Our client ran a small family company which consisted of a husband and wife, with two employees.

The business was profitable, but completely reliant on the husband who was working incredibly long hours. Over time he wanted to do less and work towards exiting the business but felt trapped - if he reduced his hours the profitability would suffer, and he needed to secure his family’s financial future.

As we work with most of our clients on a long-term basis over many years, we’re by their side every step of the way.

We’re there for independent and sound advice when they’re facing major changes as we’ve seen and done it all before.

Our client had received a purchase offer for part of the business they wanted to sell, however the sale was about to fall through as their previous accountant advised it wasn’t possible without incurring a large tax bill.

Once appointed, we liaised with the purchaser to carefully plan the sale so that it met all the objectives. We gained prior HMRC approval, allowing the trade to be sold at 10%, rather than the previous 46%.

One of our clients is a very profitable trading company that holds substantial property assets.

They came to us because they wanted to mitigate their corporation tax liability and fund a pension scheme.

Our client, a dentist, was originally employed by a dental surgery as an associate, but really wanted to have his own practice.

We have worked closely with him over the last seven years to make this a reality. He has now purchased his own dental practice, as well as the associated property, and is currently in the process of buying a second practice.