Transaction Tax Services

The success of any transaction often comes down to the details – tax planning, strategy and compliance. Our Transaction Tax team is on hand to support you throughout every stage, from initial planning to post-transaction considerations, offering clear advice and practical solutions to help you navigate any challenges effectively and achieve the best results for you and your business.

Statutory Clearance & Stamp Duty Relief Applications

Statutory clearance and stamp duty relief applications are crucial for ensuring compliance and minimising tax obligations during major transactions, such as reorganisations or property acquisitions. We provide hands-on support to prepare and submit applications, making certain they meet HMRC requirements, so you can move forward confidently with your business plans.

Corporate Reorganisations

Adapting your company’s structure can be essential to meet the demands of a growing business or changing market conditions. Our team can help you implement successful reorganisations that resolve inefficiencies and create a stronger foundation for development. Whether you’re consolidating entities, realigning ownership, or preparing for investment, we provide clear and strategic advice to ensure the process supports your growth.

Exit Planning

Creating an exit plan is important for achieving a smooth transition and maximising the value of your business. Whether through sale, transfer or exit strategy, we work closely with you to develop a tax-efficient transition plan that protects your wealth, your business’s legacy and helps you achieve your desired outcomes.

Tax Structuring for Business Sales & Purchases

Well-considered tax structuring plays a key role when buying and selling a business, helping to reduce tax liabilities and maximise the value of the transaction. Whether you are the buyer or the seller, our team works closely with you to create a bespoke tax strategy that suits the unique needs of your deal. By evaluating factors such as ownership structures, asset allocations, and available tax reliefs, we ensure the transaction is designed to deliver the best financial outcome.

Business & Property Demergers

Through the separation of assets and operations, demergers offer businesses the opportunity to unlock value from individual entities, drive growth in targeted areas, and enhance management. Our specialist professionals will work alongside you to structure the demerger in alignment with your objectives and with tax-efficiency at the forefront of the process.

Tax & Financial Due Diligence

Before entering into any transaction, it’s essential to understand the tax position and financial health of the business involved, whether it’s the target or your own. Our team conducts thorough due diligence to identify potential risks, liabilities, and hidden opportunities that could impact the value or outcome of the deal.

Business Valuations

Understanding the true worth of a business is key when making informed decisions, whether you’re looking to sell, purchase or reorganise. We provide a detailed analysis of your company’s financial standing, or that of a potential target company, examining factors such as market conditions, assets, liabilities, and future earning potential, ensuring you have a realistic and reliable valuation.

Capital Gains Tax Planning

Our in-house tax team provides expert advice on structuring your transactions to reduce Capital Gains Tax (CGT) liabilities and take full advantage of available exemptions and reliefs. Whether you’re disposing of assets or making broader changes, we make sure that you receive the maximum benefit from the transaction.

Contact Us

Want to find out more about us or enquire about working together? We’d love to hear from you. Head over to our enquiry page, fill in the form and we will be in touch!

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