- Arranged management buyouts where management were able to utilise company funds in a tax efficient manner to acquire shares. Full HMRC approval obtained prior to commencement.
- Arranged EIS investment to shelter 40% gain to bring forward gains into year where client had capital losses and thereby save CGT of £250K.
- Reviewed accounts of newly obtained client and submitted ‘error and mistake’ claim for previous 6 years, potentially saving client £750k corporation tax
- Non domiciled individual with rental income of £150k pa transferred properties to overseas structure and reduced tax liability to nil whilst retaining access to the income.
- D was an ex client of ours but we continued to act for his mother and late father. D runs the family business and became a client of ours again after we suggested restructuring the family business with a view to mitigating the amount of inheritance tax that would otherwise be payable on his mother’s share of the business. Owing to the complexities of his mother’s inheritance tax affairs, D asked us to consider his own affairs and as a result we drafted a new will. We made him aware of Lasting Powers of Attorney and in order to protect him in the event of him losing the capacity to act for himself we are now drafting an LPA for him as well.
- A is one of our non-resident non domiciled clients. He has an interest in a UK property and his estate will be liable to UK inheritance tax on the value of his property on his death. We are restructuring ownership of the property so that there is no iht on his death.
- Successfully managed a multi-million pound turnover company demerger, obtaining HM Revenue and Customs approval and most important of all maintained the long term friendship between the parties concerned
- Successfully presented to a group of budding entrepreneurs, who have all since become clients and who are now enjoying the benefits and tax savings through their incorporation.
Harrow 020 8863 4566 / Beaconsfield 01494 680068
Case Studies
