Structuring businesses for what comes next.
Advice for entrepreneurs, owner-managed businesses and corporate groups at each stage of their development — from first structure through growth, investment, reorganisation and exit.
The journey
The decisions made early have consequences later
Getting the structure right at an early stage provides flexibility as the business develops, takes on investment, rewards key employees or prepares for expansion and succession. We advise founders, shareholders and groups throughout that lifecycle — considering not only the immediate tax position, but how today's decisions will affect the business and its owners in five years' time.
Incorporate
Getting the ownership and structure right at the outset.
Structure
Groups, holding companies and shareholdings that fit the plan.
Grow
R&D, EMI, EIS and investment-ready structures.
Reorganise
Demergers, reconstructions and clearances.
Realise
Exit, deferred consideration and succession.
business
Some exposure is best simply accepted
Where the projected liability is modest against the cost and complexity of planning, we say so. That answer is free.
What we advise on
Business services
Corporate structuring
Two stages, priced separately.
- Establishing the structure — ownership, shareholdings, commercial objectives and the right corporate form at the outset.
- Developing the structure — group arrangements, investment, incentives and succession as the business grows.
Group reorganisations
Separating trade from property, demergers, share-for-share exchanges and reconstructions — with clearances obtained rather than assumed.
R&D tax relief
Eligibility, technical project analysis, qualifying expenditure and supporting narratives. We do not treat R&D as a volume claims exercise — every claim should be capable of withstanding HMRC scrutiny.
EMI and employee incentives
Eligibility, scheme design, HMRC valuations, option documentation and the exit position — so the people who build the value share in it.
EIS and investment structuring
Company eligibility, advance assurance, share structures, compliance and keeping the qualification once you have it.
Property portfolio incorporation
For landlords holding property personally. A planned route into corporate ownership that need not trigger the immediate charges.
How we price it
Fixed at the outset, in writing
Big 4 expertise and reach, without the charge clock. In most cases we fix the fee before the work begins, and every engagement is set out in a written proposal — what we will do, what we will not, and what it costs — so you can decide before committing.
Start with a conversation.
Whether you are considering a transaction, protecting family wealth, dealing with an international matter or facing an HMRC investigation, we can help you understand the position and decide the appropriate next step.