Our dedicated Tax Advisory team provides specialist tax advice to entrepreneurial businesses and their owners for over 10 years, to help them protect and realise value.
Our tax team has over 20 years experience in tax advisory. As part of our transaction support offering, our tax team work closely with their Corporate Finance colleagues in advising shareholders, management teams and private equity houses in relation to acquisitions, disposals and restructurings.
Our Tax Director Holly Bedford-Bell is recognised as a specialist in transactional tax in the Thames Valley and the South of England.
The team also advise owner managed entrepreneurial clients, providing tax advisory services in the following areas:
- Company share disposals or purchases
- Management buy-outs
- Separation of trading activities and group reorganisations using demergers
- Entrepreneurs’ Relief and Investors’ Relief planning
- Restructuring loan finance
- EMI schemes
- Shareholder succession planning
- Shareholder funds extraction
- CSOPs and other share incentive schemes for employees
- Tax efficient investment in companies – VCT, EIS and SEIS schemes
- Share valuations for tax purposes
- Remuneration strategy using dividends
- R & D claims
- Incorporation of partnerships and sole traders into limited companie
- Liquidations and cessations
Our tax advisory team has advised numerous companies including: