Your tax partner. Not your competitor.
We do not do compliance, we do not do audit, and we do not want your client's annual accounts. Accountants, solicitors, trustees and IFAs bring us in for the specialist question — and the client goes back to you.
Why advisers use us
Specialist depth without a specialist salary
The client stays yours
We are introduced, we advise, we report, we step back. Where you prefer, we work behind the scenes and the advice goes out under your name.
A second opinion, fast
Sometimes you need confirmation rather than a full engagement. Ask the question — if it takes ten minutes, it costs nothing.
Risk shared, not transferred
Written advice you can put on file, with the reasoning and caveats set out. Your professional indemnity position matters to us as much as ours does.
Advisory income you keep
Clients increasingly expect proactive advice, not just filing. We let you offer it without hiring for it.
How we advise
Understand, then structure
01
UnderAskstand
Call or email with the facts. No form, no portal, no triage — you get a tax adviser, not an account manager.
02
Scope
We tell you whether it needs a full engagement or a conversation, and what it will cost. In writing, fixed wherever we can.
03
Advise
Written advice, addressed however suits — to you, to your client, or jointly. We will attend the client meeting if it helps, or stay invisible if it does not.
04
Step back
Implementation support if you want it, and nothing further if you do not. We will not contact your client afterwards.
advisers
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 get asked
The questions that usually come to us
“My client wants to incorporate their property portfolio.”
Feasibility, staging, clearances and implementation.
“HMRC have opened an enquiry and I am out of my depth.”
We take conduct of it, or sit behind you.
“Is this reorganisation going to work?”
Group restructuring, demergers, share-for-share exchanges and clearance applications.
“The family want to pass the business on.”
Succession, family investment companies, trusts and inheritance tax planning.
“There is an overseas element and I do not touch international.”
Treaty positions, holding structures, residence and domicile, transfer pricing.
“There is a historic scheme in the background.”
EBTs, EFRBS, disguised remuneration, accelerated payment notices and settlement.
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.