Are You Ready for HMRC’s new RDEC Regime?
Mark Frost
6 minute read
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.
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Reviews
CHRIS, DEC 24
“Good team, very responsive.”
"Lovely to hear Chris."
LUKE, DEC 24
“5 star for the audit service. I’ve only downgraded to a 4 star because of some support we received in getting some tax advice when we had a company fatality and although the team were swift to support, I felt the fee was excessive in a time when our Company was going through an exceptionally tough time.”
"We're sorry we didn't support as best we could during a tough time. We'll reach out directly to ensure we're doing our best to help. "
SHIRLEY, DEC 24
“Results in line with expectations.”
"Nice...thank you. "
PAUL, DEC 24
“Smooth audit. Good preparation & communication.”
"Nice...thank you. "
TIM, DEC 24
“Excellent. “
"Short but sweet :-) "
TOM, NOV 24
“Always excellent service. Proactive advice and understanding our needs.”
"Wonderful, thanks Tom."
GAVIN, NOV 24
“Very good.”
"Let's make that very good into GREAT!!"
MARK, NOV 24
“My involvement has reduced of late. I think you have knowledge and are competent. But i need more exposure to you which is less likely as we have a new CFO.”
"We're always happy to sit down with you and talk through - we'll reach out directly."
MICHAEL, NOV 24
“The onboarding process took a very long time and could have been made simpler e.g. issuing an Excel schedule that lists out all of the required information that is needed (rather than going back and forth asking additional queries via email). However once the deliverable was provided, the Cooper Parry team were quite responsive when it came to follow up queries. The Cooper Parry team also demonstrated pro-activeness e.g. by setting up a call to give an update and discuss certain elements of the deliverable that required clarity.”
"Thanks so much for your feedback, we'll take this on board and assess how we can improve in future! "
SUD, NOV 24
“Damian is very professional and knowledgeable in his filed of VAT. He has been instrumental in providing with his guidance in a timely manner. He took the pressure of us and maintained a direct dialogue with HMRC which has resulted in an outcome which could have been very severe for our business. I would not hesitate to recommend Damian to anyone who requires his expertise in VAT matters”
"Thanks so much for responding - Damian is super happy you're happy! "
