Categories
Transactions

Winding up a company – The Targeted Anti-Avoidance Rule

HMRC introduced a Targeted Anti-Avoidance Rule in Finance Act 2016 to counter the practice of winding up a company for tax avoidance purposes, specifically attempting to convert dividends into a capital payment. HMRC have now published guidance (see here ) to indicate the circumstances in which the anti-avoidance rule would be invoked leading to the extracted […]

Shareholder exit strategy

The shareholder exit frame work can be applied when one or more owners of a business wish to leave the business either to retire or possibly as a result of a shareholder dispute. Traditional Considerations Ordinarily when the ownership of a business changes there a number of tax considerations both present and future. These can be […]

MBO – Vendor Advisory

The vendor may be considering a number of exit routes, including a trade sale,  and a Management Buyout. It is crucial that the Vendor seeks tax advice on structuring and investment before reaching heads of terms with the MBO team.  Because of a potential conflict of interest it is preferable for the MBO team to […]

MBO – Management Team

Acquisition of a business, or part of a business from the current shareholders by  way of a Management Buyout  (MBO) is beset with tax pitfalls and these have become a larger issue since the introduction of ITEPA in 2003. It is crucial that the MBO team seek tax advice on structuring and investment before reaching […]

“Asset Protection”

Asset protection is a Transtax framework, it has been designed to deal with a common challenge that many businesses are faced with. Scenario There continues to be a steady stream of enquiries regarding the desire to either extract capital assets from the company or to separate trading and investment activities. These situations often arise through: most […]

VAT and Customs Advisory

As the legislation relating to VAT & Customs becomes ever more complex even the most seasoned professional may need to seek reassurance, guidance and advice. We recognise that we can’t be a ‘Jack of all trades’ so to ensure that our clients have access to the best advice available in this area we have a strategic […]

Private Client Services

We offer Private Clients Services for high networth individuals including those with property portfolios, holiday lettings, offshore funds, UK investments portfolios etc. Personal Tax Planning The service covers: Income Tax Capital Gains Tax (CGT) Inheritance Tax (IHT) Trusts Trish Daniels can assist with both UK domiciled and non domiciled individuals on the tax implications of areas including […]

Employee Share Arrangements

Employees are almost always the most important asset in a business and to get the most out of them it is important that they are fully motivated and incentivised. Key employees can be incentivised in a number of ways apart from immediate cash rewards through to Share Arrangements and deferred bonus solutions. There are a […]

Transactional Tax

  TransTax solutions are designed for the SME market where the business owners are planning to Re structure* Dispose of all or part of their business Have owners or senior directors retire Undergo partial or full management buy outs or management buy ins Acquire a business Dispose of some or all of the assets of […]