Tax Planning

    One of our specialist and high growth areas is that of tax planning both for private individuals and corporate entities.

    Our corporate finance tax planning involves assessing the tax implications of any proposed transaction and advising on alternatives which may be more tax efficient. Our review of the tax implications will consider the consequences for both the company and the individuals concerned.

    Various strategies will be considered including hiving off, remuneration planning, EIS relief, share option schemes, entrepreneurs’ relief etc. bearing in mind the impact on any available Income tax, Capital Gains tax or inheritance tax reliefs available.

    Please contact us if you would like to know how we may help you.

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    More from Corporate Finance

    Corporate Finance covers a wide range of services required at crucial stages in the life of a business, whether that is its purchase, a time of expansion, or its ultimate sale.

    When looking at such transactions we can provide you with expert advice in order to optimise the outcome for both you and your business. Please click on the relevant heading for further details.

    At Great Heights Academy Trust, we hold ourselves to the highest standards of financial transparency and governance. Engaging Simpson Wood has ensured that our external scrutiny arrangements are handled by professionals that understand our sector.

    From the outset, Simpson Wood demonstrated not only technical excellence but a genuine understanding of the education sector and the unique challenges faced by multi-academy trusts. Their audit team is professional, approachable, and consistently thorough—offering clear guidance while respecting the operational realities of our schools.

    What sets them apart is their proactive communication and attention to detail. They don’t just tick boxes—they help us strengthen our systems, anticipate risks, and build confidence across our leadership and governance teams.

    We would highly recommend Simpson Wood to other organisations.

    Our Tax Planning Team

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    Latest Corporate Finance Updates

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      Removing the UK’s tariff exemption for low value imports could risk pushing up prices, harming small businesses and reducing trade intensity, warns the British Chambers of Commerce (BCC). The government…
    • HMRC takes £137 million in late payment interest

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      HMRC has taken in over £137 million from late payment interest so far for 2023/24, a freedom of information request from investment platform AJ Bell shows.   The tax authority…
    • Tax advisers must be qualified and reputable

      Posted on
      It is vital that taxpayers and small businesses use reputable tax advisers with professional qualifications, warns the Chartered Institute of Taxation (CIOT). Currently, anyone in the UK can refer to…