Every situation is different. We look at your specific circumstances and build a strategy around them, legally minimising what you pay and making sure nothing's overlooked.
- Personalised tax efficiency review
- Strategic planning for Income Tax, Corporation Tax, VAT, and CGT
- IHT planning for wealth preservation
- Reviewing business transactions for tax efficiency
- Tax advice for property investors, landlords, and developers
- Advising on company structures including partnerships, LLPs, and limited companies
- R&D tax credits and capital allowances guidance
- International tax planning
- Compliance checks and risk assessments
Tax rules are complicated and change constantly. When you need clarity on a transaction, a planning decision, or HMRC compliance, written advice gives you that, in a documented form you can refer back to.
- Formal written guidance on tax implications of specific transactions
- Advising on tax efficiency for businesses, individuals, and investors
- Clarifying treatment of complex issues including VAT, CGT, Corporation Tax, and IHT
- Assessing tax-saving opportunities and reliefs
- Reviewing HMRC guidance and relevant case law
- Tax risk assessment and planning recommendations
Sometimes you just need to talk it through with someone who knows. A verbal consultation gives you direct access to a tax professional, practical answers to what's on your mind, no lengthy report.
- Discussing tax-saving opportunities, reliefs, and deductions
- Guidance on Income Tax, Corporation Tax, VAT, CGT, and IHT
- Tax-efficient structures and financial planning
- Compliance requirements for businesses, self-employed individuals, and landlords
- Tax implications of specific transactions
- Practical advice on record-keeping and HMRC requirements
Formal written advice or a comprehensive tax review can be requested separately.
Selling shares at a profit means Capital Gains Tax. Get the calculation right and claim every relief available, the difference to what you keep is significant.
- Calculating capital gains or losses on share disposals
- Applying available CGT reliefs including Annual Exempt Amount and Business Asset Disposal Relief
- Assessing applicable CGT rates
- Preparing and filing the required tax returns including self-assessment declarations
Sold UK residential property? CGT must be reported and paid within 60 days. We calculate the gain, claim every relief you're entitled to, and hit the deadline.
- Calculating capital gains or losses on property disposals
- Applying reliefs including Private Residence Relief, Lettings Relief, Business Asset Disposal Relief, and Rollover Relief
- Preparing and submitting the CGT return within the 60-day deadline
- Advising on payment deadlines
Before claiming capital allowances, it helps to know exactly what you can claim and how to structure it most effectively. Our written advice spells it out clearly.
- Formal written report on available capital allowance claims
- Assessing eligibility for AIA, FYA, WDA, and SBA
- Clarifying which expenditure qualifies
- Explaining future disposal implications
- Advising on optimal claims to reduce tax liabilities
Moving property from a company structure back to personal ownership? It sounds straightforward but it can trigger unwanted tax bills. We plan it properly to keep costs down.
- Assessing the full tax implications of de-enveloping
- Identifying the most tax-efficient approach
- Calculating liabilities and available reliefs
- Liaising with HMRC on compliance and relief claims
Moving from sole trader to limited company can bring real tax benefits and better liability protection. We manage the transition, so it's done right from day one.
- Registering your new limited company with Companies House
- Advising on tax-efficient shareholding and structure
- Transferring business assets, contracts, and liabilities
- Registering for Corporation Tax, PAYE, and VAT
- Notifying HMRC and closing the sole trader entity
- Setting up a director's salary and dividend strategy
- Advising on business bank accounts and ongoing financial records
Moving from a partnership to a limited company brings better liability protection, tax efficiency, and credibility. We manage the transition from start to finish.
- Registering the new limited company with Companies House
- Advising on tax-efficient shareholding and ownership
- Transferring business assets, liabilities, and contracts
- Notifying HMRC and closing the partnership tax account
A well-designed group structure creates tax efficiencies, operational flexibility, and sets you up for long-term growth. We design one that works specifically for your business.
- Assessing your operations and objectives to determine the ideal structure
- Advising on tax-efficient holding company and subsidiary arrangements
- Incorporating new entities and restructuring existing ones
- Preparing legal documentation including shareholder agreements and intercompany contracts
- Handling Companies House and HMRC filings
Reorganising your corporate structure can improve efficiency, reduce tax, and create a better platform for growth. We manage the execution, coordinating all the legal, tax, and regulatory pieces so nothing gets missed.
- Assessing business objectives for the restructuring
- Advising on the most tax-efficient and compliant strategy
- Preparing corporate documentation including agreements, resolutions, and filings
- Coordinating with legal advisors, tax specialists, and regulatory bodies
- Facilitating share transfers, mergers, demergers, and intra-group transactions
- Managing Companies House and HMRC filings
- Handling regulatory approvals or consents
EMI schemes let you reward key employees with tax-efficient share options. Set up correctly, they're powerful for retention and alignment.
