Case Study
You can find out something of how we can help you by seeing the work that we have done for other people. Obviously there are questions of confidentiality - so some of the examples may have been slightly modified - and no names are given
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Current Issues |
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The most recent work we have done includes
Advising a client looking to invest in commercial property on the opportunity to use the tax relief's of EIS to increase the funds available for investment.
Settlements under the Offshore Disclosure regimes.
EMI share option scheme.
Advice on the impact of the new 50% tax regime - and avoiding the 60% rate.
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| Businesses |
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We arranged the merger of Aptitude Ltd into the IPCOS group in 2008. This involved dealing with the UK legal aspects, UK tax planning for both parties as well as taking care of the due diligence for the client.
A client is divorcing. We helped with the valuation of the business and the practical steps that they will need to take to allow one of them to continue the business alone.
New business venture with three individuals setting up as an LLP with a corporate partner to avoid tax problems if they are to bring in a fourth individual on an equity basis over the next two years.
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| International |
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Our largest client in recent years has been an Australian plc who set up a sales operation in Europe run virtually from our Cambridge office. We set up companies in UK, handled all bookkeeping, annual accounts, ex-pat tax issues.
Internet based business - the proprietor decided to move to France. For a period he paid UK NIC and French tax to minimise the liability and then gradually moved fully into the French system with our French associate firm.
New client came to us because they had significant undeclared funds in an offshore account. We negotiated a settlement with HMRC by being proactive and presenting the facts in the best possible light. This saved the client £100,000 in tax.
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| Individuals |
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Advised an individual with large capital gain at 40% to make an investment within EIS which deferred the gain into the new 18% CGT regime - saving over £100,000.
Planning report for a wealthy client with interests in USA.
Advised a client with an appeal before the new appeals Tribunal.
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