A review of your tax planning strategy would normally start with a meeting  and broad ranging discussion about your  medium to long term strategy relating to:

• shareholdings
• commercial investments
• personal assets.

There will be a particular emphasis on the tax implications of the proposed strategies, highlighting pitfalls and opportunities and identifying tax-effective solutions where necessary.

You will achieve a clearer vision of your objectives and of the different strategies to achieve them.  More importantly, we will help you to implement your chosen strategies and we will add value to your long-term personal tax planning. 

Succession planning or significant corporate restructuring can release tensions by allowing different individuals to pursue different interests.  It can also secure valuable tax advantages especially relating to capital gains tax and/or inheritance tax.  Here are some examples of what Shareholder Focus can do:

Worried about losing swathes of your commercial investments or personal assets to the taxman?

• You might need to consider some form of corporate restructuring 
• It might also be advisable to use a trust of one type or another to protect assets and to reduce or eliminate the impact of tax on the value of the estate.

Are you contemplating a share sale?

• There is likely to be a preperation process (which may extend over several years) to prepare a business for a trade sale or flotation or for a management buy-out. 
• We would be able to help you consider the impact of tax at every stage of the implementation process and beyond.

Do you need to extract value from your business?

• We could devise an on-going, tax-effective salary or dividend strategy
• We could also arrange for a disposal of some or all of the shares held.

For more information on how we can help you with your Corporate Tax needs contact our Tax Partner Anne-Maree Dunn on 01727 838 255.