- Assessing eligibility and suitability for your business
- Designing the scheme to align with business and employee objectives
- Valuing company shares and agreeing valuation with HMRC
- Drafting EMI option agreements
- Registering the scheme with HMRC and submitting notifications
Investing in developing or improving products and processes? You may be entitled to valuable R&D tax relief. We work with your R&D specialist to make sure you get what you're owed.
- Reviewing your R&D activities and qualifying expenditure
- Assessing eligibility for R&D tax credits under HMRC rules
- Preparing a detailed R&D report supporting your claim
- Calculating the tax relief or credit due to your company
- Liaising with HMRC on the submission and any follow-up queries
Bought property? You need to file an SDLT return within 14 days and pay any tax owed, even if no tax is due. We calculate what's due, apply any reliefs, and submit on time.
- Assessing whether an SDLT return is required
- Calculating SDLT liability
- Identifying and applying relevant reliefs or exemptions
- Preparing and submitting the return within the deadline
- Confirming filing and payment receipt
- Liaising with HMRC on any queries
The CG34 lets you agree an asset's value with HMRC after you've sold it, confirming your Capital Gains Tax calculation and reducing the risk of a future dispute.
- Assessing whether a CG34 submission is beneficial
- Gathering valuation details and supporting documents
- Preparing the CG34 with an accurate, well-supported asset valuation
- Liaising with professional valuers if required
- Submitting to HMRC and handling correspondence
Renting out UK property from abroad? The Non-Resident Landlord Scheme lets you receive rental income without automatic tax deductions. We handle the application and ongoing liaison with HMRC.
- Assessing eligibility for NRL status
- Completing and submitting the NRL application to HMRC
- Liaising with HMRC regarding application status and approvals
Landlords who've missed declaring rental income can catch up through HMRC's Let Property Campaign, with reduced penalties. We review what's owed and handle the disclosure.
- Reviewing past rental income and expenses to assess liabilities
- Identifying unpaid Income Tax, CGT, and associated charges
- Calculating tax owed, including interest and penalties
- Preparing and submitting the campaign disclosure to HMRC
- Negotiating with HMRC to reduce penalties
- Setting up payment arrangements for outstanding liabilities
Overpaid tax? Whether it's from incorrect deductions, missed reliefs, or changes to your income, you're entitled to it back. We identify what's owed and handle the claim.
- Assessing eligibility for a tax refund based on your records
- Identifying unclaimed allowances, reliefs, and deductions
- Calculating the amount overpaid and preparing the claim
- Submitting the application to HMRC
- Liaising with HMRC to track your refund
Received a penalty from HMRC? Many can be challenged, especially if you had a reasonable excuse or genuine mitigating circumstances. We review it and build the strongest case.
- Reviewing the penalty notice and assessing validity
- Determining whether reasonable excuse applies
- Drafting and submitting a formal appeal to HMRC
- Providing supporting evidence
- Liaising with HMRC to negotiate reduction or cancellation
- Advising on escalation options if the initial appeal is unsuccessful
Made mistakes in past tax returns? A voluntary disclosure before HMRC notices is the best way to sort it, reduced penalties and a clean slate.
- Reviewing past tax returns and records
- Advising on the most appropriate disclosure facility
- Calculating tax owed, interest, and penalties
- Preparing and submitting the voluntary disclosure
- Setting up payment arrangements
Dealing with HMRC can be stressful and time-consuming. As your authorised agent, we handle it, responding to queries, managing investigations, negotiating payment plans, and making sure nothing falls through the cracks.
- Acting as your authorised tax agent
- Responding to HMRC queries regarding returns, compliance checks, and audits
- Negotiating payment arrangements and time-to-pay agreements
- Handling appeals and disputes over penalties, interest, or assessments
- Assisting with voluntary disclosures and tax corrections
- Supporting HMRC investigations or enquiries
- Liaising on VAT, PAYE, Corporation Tax, Self-Assessment, and other tax matters
One enquiry, appeal, disclosure or investigation, with a beginning and an end, is quoted as a fixed fee here. Acting as your agent month after month is an eba Enhance bolt-on, billed monthly alongside your package.
Sometimes you need professional support for one specific thing, a one-off task, an urgent review, a question that doesn't fit neatly into a package. We're here for that.
- Accounting & Financial Reporting Assistance
- Tax Advisory & Compliance Support
- Company Secretarial and Corporate Governance
- HMRC and Regulatory Compliance Queries
- VAT and Tax Investigations Support
- Payroll, Pension & Employee Benefits Guidance
- Business Valuation & Financial Due Diligence
Own UK residential property worth over £500,000 in a company? You need to file an ATED return each year. We calculate what's due and look for reliefs to reduce the bill.
- Assessing whether your property falls within the ATED regime
- Determining the ATED charge based on property valuation bands
- Preparing and filing the ATED return
- Reviewing available reliefs and exemptions to reduce or eliminate liability
- Managing ATED relief claims for rental businesses, developers, and charities
