Shareholder Tax

Your personal position and your business interests are intrinsically linked. That’s why, to give you the best advice, we’ll always look at the whole picture.

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WHAT IS SHAREHOLDER TAX ADVICE?

Shareholder Tax Advice is all about working with you as an individual. So, we’re curious: what drives you? What keeps you up at night? Where do you want to be in ten years?

We’ll get to know you and your business inside out. And then we’ll work with you to structure your affairs to reach all your goals. Both now, and in the future.

That includes improving your post-tax cash flows, protecting your wealth from unexpected tax charges and guaranteeing any tax liabilities and risks are fully understood.

We’re here to play a proactive role in your future; tailored in a way that works for you. And our pragmatic, personable advice guarantees you tax efficiency. Without any hidden surprises.

WHAT WILL WE CHAT ABOUT?

That depends entirely on you; your business, your individual aspirations, your key challenges. Granted, that probably sounds like a typical tax answer, but as soon as we have a real insight into your world, that’s when we can drill down into what’s relevant and start producing results. We’ll share our expertise, offer our opinions and together, we’ll make it happen.

Our services include:


Business Structuring

Effective business structuring advice looks at what you’ve got, understands your objectives and aspirations, and then moves you towards them by structuring your affairs in the most tax-efficient way.

We’ll be able to help you protect value for the future, plan for an exit or succession, reduce any needless administration time/costs, and save tax.


Share Incentives & Rewards

Share incentives can be one of the best ways to reward and motivate your top talent. Maximising exit value or long-term performance will become the aim of the game. And that means that your key people are aligned to your overall objective.

There are numerous government-designed, tax-advantaged incentive schemes to choose from, alongside a whole range of other advantageous options.


Business Succession Planning

Effective business succession planning rests on a detailed understanding of you, your objectives and the complex UK tax system. Our team have vast experience in building partnerships with clients in your position. We’re proactive, we ask the right questions, and we’ll help you to secure your business’s future and protect your wealth for retirement.

That could be through a sale to a third party or private equity, transitioning to employee ownership, or passing the business on to the next generation of your family either by sale or by gift, directly or into trust.

AGILE, AWARD WINNING ADVICE

We love delivering results for our clients. It’s how we put our passions into practice. And it’s why our team are always picking up awards. Whether it’s a query, a challenge to overcome or a large-scale transaction; we move quickly. And we know exactly how to bring you benefits, add value and make things happen.

Reviews

RICHARD, NOV 24

“Quality of work good. Could be more proactive on comms for relevant legislation changes. “

RICHARD, NOV 24

“Too slow and too many involved in the auditing.”

STEVE, NOV 24

“Always appear available and give excellent advice!”

JAMES, NOV 24

“Your service is good / great. What I would like is greater challenge to our strategy and thought process as it is too easy to get into a rut, i.e. have you thought of doing this or that for tax benefit / efficient use of capital.”

SABBAT, NOV 24

“All of the team I have dealt with are so professional and friendly, and also very responsive to any queries.”

ROB, NOV 24

“The reason you are not 5 star is merely because you don’t have a true international network. Otherwise an excellent service.”

PAUL, NOV 24

“Reactive and responsive. Professional Good advice.”

SIMON, NOV 24

“…”

JOSH, NOV 24

“Good service.”

MEERA, NOV 24

“All was great. It might be useful to know as and when areas of the audit are completely done for review, or which items are still under review as the audit progresses. So we can ensure the required people are able to respond at a timely manner/ they are aware there will be further queries/ requests coming.”

Our Experts

Cooper Parry
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