Access Expert Tax Advice
When you need it
We’ve developed a new tax advice service to manage your specialist tax advisory needs or issues, no matter how complex.
Pensions
Capital Investments
Employee Incentives
Business Structure
Trading Activities and Taxable Profits
Business Sale, Cessation and Shareholder Exit
Succession and Retirement Planning
HMRC, Tax Disputes and Investigations
Fundraising
VAT
Income Tax
Business Activities
Investments
Inheritance Tax
Capital Disposals
International Tax
What you can expect
Here’s a step-by step of what to expect when we help you with a tax advice enquiry.
STAGE 1
Submit Your Enquiry
Email us or complete our online form with an outline of the tax related plans or issues that you would like us to consider.
STAGE 2
Fact Find
We will review your enquiry and complete a bespoke fact find in order to prepare a proposal.
STAGE 3
Information Review
We’ll review the information received and be in touch if there is anything missing.
STAGE 4
Prepare a Proposal
We will then liaise with the tax specialist in this area to identify the advice and planning needed.
STAGE 5
Submit Proposal
Within 5-10 working days, we will issue you a proposal via email, and be available to answer any questions you have.
STAGE 6
Engagement Begins
If you would like to proceed, we will commence the engagement process within two working days of confirmation.
Different levels of tax advice
The types of queries and tax advice you may need will range in complexity but for most scenarios there are three levels of complexity:
Complex
These enquiries are usually for a commoditised area of tax advice, e.g. certain VAT schemes or Company Share Option Plan.
Minimum 15 working days from enquiry to delivery
Very Complex
These enquiries include bespoke areas of tax advice where it’s clear the immediate answer isn’t obvious, e.g. property portfolio planning.
Minimum 18 working days from enquiry to delivery
Extremely Complex
These enquiries include highly bespoke areas of tax advice where the suggested planning crosses over multiple taxes or tax areas.
Minimum 20 working days from enquiry to delivery
We’re always on hand
We’re here to manage the enquiry process from start to finish, ensuring you receive an excellent service and the tax advice and/or planning you need. We’ll will prepare and send you a proposal for the tax advice and/or planning we suggest you take after liaising with our tax specialists