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
SHEILA, JULY 24
“Andy and Dan established a comprehensive audit plan with realistic timelines. Their communication was professional and supportive throughout, resulting in a highly collaborative process. The AFR will support us in making improvements to our practices..”
“Pleased you found working with us collaborative and professional.”
PASI, JULY 24
“Audit and regular tax doing all good and no issues. R&D claim we have currently quite an issue. Even though I appreciate hard work and effort CP’s team had put on answering those enquiries. Naturally I do not hold CP responsible for HMRC’s unlogical behaviour.”
“Thank you for your feedback. The R&D landscape has become difficult over the past couple of years, and we continue to provide feedback to HMRC, both directly and via governing bodies, in the hope that their processes and approach to claims will be improved over time.”
RISHI, JULY 24
“Since working with Cooper Parry communication has been excellent. All deadlines have been met as agreed. Support with additional support given whenever required.”
“Delighted to hear it Rishi, please we're giving you the support you need :-)”
TONY, JULY 24
“Similar to last year but felt the whole process this year was a lot more painful this year with amended HMRC guidelines.”
“Sorry we can't change HMRC but we'll always be on board to help you where we can.”
ROB, JULY 24
“Great work all round.”
“Appreciate your comments Rob.”
GUNEET, JULY 24
“It has been great to work with such a wonderful team, highly professional and very knowledgeable. “
“Thanks so much for the feedback Guneet.”
ADRIAN, JULY 24
“Having moved the audit to CP from BDO we have been pleased with the quality of staff provided for the audit, their positive attitude and their work ethic. CP have done exactly what they said they would do in their proposal so far. The test will be around whether this was a special effort for the first year or reflective of the normal level of service that they provide going forward. i.e. Let’s keep it up and work together to increase efficiency and effectiveness. “
“Wonderful to hear we've made a fabulous first impression. We'll definitely be keeping up the hard work to take our relationship to the next level. ”
GREGOR, JULY 24
“Service is always excellent, and responsive.”
“Glad it's working for you!”
NITIL, JULY 24
“Doing a very good job.”
“We're hoping to turn 'good' into 'great' for you Nitil :-)”
ELVIRA, JULY 24
“I have only had very limited time working together but it has all gone smoothly.”
“Thanks Elvira, looking forward to growing our relationship in the future.”