Clients making personal, business or investment decisions require tax advisory.
We specialise in considering such transactions across all applicable tax heads but also recognise the fact that client’s may require other services such as financial, legal and accountancy advisory when contemplating such transactions. We specialise in working with existing client advisers but can where required recommend advisers from a trusted network we have developed over the last 15 years.
Some of the transaction services we provide include:
1. Business restructuring for sale, purchase or transfer to the next generation
2. Retirement and Succession Planning
3. Business Mergers/Joint Ventures
4. Property structuring
For example, a client investing in a commercial property should consider the following:
· The ownership structure – personal, partnership or corporate?
· Is now the right time to involve the next generation in the transaction?
· Asset recognition – investment or trading stock?
· Tax Efficient Financing – personal funds, debt, a mixture of both?
· Taxation of income generated by the Property
· Future taxes on sale of the Property
· Other tax considerations such as VAT on purchase, the availability of capital allowances for the Property