Shareholder Tax

Your personal position and your business interests are intrinsically linked. That’s why, to give you the best advice, we’ll always look at the whole picture.

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WHAT IS SHAREHOLDER TAX ADVICE?

Shareholder Tax Advice is all about working with you as an individual. So, we’re curious: what drives you? What keeps you up at night? Where do you want to be in ten years?

We’ll get to know you and your business inside out. And then we’ll work with you to structure your affairs to reach all your goals. Both now, and in the future.

That includes improving your post-tax cash flows, protecting your wealth from unexpected tax charges and guaranteeing any tax liabilities and risks are fully understood.

We’re here to play a proactive role in your future; tailored in a way that works for you. And our pragmatic, personable advice guarantees you tax efficiency. Without any hidden surprises.

WHAT WILL WE CHAT ABOUT?

That depends entirely on you; your business, your individual aspirations, your key challenges. Granted, that probably sounds like a typical tax answer, but as soon as we have a real insight into your world, that’s when we can drill down into what’s relevant and start producing results. We’ll share our expertise, offer our opinions and together, we’ll make it happen.

Our services include:


Business Structuring

Effective business structuring advice looks at what you’ve got, understands your objectives and aspirations, and then moves you towards them by structuring your affairs in the most tax-efficient way.

We’ll be able to help you protect value for the future, plan for an exit or succession, reduce any needless administration time/costs, and save tax.


Share Incentives & Rewards

Share incentives can be one of the best ways to reward and motivate your top talent. Maximising exit value or long-term performance will become the aim of the game. And that means that your key people are aligned to your overall objective.

There are numerous government-designed, tax-advantaged incentive schemes to choose from, alongside a whole range of other advantageous options.


Business Succession Planning

Effective business succession planning rests on a detailed understanding of you, your objectives and the complex UK tax system. Our team have vast experience in building partnerships with clients in your position. We’re proactive, we ask the right questions, and we’ll help you to secure your business’s future and protect your wealth for retirement.

That could be through a sale to a third party or private equity, transitioning to employee ownership, or passing the business on to the next generation of your family either by sale or by gift, directly or into trust.

AGILE, AWARD WINNING ADVICE

We love delivering results for our clients. It’s how we put our passions into practice. And it’s why our team are always picking up awards. Whether it’s a query, a challenge to overcome or a large-scale transaction; we move quickly. And we know exactly how to bring you benefits, add value and make things happen.

GET IN TOUCH WITH JAKE MORTLAND

Jake Mortland
Associate Partner, Tax

GET IN TOUCH WITH JAKE MORTLAND

Our Experts

Reviews

WILL, APR 23

“Great communication. Quick to reply to questions.”

PAUL, JAN 24

“Great service and always timely communication. I feel we have a partner supplier rather than just an auditor”

MEGAN, FEB 24

“We always get a quick reply whenever we have an issue or a query. It was a very good team of auditors that undertook our audit once again – a mixture of continuity and some new faces – and accommodating our tight reporting deadline was much appreciated”

PAMELA, JAN 24

“Robust communication. Excellent support. Supportive business partnership”

JADE, JAN 24

“The team are always responsive and their approach to audit is refreshingly solution orientated. I already refer them on a regular basis”

ANDY, JAN 24

“Fantastic client service and communication which resulted in a a great job done”

ALISON, JAN 24

“Great communication, great systems for monitoring progress, great updates”

ALAN, JAN 24

“Communication on key issues was brought to my teams attention as early as possible and solutions worked through together”

CLAIRE, JAN 24

“Great team, and much improved communication and pro-active engagement over the past three months.”

FRAZER, DEC 23

“Damian and his team always provide excellent and timely advice for a reasonable fee. The USP for me is that fact that Damian and his team don’t just follow what others think and offer advice taking into account commercial, logical, holistic and relevant commentary with often some very in-depth and interesting technical analysis of case law (not just statute or guidance from HMRC)”