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Tax Planning

As well as dealing with the usual routine matters such as filing tax returns, our team of tax specialists have significant experience in providing detailed tax planning advice for our clients’ wealth.

Areas in which we have helped our clients recently include;

  • Providing detailed tax advice in connection with the proposed purchase of shares from one of the shareholders of a trading business.
  • Advising a client company on the tax issues arising from a proposed investment into the company from a private equity fund.
  • Advising a client who wished to set up a tax-efficient share option scheme for their key employees.
  • Advising a client as to the options available to them in terms of how they may look to purchase trading premises for their business.

The key to effective tax planning is to take advice early on in the process. It’s far easier to structure things tax efficiently before the event!

If you would like to discuss any tax planning issues that you may have, get in touch with our tax team to see if we can help you.

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