FINANCE THINK TANK HIGHLIGHTS: LONDON CALLED. CP ANSWERED
Anoop Rehal
21 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.
GET IN TOUCH WITH JAKE MORTLAND
Jake Mortland
Associate Partner, Tax
GET IN TOUCH WITH JAKE MORTLAND
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STEPHEN, APR 24
“Team efficiently led by Zahib under the tutorage of Katie, focusing on the key issues early, rather than the routine chaf, whilst working effectively with our central team and local teams. NED’s like the comms, telling us the issues rather than maybe other advisors telling us how wonderful they are. I’ve just about got used to the colour scheme 😉 . Already recommended CP – says it all!”
“Thanks for your detailed feedback, Stephen. And, as always, thanks for recommending CP.”
JAMES, APR 24
“Good communication, proactive team.”
“Wonderful - thanks, James.”
NATALIE, APR 24
“Extremely professional and pragmatic – a breath of fresh air.”
“Fab working with you, Sarah. And thanks for your feedback.”
SARAH, APR 24
“Excellent delivery.”
“And excellent feedback! Thanks, Sarah.”
MATTHEW, APR 24
“Efficient and personable service with a good understanding of our business.”
“Thanks, Matthew. Brilliant feedback.”
SCOTT, APR 24
“Well planned audit, good communication and team on site showed a great understanding of the business.”
“What fab feedback, thanks, Scott.”
JEREMY, APR 24
“Great service, competent and low maintenance (in a nice way!).”
“We'll take 'low maintenance'! :-) Thanks for a great year.”
PHILIP, MAR 24
“Impressive quality of the team throughout from the Partner on our account through to the junior member of staff. Audit manager in particular is knowledgeable, approachable and most importantly focused on delivering a high quality service for both Cooper Parry and its clients.”
“The team are delighted with your feedback, Philip, thank you.”
PHILIPPA, MAR 23
“Caroline is always super efficient friendly and kind – thank you.”
"Wonderful, thanks, Philippa."
RICHARD, FEB 21
“Great rapport with the team both onsite and via email. They are always willing to help and provide insight as requested. We need to work on the planning phase together to help improve the efficiency. The team have been very patient with me during our audit and understanding of my situation regarding the availability of resources.”
“Thanks for the constructive feedback, Richard. Lots of positives and we'll work together on planning to ensure it's super efficient”