Case Studies

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£112,000 windfall from R&D tax relief

Our client is an owner-managed business involved in the...

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A mix of business interests - and a complex family

One of our clients owns a mixture of businesses with a value running into tens of millions of pounds. Some of them...

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Accessing a second tranche of Entrepreneur's Relief (and other CGT planning on sale)

A client of ours operated in the publishing business. The owner of that company sold out to a large group in 2013

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Dividing a family property business

For many years one of our clients operated a family property investment business, made up of a...

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Excess cash on the balance sheet

We have a client who was keen to make provision for his children and grandchildren, whilst retaining...

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Income Tax relief for investing in new ventures

We were approached by an existing client who was seeking investment in a new venture. The client had two potential investors who were willing to invest...

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Living abroad

One of our UK-based client companies has three individual shareholders.
One of the shareholders decided to move to France permanently, with his family.

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Planning shareholdings for a joint venture company

A client of ours is engaged in providing IT maintenance contracts to business customers in the UK.

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Regional baker wins £25,000 R&D tax relief

Our client is an owner-managed business involved in the production and sale of bread, sandwiches and other confectionery.

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Retirement Wealth Management

Clients who own a family business recently asked us to conduct a review of their financial affairs, ahead of their proposed retirement.

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Succession and grandchildren’s allowances

A married couple, clients who were joint owners of a successful engineering business, decided to pass the reins to their son. He had worked...

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Tax relief on commercial properties

We were approached by a client who wanted to lease a number of commercial properties in Liverpool.

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