Business ownership
Remuneration, shares, succession, company sales and restructuring can affect both the company and the individual owner.
Owner & Director Tax →The area includes employed professionals, entrepreneurs, family businesses, property owners and investors. A high income or valuable home does not automatically make someone's tax affairs complicated; ownership, transactions and competing tax objectives usually do.
For business owners and investors, the most useful tax work is often undertaken before a sale, transfer or restructuring rather than after the documents have been signed.
Tell us the issue and any transaction or HMRC deadline.
Once a transaction completes, the work may move from choosing between structures to calculating and reporting the consequences of what actually happened.
Review ownership, consideration, relief conditions, financing and implementation before commercial steps become difficult to reverse.
Changes to the commercial deal can change the tax result. Final documents should not drift away from the facts on which the advice was based.
Once complete, attention moves to the final computation, claims, elections and returns required by the transaction actually implemented.
Remuneration, shares, succession, company sales and restructuring can affect both the company and the individual owner.
Owner & Director Tax →Portfolio structure, financing and eventual disposal should be considered across the life of the investment rather than one tax year at a time.
Portfolio Structuring →Inheritance Tax is only one part of the analysis. Ownership, gifts, family objectives and other taxes can also matter.
Inheritance Tax →Too simplistic. Acquisition taxes, financing, extraction of profits and the eventual exit can all alter the answer.
A gift can have other tax, legal and practical consequences. The asset and the client's objectives need reviewing first.
You can deal with reporting afterwards, but some planning choices may have disappeared by then.
No. Specialist transaction or private-client work can be scoped separately where another accountant continues routine compliance.