We can assist in the following areas:

  • Share for Share exchange to set up groups and how they work
  • Demergers, Capital Reduction Demergers reports and transactions
  • Reorganisation to get the right structure in for a future sale
  • Incorporations into Family Investment Companies and the use of freezer and growth shares for IHT planning (this is becoming popular for farmers)
  • Cash Extractions by way of Company Purchase of own shares for retiring director/shareholders
  • MBO and all share schemes for staff incentives
  • Sale of business or sub co and SSE
  • Succession planning
  • EIS and SEIS Applications

Trusts

  • Review of UK trusts
  • Use, tax implications and setting up of Employee Ownership Trusts
  • Review of Employee Benefit Trusts and the loan charge and sub fund rules and Part 7A tax implications
  • Review of offshore Trusts and UK beneficiary implications on loans , distributions and the matching rules on imbedded gains and income
  • Offshore companies and trusts owning UK property and the indirect disposal rules
  • Offshore withholding tax issues on royalties

Property

  • SDLT reviews
  • Exchange of joint interest reviews
  • Dividend in Specie transfers
  • Extracting property from a company
  • Incorporation of genuine property partnerships
  • SDLT sub sale relief

Personal

  • Residency reviews and planning
  • IHT reviews and planning
  • Compensation agreements reviews
  • IR35 reviews

Investigations

  • Small investigations and responses to HMRC investigations

Need Guidance Before Taking the Next Step?

Get in touch with our consultancy team today for a free triage session by emailing our dedicated consultancy inbox: consultancy@vantagefeeprotect.com

Market Leading Policy Coverage

Plain English Policy, continuously updated to ensure that it reacts to the latest HMRC threat.

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Access to the most experienced Claims Handlers in the industry, with the broadest claims handling authorities.

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Tax & VAT Telephone Advice and Technical Support

Access to our best telephone advisors for all accountancy clients, and more in-depth consultancy support, at competitive rates as and when you need it. Plus, access to Tolley Topical Tax Updates and regular technical updates and Q&As.

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We offer bespoke marketing support and guidance, including email and hard copy mail services, as well as premium or fee collection solutions. Our comprehensive range of digital tools enables your clients to easily purchase protection.

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In-depth consultancy for complex challenges — helping you navigate tax, business, and financial decisions with confidence.

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Access to our business support helpline, plus discounted rates on more in-depth support, including contract and handbook reviews, Health & Safety and Fire Risk Assessments.

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