Tax planning

Take the big decisions with confidence.

Know that you’re getting the best tax advice from people who really understand you and your business.

Our approach is straightforward. We get to know and understand you. Your personal goals, now and in retirement. Your family’s goals. Your business plans. We know major decisions have far reaching impacts. And we know tax.

Our specialist high level tax planning team work with business owners and their families. Our insight lets us fit your plans together, drawing on a wealth of knowledge and experience to provide integrated tax efficient solutions.

Whatever stage your business has reached, tax planning has a part to play,

New businesses need the right trading entity, ownership structure, investment plans and pay structure. Growing businesses can use tax planning to attract and retain the right people, fund innovation and expansion. And if your business is mature, you will need to consider your exit and succession plans – high level tax advice on demergers and reconstructions is essential. In the longer term, tax planning can protect and secure your wealth for yourself, your dependents and successors. 

And if, despite all the planning, something unexpected happens? Whatever life throws at you, divorce, family disputes, share owner conflicts, a global pandemic, we can help. 

Your tax planning team