax & Private Client
-
Corporate Tax & Business Advisory
-
International Tax (Personal & Corporate)
-
Employee Equity & EOTs
-
Trusts, Estates & Inheritance Tax
-
Wealth & Financial Planning
-
Transaction Tax & Tax Due Diligence
Primary Clients
-
Individuals, HNWIs, Families & Directors
-
Limited Companies, Groups & Employers
-
Expatriates, Non-Doms, Global Groups & Inward Investors
-
Founders, Growth Businesses & Corporate Employers
-
Family Estates, Landowners & Business Owners
-
Private Wealth & Corporate Shareholders
-
Company Sellers, Buyers & Acquirers
Individual (Personal) Tax Services
Target Audience: Individuals, Private clients, (U)high-net-worth individuals (U/HNWIs), directors, & families.
-
Personal self assessment tax returns
-
Family Investment Company (FIC) (private wealth & family succession structuring)
-
Share schemes for employees (employee equity, tax implications, and participation)
-
Tax allowances, reliefs & exemptions (personal allowances, capital gains reliefs, & deductions)
-
Tax planning (personal wealth preservation & income/capital gains tax optimisation)
-
Tax investigation services (HMRC enquiries, compliance checks, & disclosures for individuals)
-
Tax dispute resolution (representing private clients in HMRC appeals & settlement negotiations)
Private Client: IHT, Trusts & Estate Planning
Target Audience: High-Net-Worth Individuals (HNWIs), family businesses, landed estates, and trustees.
-
Inheritance Tax (IHT) Strategy & Asset Reliefs:
-
Lifetime gifting programs, Potentially Exempt Transfers (PETs), and spousal nil-rate band optimisation.
-
Business Property Relief (BPR) and Agricultural Property Relief (APR) strategy: Structuring trading companies, unquoted shares, agricultural land, and farm buildings under current relief caps (£2.5m per individual at 100% relief, with qualifying value above that receiving 50% relief, giving an effective 20% rate).
-
Structuring life insurance under trust to fund dry tax liabilities on unquoted and agricultural assets.
-
-
Trust Creation, Administration & FICs (Family Investment Companies):
-
Establishing and administering Discretionary Trusts, Interest-in-Possession Trusts, and Bare Trusts for asset protection.
-
Setting up Family Investment Companies (FICs) as flexible corporate alternatives to traditional trusts for accumulating investment wealth.
-
Trust tax compliance: Annual Trust and Estate Tax Returns (SA900), Trust Registration Service (TRS) filings, 10-year periodic charges, and capital exit charge calculations.
-
-
Estate Succession & Family Governance:
-
Cross-border legacy planning, tax-efficient Will structures, and Letters of Wishes.
-
Multi-generational wealth transition and financial literacy for next-gen beneficiaries
-
Financial Planning & Wealth Management
Target Audience: Individuals, business owners, and families seeking long-term financial security and capital growth.
-
Core Financial Planning & Modeling (Individuals & companies):
-
Comprehensive lifetime cash flow modeling to stress-test goals and evaluate "what-if" scenarios.
-
The 5-step structured financial planning framework: goal setting, diagnostic review, strategy design, implementation, and regular portfolio monitoring.
-
Specialised education and family funding strategies (e.g., Junior ISAs, tuition trust reserves).
-
-
Investment Portfolio Architecture (Individuals & companies):
-
Risk profiling, strategic asset allocation (equities, fixed income, real estate, alternatives).
-
Discretionary portfolio construction, ongoing rebalancing, and benchmark performance reporting.
-
Tax-advantaged portfolio wrappers: ISAs, Enterprise Investment Schemes (EIS), and Seed Enterprise Investment Schemes (SEIS).
-
-
Retirement & Pension Structuring (Individuals):
-
Self-Invested Personal Pensions (SIPPs), Small Self-Administered Schemes (SSAS).
-
Retirement decumulation, flexible income drawdown strategies, and lifetime tax-relief maximisation.
-
Company (Corporate) Tax Services
Target Audience: Limited companies, corporate groups, and employers.
-
Tax planning (corporate structuring, profit extraction, and group planning)
-
Tax returns (CT600)
-
Company VAT returns
-
Share schemes for businesses (corporate design and implementation of EMI, CSOP, and executive incentives)
-
Substantial Shareholding Exemption (SSE): Structuring corporate disposals to achieve 0% Corporation Tax on capital gains realised when selling shares in trading subsidiaries.
-
Stamp Duty on Share Transactions: Structuring share transfers, s77 relief declarations, and corporate reorganisations to minimise or exempt 0.5% Stamp Duty on shares.
-
VAT advisory services (registrations, partial exemption, land & property, and transactions)
-
Tax governance (corporate tax risk management, compliance frameworks, and boardroom controls)
-
Tax allowances, reliefs and exemptions (capital allowances, corporate reliefs, and losses)
-
R&D tax relief
-
Land remediation relief
-
Tax investigation services (HMRC corporate tax enquiries, employer compliance, and audits)
-
Tax dispute resolution (corporate HMRC disputes, formal appeals, and tribunal representation)
Employee Share Schemes & Business Succession
Who it is for: Company founders, expanding corporate groups, directors, and key management teams.
Why: Aligning key employees with long-term enterprise growth, establishing tax-advantaged equity retention, and executing exit strategies via Employee Ownership Trusts.
-
Enterprise Management Incentives (EMI):
-
Discretionary, tax-advantaged share options for qualifying trading companies.
-
Valuation agreement with HMRC (Shares and Assets Valuation).
-
Structuring exit-only or performance-vesting options.
