FAQs

You will need to comply if your qualifying income (i.e. income before expenses) is greater than £20,000.

Qualifying income is:

• Income from self-employment
• Income from rental properties.

Where you have income from both sources, you need to consider your combined qualifying income to see if you qualify.

High net worth individuals look to manage inheritance tax exposure while keeping meaningful control over their assets. Trusts offer that balance; assets move outside the estate, while reducing the sense that clients have given everything away. Beneficiaries can include unborn grandchildren, and classes of beneficiaries can be defined, giving real flexibility for complex family situations.

Many clients also come to us already holding trusts, often set up years ago, that no longer reflect their circumstances or intentions. Unwinding, refining or restructuring an existing trust is a niche area, and one we handle with care.

There are many reasons why you’d need a company valuation, including:

• Corporate governance
• Tax and accounting
• Regulatory approval
• Shareholder exit
• Business planning
• Shareholder/matrimonial disputes
• Expert witness evidence for legal cases
• M&A.

If any of these apply to you, please get in touch for an informal chat with our business valuation advisers.

For businesses preparing to take on investment or debt finance, particularly in sectors like biotech, pharma or life sciences where funding is common, audit readiness is increasingly important. Getting the right structures in place before your audit can save time and cost.

From start to finish, we manage due diligence and legal work for you, right through to completion. Our goal isn’t simply to get the deal over the line. For us, success is your satisfaction and a future-proof deal. After all, that’s what our reputation’s built on.

If you’re ready to start the conversation, please get in touch for a confidential chat.

We love this bit; it’s when our expertise really gets to shine. You’ll have some true specialists on the job, advising on everything from commercial terms to capital gains tax – and explaining everything in practical terms.

Completion is a critical time, but if you’re still running your business, it can be stressful. We can provide project management for you, keeping the buyer on board through to controlling due diligence. You’ll have access to trusted partners for legal advice, too. Once the deal is complete, we won’t disappear; our regular check-ins will help the transition go smoothly.

Your PEM tax investigation specialist will help you understand why HMRC has launched an investigation.

The first thing you should expect from a tax investigation is a request for information, documents and records. But the response to this is far from straightforward.