TAX
We connect the technical and commercial dots to help you get on top of compliance and mitigate future risk, while maximising relief and funding opportunities.
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TALKING TAX
Our interconnected Tax team looks at your business and any challenges through multiple lenses, including tax advisory, shareholder tax, wealth management, outsourcing and corporate finance.
Getting on top of Tax has a direct impact, not only on a business’s existence and buoyancy, but also its ability to compete and grow.
There’s a certain breadth of expertise that we as advisers need to support businesses as well as prepare them for the future. We also need to be proactive in addressing Tax affairs to make sure our clients don’t miss out on big planning opportunities.
We’re a fast-growing, entrepreneurial business, and that’s our natural client sweet spot. They love us because we’re not too big to provide the individual attention and close relationship that they need, and we’re not too small to take on large-scale Tax projects. They choose us because our approach to Tax services is holistic, looking at both business and individual shareholder needs across compliance and advice.
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HOW WE CAN HELP
At Cooper Parry, we know your business is unique. So, instead of cookie-cutter solutions, we put a team around you, designed to go beyond the numbers and understand the commercial side of what you do.
That way, we can be proactive, challenging you, digging deep to unearth opportunities that drive your business forward, and highlighting, managing and mitigating risk across your entire tax strategy.
We’ll help you save time and money. We’ll give you peace of mind that tax risk and opportunity are properly managed. And we’ll help you get your ‘ship in order’, optimising existing business structures and tax strategies so you can protect equity value, achieve shareholder aspirations, and lay the foundations for a brilliant future.
Making Tax Digital for Income Tax Self-Assessment.
Changes coming from 6 April 2026 – The new rules mark a major shift in how sole traders and landlords report their income tax.
Prepare Now
WHY CLIENTS LOVE US
WE HELP CLIENTS GET ON TOP OF TAX FOR BOTH BUSINESS AND PERSONAL NEEDS.
Acquisitions and expansion
Capital estate
HMRC concerns
Net Zero and Sustainability
Retaining staff
Selling a business
Succession planning
Tax technology savviness
Trading overseas
WE DELIVER THE FOLLOWING TAX SERVICES:
Managing Tax risk, why it should be a priority
It may not be the glitziest side of a well-oiled business, but it’s hugely important. Failing to integrate tax considerations into all your key strategic decisions can put the brakes on your plans, leave holes in your strategy, and open up your business to risk.
TUNE UP YOUR TAX STRATEGY
By shifting tax from an afterthought to a driving force and optimising your tax position, you’ll better prepare your business for any economic or policy changes on the horizon, as well as significant events like mergers, acquisitions or sale.
Easier said than done? Maybe. We’ve spoken to hundreds of FDs and shareholders across the UK mid-market. We appreciate you often lack the time, resource, or a tight-knit tailored service from your tax adviser to make it happen. So, we’ve built a holistic tax offering to set that straight.
With a full suite of tax and advisory services, we can become your whole in-house finance team, an integral part, or an extension of it, looking at your business and shareholder aspirations through multiple lenses.
We’ll help you structure your business optimally, make sure tax always has a seat at the table, and help you highlight, manage and mitigate tax risk on all fronts.
While tax strategy will be unique to individual businesses, we’ve noticed 5 key red flags for you to look out for.
Let’s talk today
Want us to call you? Let’s start a conversation!
Get in touch with Simon Baines
CP Events
Our Tax Experts
Cooper Parry
business-tax
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Reviews
SURESH, NOV 25
“Everything was explained well and at our pace.”
MARK, FEB 25
“CPW gives us confidence that we have a solid and well considered financial strategy. When we have specific queries outside meetings they are usually answered promptly and in detail. Not sure we are making the best returns possible but good enough. A summary once a year of exactly how much we have made or lost in a 12-month period would be a useful additional piece of information”
BEV, FEB 25
“I feel that we could have had more nurturing and more communication given this is a new area for us – also sometimes communication isn’t great – but you are a lovely team”
CHRIS, FEB 25
“Your staff are great”
CLAIRE, FEB 25
“Excellent communications and relationship building. The on line system could be a bit slicker. We’ve had an issue with a pop up not being removed. But this is very minor.”
CLIVE, FEB 25
“Simon and his team offer a great service – keeping us up to date and responding promptly to any questions we may have. Thank you”
DARREN, FEB 25
“Please continue to do what you do.”
DAVID, FEB 25
“Sometimes think actions take too long especially when taking money out. During the time it takes the value of the investment can fall a fair bit, having said that the service we receive is excellent.”
DECLAN, FEB 25
“Breath of fresh air from our previous advisor. As a result of advice given by Brendan we have a higher performing and more consolidated portfolio with lower management charges. More importantly Brendan and his colleagues have provided a level of reassurance that we wanted, especially after the poor experience at St James Place. Brendan’s personal style and expertise along with the attention and time given to us as we made the transition to Cooper Parry has been greatly appreciated.”
ANDREW, FEB 25
“We are extremely happy with the service that we receive from Codie and her team. Communication is fantastic and any advice given is always explained in a very clear way. Wouldn’t hesitate to recommend CP Wealth”