Our Services
Deep expertise in the areas that matter most
We don’t list services — we provide strategy. Click any item to see what the issue is, why it matters, and exactly how we help.
International Tax & Global Mobility
Tax implications don’t stop at the airport — and they don’t end when you leave the UK either. Whether you’re arriving or departing, we provide strategic counsel across the full lifecycle of your international financial life. Click each area to see how we advise.
UK Tax Residency & Statutory Residence Test
Understanding UK tax residence is critical before arriving in or departing from the UK. We advise clients on day-count planning, split-year treatment, family and accommodation ties, and long-term UK tax exposure under the Statutory Residence Test framework.
Typical issues we advise on
- Am I UK tax resident this year — and does it matter?
- How many days can I spend in the UK without triggering residency?
- Split-year treatment on arrival or departure
- Overseas workday relief and tie-breaker rules
Leaving the UK — UAE, Singapore, US, Canada, Europe
Simply relocating does not end your UK tax obligations. Each destination creates its own tax interaction with the UK system. We coordinate your UK exit with the tax rules of your destination country — ensuring nothing falls through the gap between two jurisdictions.
Destination-specific advice
- UAE / Dubai:No income tax locally, but UK property, pensions & residency break must be carefully managed
- United States:UK-US treaty complexity, ISA treatment by the IRS, pension elections, worldwide taxation
- Singapore:Capital gains timing, optimal departure date, CPF & investment structuring
- Canada:Deemed disposition rules, UK pension transfers, treaty relief on property income
- Europe (FR, DE, ES, NL, IT):Post-Brexit bilateral treaties, exit taxes, property income obligations
Pre-Arrival & Post-Arrival Tax Planning
Tax planning before relocation can significantly affect future UK taxation. We help clients structure income, investments, remittances, asset ownership and residency timing before arrival and during transition periods — decisions made before you land can save years of complexity.
Typical issues we advise on
- Timing asset realisations before becoming UK resident
- Structuring overseas income to minimise UK exposure
- Remittance planning before establishing UK residency
- Pension contributions, employer structuring and arrival timing
Double Taxation Treaty Claims
Cross-border income may be taxed in multiple jurisdictions without proper structuring. We advise on treaty residence positions, foreign tax credits and applicable double taxation treaty reliefs between the UK and overseas jurisdictions — the UK has treaties with 130+ countries.
Typical issues we advise on
- Which country has taxing rights on my income or pension?
- How do I claim foreign tax credits to avoid paying tax twice?
- Treaty tie-breaker clauses for dual residents
- Interest, dividends and royalties — treaty reduced rates
Overseas Income & Asset Reporting
UK residents may be required to disclose overseas income, assets, trusts, companies and investment structures. We assist clients in understanding reporting obligations and managing international transparency requirements — penalties for non-disclosure can be severe.
Typical issues we advise on
- Foreign rental income, dividends and interest disclosure
- Overseas bank accounts and investment portfolios
- Foreign company interests and controlled foreign company rules
- Voluntary disclosures and regularisation of historic non-compliance
Remittance Basis vs Arising Basis Decisions
The choice between remittance and arising basis taxation can materially impact UK tax liabilities for non-domiciled individuals. We advise on the commercial and long-term implications of each approach based on residency status, income profile, and asset structures — this is not a one-size-fits-all decision.
Typical issues we advise on
- Should I pay the Remittance Basis Charge (RBC)?
- Which overseas income can be remitted tax-free and how?
- Loss of UK personal allowance and CGT annual exemption
- Long-term strategy as 7-year and 12-year thresholds approach
International Family & Wealth Structuring
Families with assets across multiple jurisdictions require careful coordination between tax, succession and ownership structures. We advise on cross-border wealth preservation, gifting strategies, trust structures and long-term intergenerational planning.
Typical issues we advise on
- Cross-border inheritance tax exposure and relief
- Gifting strategies across jurisdictions
- Trust structures for international families
- Succession planning across UK and overseas estates
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Global Mobility — Both Directions
Arriving in the UK or leaving for Dubai, Singapore, the US, Canada or Europe — we handle the tax in both directions across 130+ countries.
Real Estate & Investment Structuring
Property ownership structure directly affects income tax, financing deductibility, capital gains exposure and succession planning across your entire holding period. We advise at every stage — from acquisition through to disposal.
Buy-to-Let Tax Planning & Optimisation
Property ownership structures directly affect income tax, financing deductibility, capital gains exposure and succession planning. We advise landlords and investors on tax-efficient holding structures and long-term portfolio optimisation — the difference between the right and wrong structure can be tens of thousands of pounds annually.
