Tax advice and tax planning is an integral part of our service and is very much guided by each client’s individual circumstances. Our role is to help you set the framework to minimise your tax liability whilst retaining your flexibility to take advantage of growth opportunities and protect your competitive edge.

Our advisory services are headed up by Tim Davies who is supported by Cathrin Richards on corporate tax matters and Jane Hamilton on personal tax matters. Our more specialised corporate finance work is headed up by Mark Minchella


We look at ways to reduce your corporation tax including:

  • Carrying out a review for R&D tax credits
  • Claiming all available capital allowances
  • Reviewing and optimising your accounting policies
  • Maximising corporate pension contributions
  • Rate and quarterly instalment mitigation

We advise on business structures to maximise your tax efficiency including:

  • Strategic timing of incorporations
  • The merits of Limited Liability Partnerships (LLPs)
  • Using mixed corporate and unincorporated business structures
  • The use of group structures
  • Demerging or splitting a business
  • The Use of SIPPs

We support your business growth and expansion by assisting you with:

  • Raising finance for business expansion or acquisition
  • Carrying out due diligence for mergers and acquisitions
  • Negotiating and structuring the deal
  • Structuring your business to your circumstances

We will help you plan your exit strategy including:

  • Preparing your business for sale
  • Managing the sale process
  • Negotiating the most appropriate structure of the deal
  • Creating the most efficient business structure for your succession

We help you to protect your wealth with:

  • Retirement planning and the various pension options available to you
  • Inheritance tax planning
  • Wills and trusts planning
  • Tax efficient investments