-
Capital Gains Tax and Business Asset Disposal Relief (BADR) optimisation on exercise/sale.
-
-
Company Share Option Plans (CSOP):
-
Approved discretionary equity schemes for mid-to-large corporates not qualifying for EMI.
-
Granting up to £X0,000 worth of market-value options per employee.
-
Favourable tax treatment post-holding period (free from Income Tax & NIC).
-
-
Employee Ownership Trusts (EOTs):
-
Structuring complete or majority (over 50%) company sales to an employee-owned trust.
-
Qualifying for 0% Capital Gains Tax on founder/shareholder business disposals.
-
Annual Income-Tax-free cash bonus structures for all qualifying staff (up to £X,XXX/year).
-
Clearances, funding structures, and independent trustee governance setup.
-
-
Other Share Schemes & Growth Equity:
-
Growth shares, flowering shares, and phantom share schemes for bespoke reward tiers.
-
Unapproved option agreements for consultants and international team members.
-
Share-for-share restructuring and equity reclassification.
-
-
Employment Related Securities (ERS) & Form 42:
-
Compliance under the strict Employment Related Securities provisions.
-
Annual online HMRC ERS reporting and scheme registration.
-
Management of Section 431 elections to restrict future Income Tax charges on restricted stock.
-
Vendor Tax Due Diligence & Pre-Sale Readiness
When business owners prepare to sell, buyers will bring in their own forensic teams. Offering Vendor Tax DD allows the seller to:
-
Identify and fix historic tax exposures (PAYE, IR35, VAT, ERS, R&D claims) before the buyer's accountants find them.
-
Defend enterprise value by preventing buyers from chipping away at the purchase price or demanding massive tax indemnities and escrow holdbacks.
-
Accelerate the deal timeline by preparing a clean, vendor-led tax pack for the virtual data room (VDR).
Transactions & Exit Planning
Vendor Tax Due Diligence (Sell-Side Tax DD):
-
Pre-Sale Tax Health Check & Risk Remediation: Forensic audit of historical Corporation Tax, VAT, PAYE/NIC, and overseas footprints to identify hidden tax liabilities before going to market.
-
Historic Relief & Claim Audits: Stress-testing previously claimed R&D tax credits, Capital Allowances, and Patent Box profits to ensure they will withstand buyer scrutiny.
-
Employment Tax & Equity Reviews: Verifying historic compliance for EMI schemes, unapproved share options, Form 42/ERS filings, and contractor/IR35 statuses.
-
Vendor Due Diligence (VDD) Report & Data Room Support: Preparing formal, defensible tax diligence packs for the data room to streamline buyer review and support non-negotiable pricing.
International Tax Services for Individuals & Private Clients
Target Audience: individuals, global families, international estates, Expatriates, non-domiciled individuals, digital nomads.
-
Non-Domicile & Declaring International Income: Reporting foreign dividends, employment income, rental proceeds, and capital gains while applying appropriate relief mechanisms.
-
Statutory Residence Tests (SRT) & Dual-Tax Residency: Managing day counts, tie-breaker tests under Double Taxation Treaties, and mitigating split-year tax issues across differing jurisdictions.
-
Foreign Income and Gains (FIG) Planning: Navigating post-remittance-basis rules, overseas workdays relief, and historic offshore income structures.
-
Expatriate Tax Equalisation & Cross-Border Remote Working: Structuring cross-border compensation packages to maintain tax neutrality and avoid inadvertent double taxation.
-
Cross-Border Estate & Succession Planning: Managing estate and inheritance tax exposure across multiple jurisdictions, navigating differing inheritance laws, forced heirship rules, and foreign probate requirements.
-
Offshore Trust & Asset Protection Advisory: Compliance and taxation for non-resident trusts, offshore companies, and underlying asset structures.
Key Cross-Border Principle: Jurisdictional Differences
Tax laws, treaty networks, reporting thresholds, and compliance mechanisms vary significantly across countries and jurisdictions. Cross-border tax strategy must be tailored specifically to the interplay between the domestic legislation of the relevant territory and applicable Double Taxation Conventions (DTCs).
International Tax Services for Companies & Corporate Groups
Target Audience: Multinational enterprises, expanding SMEs, foreign inbound investors, and overseas parents of local subsidiaries.
-
Transfer Pricing Policy, Benchmarking & Documentation: Complying with OECD Transfer Pricing Guidelines as adopted by local tax authorities, defending inter-company transactions, management fees, and IP royalties.
-
Corporate Tax Residence & Dual-Residence Management: Evaluating place of effective management (POEM) and central management & control to prevent unexpected corporate tax liability in multiple jurisdictions.
-
Permanent Establishment (PE) Risk Reviews: Analyzing overseas fixed places of business, dependent agent risks, and remote executive presence to prevent unintended local corporate tax obligations.
-
Withholding Taxes (WHT) & Treaty Relief: Structuring cross-border dividends, interest, and royalties to optimize withholding tax rates under bilateral treaties and local directives.
-
Thin Capitalisation & Interest Limitation Rules: Complying with jurisdiction-specific debt-to-equity ratios and anti-base-erosion rules (e.g., corporate interest restrictions / BEPS Action 4).
-
International Indirect Tax (VAT, GST & Customs): Handling place of supply rules for cross-border services, import VAT, customs declarations, and local indirect tax registrations across different trade borders.
Key Cross-Border Principle: Jurisdictional Differences
Tax laws, treaty networks, reporting thresholds, and compliance mechanisms vary significantly across countries and jurisdictions. Cross-border tax strategy must be tailored specifically to the interplay between the domestic legislation of the relevant territory and applicable Double Taxation Conventions (DTCs).