Typical issues we advise on
- Section 24 mortgage interest restriction — reducing its impact
- Allowable expenses and capital vs revenue expenditure
- Wear and tear allowance vs replacement relief
- Furnished holiday lettings — qualifying and benefits
Stamp Duty Land Tax (SDLT) Structuring
SDLT costs can materially affect investment returns and should be planned for before exchange, not after completion. We advise on acquisition structuring, mixed-use treatment, multiple dwellings relief considerations and ownership arrangements — the right advice at the right time can save significant sums.
Destination-specific advice
- Multiple dwellings relief on portfolio acquisitions
- Mixed-use classification and lower SDLT rates
- First-time buyer relief eligibility
- Transfers between spouses, family members and companies
Property Company Formation (SPV)
Holding property through a company structure may offer commercial and tax advantages depending on financing, ownership and future exit strategy. We advise on SPV setup, shareholder structuring, mortgage finance implications and ongoing compliance — and critically, we tell you honestly when a company structure is not in your interest.
Typical issues we advise on
- Personal vs company ownership — detailed financial modelling
- Incorporation relief and CGT on transfer
- Mortgage lender considerations for SPV structures
- Dividend extraction strategies for directors
Capital Gains Tax on Disposal
Disposals of UK property may trigger capital gains tax even for non-residents, and must now be reported to HMRC within 60 days of completion. We advise clients on disposal timing, relief availability, rebasing opportunities and transaction structuring prior to sale — planning before exchange protects you.
Typical issues we advise on
- Principal private residence relief — eligibility and periods
- Lettings relief and periods of absence
- 60-day reporting requirement for non-residents
- Base cost rebasing and capital losses
Non-Resident Landlord Scheme
Non-UK residents receiving UK rental income may fall within the Non-Resident Landlord Scheme, which imposes withholding tax obligations on letting agents and tenants. We assist with HMRC registration, withholding tax management, and ongoing UK compliance obligations for overseas landlords.
Typical issues we advise on
- NRLS registration and approval process
- Letting agent obligations and client money
- Annual UK self-assessment return for non-residents
- Interaction with double taxation treaties
Portfolio Restructuring & IHT Planning
Long-term property ownership requires consideration of inheritance tax exposure, succession planning and intergenerational transfer strategies. We assist clients in restructuring portfolios for both tax efficiency and long-term preservation — the earlier this is addressed, the greater the options available.
Typical issues we advise on
- IHT exposure on UK residential property for non-UK domiciles
- Gifts and potentially exempt transfers (PETs)
- Family investment company structures
- Trust structures for property holding and succession
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Real Estate & Investment
Structured for tax efficiency at every stage — acquisition, holding, restructuring, and disposal.
Strategic Finance, Advisory & Funding
We act as your outsourced finance director — advising on structure, tax, cost, and capital. For businesses that are growing, stalling or seeking capital, we provide the strategic financial insight that most businesses only get when they hire a CFO. We also arrange funding — from working capital and growth finance to grant funding and debt facilities.
Business Cost Reduction & Margin Analysis
Most businesses are spending more than they need to — not through carelessness, but because costs accumulate without strategic review. We analyse your cost base across operations, suppliers, payroll, financing, and overhead — identifying sustainable reductions without compromising capability.
Typical issues we advise on
- Supplier contract renegotiation and benchmarking
- Payroll structure efficiency and employment cost review
- Technology and SaaS subscription audit
Business Funding — Growth Capital & Expansion Finance
Growth often stalls not because the business isn’t ready, but because the right capital structure isn’t in place. We advise on and arrange growth capital — equity, debt, and hybrid instruments — for businesses seeking to expand, acquire, or scale operations. We act as your commercial finance advisor, not just a referrer.
Destination-specific advice
- Equity raises — investor readiness, financial modelling, pitch preparation
- SEIS / EIS structuring to attract UK tax-advantaged investors
- Growth loans — commercial bank facilities, challenger banks, alternative lenders
- Acquisition finance — structuring and arranging funding for business acquisitions
- MBO / MBI finance — management buyout and buy-in structuring
Working Capital & Cash Flow Finance
Cash flow is the number one reason businesses fail — not profitability. We advise on and arrange working capital facilities, ensuring your business has the liquidity to operate efficiently, pay suppliers on time, and capture growth opportunities without cash drag.
