Tax Advice

Proposed Transactions | Holding Companies | Share for Share Exchanges | Business Sale | Business Acquisition | Sole Trader v Limited Company | Employee Share Schemes | Staff Benefits | Profit Extraction | Capital Allowances
A person in a shirt using a calculator at a cluttered desk, with a phone and clipboard nearby.

Our tax advisory is a bespoke service to clients offering adhoc advice on a proposed transaction(s) or full analysis and implementation into but not limited to, the following areas:

Share for Share Exchanges & Holding Companies – if you already have a trading company and are interested in setting up another separate trading company or investment company then a group structure maybe a good option to explore.

Business Sale & Acquisition – There are many ways to acquire and sell a business, either the trade and assets, via shares, or spin off a certain business unit. We can assist with structuring the transaction(s) in the right way to ensure you maximise your gains or continue to operate tax efficiently.

Sole Trader v Limited Company – A very common question yet getting in wrong can cause extra tax burdens. We can help by looking at your current tax position under both options and also take into account future earnings to ensure the right route is taken.

Employee Share Schemes – A great way to reward key members of staff, there are a number a share schemes available, all with different tax implications and benefits. We can help selecting the right share scheme for your business and staff and see it through from implementation to reporting.

Staff Benefits – Company cars? Gym memberships? Employee Holidays? It’s always nice to reward staff for their efforts but speak to us to ensure you’re disclosing the right amount of tax.

Profit Extraction – Most limited owners take a salary and dividends, however there are potentially other ways to extract profit from a company. From interest on loans to charging rent for buildings, we can help you explore all the available options.

Capital Allowances – Planning to purchase a new machine or large capital item, we can explore what capital allowance are available to write off some (if not all) of that large expense against your tax bill.

Get in touch with one of our chartered tax advisors today and find out how we can help you!

FAQs
What is the process for a tax advisory service?
How much are adhoc tax advisory services?

Why choose us for your Tax Advisory Service:

  • Responsive – We have internal KPIs for delivering our services and responding to clients, no one wants a tax bill on the day it’s due. We’ll give you plenty of notice and always respond to queries in a timely manner.
  • Experienced – As chartered accountants & chartered tax advisors, we’ve been there and got the t-shirt so there isn’t much we don’t know about accounting and if we don’t, we know where to find out!
  • Cost Effective – Appointing an accountancy firm is an investment, not a cost. Our purpose is to ensure we save you money and provide you with a valuable service to help your business start, grow and succeed.
  • Proactive – For our self-assessment and company accounts services, we have a pre-tax review as standard to ensure you are claiming all the available reliefs and allowances to operate tax efficiently, topped off with a personal tax forecast so you know where you stand way ahead of time.
  • Personable – We never talk to you in technical language, that’s for us to do around the office water cooler. We keep it simple and straight forward so we are always approachable for any questions.
  • Single point of contact – Whether you have one service or multiple services with us, you will always have a single point of communication with a Client Manager so you’ll not passed from department to department to get an answer.
Sean Dowd in his office at Optimise Accountants jugging various financial items