SHAREHOLDER TAX ADVICE

WHAT IS SHAREHOLDER TAX ADVICE?

Shareholder Tax Advice is all about working with you as an individual. 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.

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 Business Structuring advice will structure your business interests to give you the best tax position now and going forward. We’ll help you to attract and retain your top talent through Share Incentives & Rewards. If you’re looking to sell your business or pass it onto the next generation, our Business Succession Planning will make sure you’re leaving a tax efficient legacy that lasts. And our Transaction Tax advice will structure your business transactions to maximise after-tax value, whether you’re buying or selling.

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.