Typical issues we advise on
- Invoice finance and trade receivables facilities
- Revolving credit facilities and overdraft structuring
- Supply chain finance and early payment programmes
- Asset-based lending against stock, debtors or equipment
- Cash flow forecasting and covenant compliance
Debt Finance & Refinancing
Many businesses are over-paying on existing debt facilities or holding the wrong type of debt for their current stage. We review existing facilities, arrange refinancing where appropriate, and advise on the optimal debt structure — balancing cost of capital, flexibility, and covenant obligations.
Typical issues we advise on
- Bank facility refinancing at better rates or terms
- Private credit and direct lending alternatives
- Real estate finance — commercial mortgage structuring
- Bridging and development finance for property businesses
- Debt covenant review and lender negotiation
Government Grants & R&D Tax Credits
There is significantly more non-dilutive funding available to UK businesses than most owners realise — and most of it goes unclaimed. We identify, apply for, and manage grant funding and R&D tax credit claims, providing a genuine return on a contingency or fixed-fee basis.
Typical issues we advise on
- R&D tax credits — RDEC and SME scheme claims
- Innovate UK Smart Grants and sector-specific competitions
- Horizon Europe and UK Research & Innovation (UKRI) programmes
- Regional growth funds, LEP grants and apprenticeship incentives
Annual Accounts, Corporation Tax & Compliance
Compliance is the foundation — but it should also be a strategic tool. We prepare statutory accounts and corporation tax returns while actively identifying planning opportunities within the filing, rather than treating compliance as a box-ticking exercise.
Typical issues we advise on
- Timing of profit recognition and deductible expenditure
- Capital allowances and full expensing elections
- Group relief and loss utilisation
- Director remuneration and dividend strategy
Management Accounts, Forecasting & CFO Advisory
Timely, accurate management information is the difference between making decisions confidently and operating blind. We provide monthly management accounts, rolling forecasts, and board-level reporting — and attend board meetings where required as your outsourced strategic finance partner.
Typical issues we advise on
- Monthly P&L, balance sheet and cash flow reporting
- Rolling 12-month and 3-year financial forecasts
- KPI dashboards and variance analysis
- Board pack preparation and financial narrative
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Strategic Finance & Advisory
From growth capital and working capital to cost reduction and compliance — your outsourced CFO and finance director in one practice.
HMRC Compliance & Tax Filing
Compliance is not just about filing on time — it is about filing correctly, filing strategically, and managing your relationship with HMRC proactively. We manage the full compliance lifecycle so you never face a penalty, a surprise demand, or an avoidable enquiry.
Self-Assessment Tax Returns
We prepare and file self-assessment tax returns for individuals with complex affairs — multiple income sources, overseas assets, property income, capital gains, and employment income from multiple jurisdictions. Accuracy and strategic use of reliefs and allowances are both part of what we deliver.
Typical issues we advise on
- Multi-source income — employment, dividends, rental, overseas
- Capital gains reporting — property, shares, business assets
- Pension contributions and annual allowance charges
- Domicile elections and overseas workday relief claims
Corporation Tax Returns
We prepare corporate tax computations and returns, ensuring all available reliefs — capital allowances, R&D credits, group relief and loss carry-back — are identified and claimed. Corporation tax filing is both a compliance obligation and an opportunity to optimise your company’s tax position.
Destination-specific advice
- Capital allowances — full expensing and AIA
- Trading loss carry-back and group relief
- Associated company rules and marginal rate
- Close company loan rules and benefit in kind
HMRC Enquiry & Investigation Support
An HMRC enquiry or investigation is stressful, time-consuming and potentially expensive. We act as your representative throughout the process — from the opening enquiry letter through to resolution — managing all HMRC correspondence, preparing responses, and negotiating where appropriate to protect your position.
Typical issues we advise on
- Aspect and full enquiry management
- Code of Practice 9 — civil investigation of fraud
- Penalty mitigation and settlement negotiation
- Voluntary disclosures to regularise historic non-compliance
VAT Registration, Returns & Advisory
VAT is one of the most technically complex UK taxes and one of the most frequently mismanaged. We advise on registration, scheme selection, input tax recovery, partial exemption, and cross-border supply rules — ensuring you neither over-pay nor inadvertently create a liability.
Typical issues we advise on
- Compulsory and voluntary registration decisions
- Flat rate, cash accounting and annual accounting schemes
- Partial exemption and mixed-use input tax recovery
- Cross-border services — place of supply and reverse charge
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HMRC Compliance
Every return filed accurately and strategically. Every deadline met. Every opportunity identified. No penalties, no surprises.