Specialist Tax Advisory

Complex tax matters deserve specialist attention

Whether you're an individual looking to protect your wealth, or a business owner planning for growth — we provide expert guidance on the tax issues that really matter.

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Tax planning isn't just about compliance — it's about making informed decisions that protect your wealth and support your goals. The UK tax system is complex and constantly changing. Without specialist advice, it's easy to pay more than you need to, or miss opportunities that could save you thousands.

We work with individuals, families, and business owners to navigate this complexity. From inheritance tax planning to business restructuring, we provide clear, practical advice tailored to your situation.

For Individuals & Families

Protecting your personal wealth

Expert guidance on the tax issues that affect you and your family.

Inheritance Tax Planning

IHT can take up to 40% of your estate. With proper planning, you can significantly reduce this burden and protect your wealth for future generations.

  • Estate reviews and IHT exposure calculations
  • Lifetime gifting strategies
  • Trust structures and settlements
  • Business Property Relief (BPR) planning
  • Life insurance and IHT mitigation

Residence & Domicile

The UK's residence rules are notoriously complex. Whether you're arriving, leaving, or have international ties — getting this right is crucial.

  • Statutory Residence Test (SRT) analysis
  • Split-year treatment claims
  • Domicile status reviews
  • Non-dom planning and the new FIG regime
  • Temporary Repatriation Facility advice

Capital Gains Tax Planning

Strategic planning for asset disposals can save significant tax. We help you time and structure transactions for optimal tax treatment.

  • Property disposal planning
  • Share sale structuring
  • Annual exemption optimisation
  • Losses and reliefs identification
  • Principal Private Residence relief

Trust & Estate Planning

Trusts remain a valuable tool for wealth protection and succession planning, despite increasing complexity in the rules.

  • Trust structure advice
  • Settlor-interested trust planning
  • Will planning and estate structuring
  • Trust compliance and reporting
  • Beneficiary tax planning
For Business Owners

Strategic tax planning for your business

Expert advice to help you grow, extract profits efficiently, and plan your exit.

Remuneration Planning

How you extract profits matters. We help you find the optimal mix of salary, dividends, pensions, and benefits to minimise your overall tax burden.

  • Salary vs dividend optimisation
  • Pension contribution strategies
  • Benefits in kind planning
  • Family member remuneration
  • National Insurance efficiency

Business Restructuring

From group reorganisations to demergers, we guide you through complex transactions with full tax clearance and peace of mind.

  • Demergers and spin-offs
  • Group reorganisations
  • Share for share exchanges
  • Incorporation and disincorporation
  • HMRC clearance applications

Exit & Succession Planning

Planning to sell or pass on your business? We help you maximise available reliefs and structure deals for optimal tax treatment.

  • Business Asset Disposal Relief (BADR)
  • Investors' Relief planning
  • Management buyout structuring
  • Family succession planning
  • Pre-sale restructuring

Family Investment Companies

FICs have become an increasingly popular vehicle for wealth protection and succession planning. We advise on setup, governance, and ongoing compliance.

  • FIC structure and setup
  • Share class design
  • Governance and documentation
  • Investment strategy considerations
  • Ongoing compliance and reporting

Tax advice that makes a difference

We combine technical expertise with practical, commercial advice.

1

Specialist Focus

We're not generalists. Tax advisory is our specialism, and we stay up to date with the latest legislation and planning opportunities.

2

Plain English

Tax is complex enough. We explain things clearly, so you understand your options and can make informed decisions.

3

Proactive Approach

We don't wait for you to ask. We identify planning opportunities and bring them to you before it's too late.

Not sure where to start?

Book a free, no-obligation consultation to discuss your situation. We'll be honest about whether we can help.