Exit Strategy & Disposals

Specialist tax services

We specialise in advising on full, partial or structured exits, retirement sales, divestments and equity release. We can help you to understand the tax planning opportunities and avoid tax traps and pitfalls during this process.

Our specialist tax services include:

  • Review shareholder reliefs (entrepreneurs' relief).
  • Identifying potential opportunities to utilise or crystallise capital losses.
  • Advising on mitigation opportunities post sale (such as Enterprise Investment Scheme investments).
  • Review corporate capital reliefs (substantial shareholding exemption).
  • Advising on tax warranties and indemnities.
  • Assistance in dealing with any tax related due diligence concerns.
  • Consideration of any exposure to degrouping charges.
  • Undertaking pre-sale tax reviews to pre-empt tax issues arising from purchasers due diligence.
  • Advising on employee related security exposure and reporting.
  • Post transaction reporting and assisting with HM Revenue & Customs enquiries.

 

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we are based in Norwich and have office facilities in London. Get in touch on 01603 703177 or contact us here