My core business is to help clients, be they businesses or private individuals, to maximise their long term planning with an integrated financial and tax strategy.
We live in uncertain times but whilst businesses and their owners face unique challenges there are huge opportunities to succeed.
I can assist with one-off challenges like corporate restructuring, a management buy-out, a departmental reorganisation or change, planning for the retirement of a key business partner, or dealing with a key shareholder withdrawal.
I apply my experience and objectivity to strategic business planning, long term finance, cash-flow and debt planning and dealing with the challenges of rapid growth.
Areas where I have recently helped clients include:
- Tax Planning
- VAT Strategies
- Personal Tax
- Capital Gains Tax Planning
- Strategic Business Planning
- Inheritance Tax Planning
- Retirement of a Key Director
- Liaison with Banks
- Preparing Business Plans and Forecasts
- Share Buy-outs, Share Buy-ins
- Departmental Restructures
- Research and Development tax credits
- Succession planning
- Private company share valuation
- Employee incentive packages including share schemes