EXITING YOUR BUSINESS WITH AN EMPLOYEE OWNERSHIP TRUST (EOT)
Tara Walker
3 minute read
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.
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
Testimonials
Our Tax Experts
Cooper Parry
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GREG, JUNE 24
“Pragmatic, balanced audits delivered on time and on budget. Thank you!”
“Pleased to be of service, great working with you.”
MATTHEW, JUNE 24
“Professional service. Good communications.”
“Happy to hear it :-) ”
JAMES, JUNE 24
“Results in line with expectations – from a cash perspective lower than hoped but I feel CP helped us get the max for the spend we had.”
“We'll always do our best for you James! ”
TOM, JUNE 24
“The audit team are very easy to deal with and take a common sense approach which helps to make the audit process as pain free as possible. The staff are always friendly yet professional. Any queries and requests raised are always sensible and valid. The fees are also competitive.”
“Absolutely stoked with this feedback Tom - as pain-free as an audit can be :-) ”
MARTA, JUNE 24
“An improvement from last year, weekly catch ups definitely helped to mange the workflows.”
“We hope to keep improving for you Marta.”
RACHAEL, JUNE 24
“I feel I have a great relationship with David, and we understand each other. We have between us, had a great year end and was very happy how we completed the accounts..”
“Thanks so much for your feedback Rachael - David is chuffed to hear it too.”
MARCUS, JUNE 24
“Very supportive as we have brought the audit forward this year. Technical guidance is relevant and timely. Tax support well rounded across all relevant areas.”
“We're delighted to hear this :-) Happy you appreciated all of our support.”
ANDY, JUNE 24
“CP team have been approachable, knowledgeable and fun to work with. Improvements? Perhaps a few more blogs/technical updates.”
“You've been fun to work with too Andy! Thanks for the suggestion on blogs - we'll take that on board.”
KATE, JUNE 24
“Good communication, timely input, available when we need you..”
“Lovely feedback, thanks so much for taking the time to reply.”
JAMES, JUNE 24
“The first audit has been performed efficiently with excellent communication and without any issues of note.”
“Super happy to hear your first audit went smoothly James.”