Due to the complex tax compliance issues and the ever changing regulations, tax is often considered as a burden by business owners. But ensuring a transaction has the most efficient tax structure is key to ensure shareholders and investors maximise their returns.

Our tax team is recognised as a specialist in transactional tax in the Thames Valley and the South of England.  They work closely with their corporate finance colleagues in advising shareholders, management teams and private equity houses in relation to acquisitions, disposals and restructurings.

The team also advise owner managed entrepreneurial businesses, providing tax advisory services in the following areas:

  • Company share disposals or purchases
  • Management buy-outs
  • Separation of trading activities and group reorganisations using demergers
  • Entrepreneurs’ Relief and Investors’ Relief planning
  • Restructuring loan finance
  • EMI schemes
  • Shareholder succession planning
  • Shareholder funds extraction
  • CSOPs and other share incentive schemes for employees
  • Tax efficient investment in companies – VCT, EIS and SEIS schemes
  • Share valuations for tax purposes
  • Remuneration strategy using dividends
  • R&D claims
  • Incorporation of partnerships and sole traders into limited companies
  • Liquidations and cessations
  • Capital Gain Tax

Why Us