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 […]

Research and Development Tax Credits

Many companies do not realise that they have eligible projects,  or, most commonly, ‘bundle’ the R&D claim as part of their broader tax and accounting affairs without a rigorous effort to optimise its scope. For information on the latest changes see here Not only is the tax legislation associated with the scheme a highly specialised […]

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 […]

Business Valuations

We undertake Business Valuations for tax purposes and provide written reports, letters of opinion, independently review existing valuations and provide help on multiples, etc when appropriate. We prepare business valuations for a number of purposes including: Tax Covering Capital Gains Tax (CGT) including 31st March 1982 valuations for rebasing and indexation purposes, Inheritance Tax (IHT) and […]

Categories
Share scheme arrangements

EMI and CSOP schemes gain in popularity

HMRC have published a report setting out the statistics in respect of the 4 shares schemes that have advantages to employers and employees.  In their summary they say: Employee share schemes are used by companies to grant options to buy shares or award shares directly to their employees. HMRC offers four share schemes that have […]