Strategic Tax and Succession planning

We can advise on :

Non UK tax domiciled clients on the implications of the proposed new rules and potential ways to mitigate the impact of the changes being introduced in 2017.

  • Working closely with clients to successfully become non tax resident under the Statutory Residence Rules to ensure they meet the technical criteria and help to deal with the practical issues of taking up new residence.
  • Introduction of tax efficient share plans for corporate clients utilising the latest share schemes to ensure a tax free exit for employees.
            - Profit and cash extraction from companies in a tax efficient manner
  • Restructuring groups to take account of changes in relationships of owners and to safeguard tax reliefs such as entrepreneurial relief and 100% IHT relief.
  • Using EIS and SEIS to enable clients to raise funds in the most tax effective way.
  • Helping high net worth clients with the difficult question of passing on the family wealth and business ownership to the next generation.