Fiona Wheeler
Personal Tax - Senior Manager
TAX
We connect the technical and commercial dots to help you get on top of compliance and mitigate future risk, while maximising relief and funding opportunities.
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TALKING TAX
Our interconnected Tax team looks at your business and any challenges through multiple lenses, including tax advisory, shareholder tax, wealth management, outsourcing and corporate finance.
Getting on top of Tax has a direct impact, not only on a business’s existence and buoyancy, but also its ability to compete and grow.
There’s a certain breadth of expertise that we as advisers need to support businesses as well as prepare them for the future. We also need to be proactive in addressing Tax affairs to make sure our clients don’t miss out on big planning opportunities.
We’re a fast-growing, entrepreneurial business, and that’s our natural client sweet spot. They love us because we’re not too big to provide the individual attention and close relationship that they need, and we’re not too small to take on large-scale Tax projects. They choose us because our approach to Tax services is holistic, looking at both business and individual shareholder needs across compliance and advice.
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HOW WE CAN HELP
At Cooper Parry, we know your business is unique. So, instead of cookie-cutter solutions, we put a team around you, designed to go beyond the numbers and understand the commercial side of what you do.
That way, we can be proactive, challenging you, digging deep to unearth opportunities that drive your business forward, and highlighting, managing and mitigating risk across your entire tax strategy.
We’ll help you save time and money. We’ll give you peace of mind that tax risk and opportunity are properly managed. And we’ll help you get your ‘ship in order’, optimising existing business structures and tax strategies so you can protect equity value, achieve shareholder aspirations, and lay the foundations for a brilliant future.
WHY CLIENTS LOVE US
WE HELP CLIENTS GET ON TOP OF TAX FOR BOTH BUSINESS AND PERSONAL NEEDS.
Acquisitions and expansion
Capital estate
HMRC concerns
Net Zero and Sustainability
Retaining staff
Selling a business
Succession planning
Tax technology savviness
Trading overseas
WE DELIVER THE FOLLOWING TAX SERVICES:
Managing Tax risk, why it should be a priority
It may not be the glitziest side of a well-oiled business, but it’s hugely important. Failing to integrate tax considerations into all your key strategic decisions can put the brakes on your plans, leave holes in your strategy, and open up your business to risk.
TUNE UP YOUR TAX STRATEGY
By shifting tax from an afterthought to a driving force and optimising your tax position, you’ll better prepare your business for any economic or policy changes on the horizon, as well as significant events like mergers, acquisitions or sale.
Easier said than done? Maybe. We’ve spoken to hundreds of FDs and shareholders across the UK mid-market. We appreciate you often lack the time, resource, or a tight-knit tailored service from your tax adviser to make it happen. So, we’ve built a holistic tax offering to set that straight.
With a full suite of tax and advisory services, we can become your whole in-house finance team, an integral part, or an extension of it, looking at your business and shareholder aspirations through multiple lenses.
We’ll help you structure your business optimally, make sure tax always has a seat at the table, and help you highlight, manage and mitigate tax risk on all fronts.
While tax strategy will be unique to individual businesses, we’ve noticed 5 key red flags for you to look out for.
Let’s talk today
Want us to call you? Let’s start a conversation!
Simon Baines
Partner and National Head of Tax
Get in touch with Simon Baines
Our Tax Experts
Cooper Parry
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Reviews
JAMIE, SEPT 24
“Very detailed and fully explained. Fully assisted in everything we do.”
“Thanks for taking the time to review us, great comments."
ANDREW, SEPT 24
“Always great speed of action from the team. Very helpful even when I am slow returning communication. Supportive and helpful and know where to point us if CP don’t have the answers.”
“Fabulous to hear we're the support you need Andrew."
JEREMY, SEPT 24
“Clean and efficient audit. Thank you.”
“Perfect, thanks Jeremy!"
SABBAT, SEPT 24
“The team is very friendly and professional and always very responsive. They work around our timelines as much as is possible, and try to be flexible.”
“Wonderful to hear this, thanks so much for the comments!"
PHILIP, SEPT 24
“Met expectations. Very pleased with service received.”
“Good to hear we met your expectations, but in true CP style, next time we'll endeavour to exceed them!"
JENNIFER, SEPT 24
“Great support and great people.”
“We love comments like this, thank you Jennifer!"
ALASTAIR, SEPT 24
“Probably slightly exceeded expectations – happy with your work & assistance in preparing the technical summaries of the R&D work performed.”
“Ah amazing, thanks for the comments!"
SARAH, SEPT 24
“Love the informal approach, smooth audit using the portal and always approachable for what I sometimes think are my silly questions….”
“There's never a 'silly question' in our book! We're always happy to be on hand to help. Thanks for the lovely response."
KEVIN, SEPT 24
“Much of the interaction with the firm was handled by Isio so they might have a more feedback but from my perspective, I don’t recall any issues or concerns. Completing the audit before the end of June and the holiday season was very important.”
“Happy to hear we hit your deadlines, thanks for the feedback!”
PETER, SEPT 24
“Proactive, highly competent but also personable.”
"Thanks for the compliments - very much appreciated."