Specialist corporate finance tax advice

Specialist corporate finance tax advice

When buying or selling a business, there are numerous tax opportunities as well as potential tax pitfalls. Planning is crucial to ensure you do not face a hefty corporate or personal tax bill.

As part of any transaction, we will work with you to assess and advise on all aspects of tax planning. We will review the tax implications both for the company and for the individuals concerned. We look for ways of minimising tax exposure and making the whole transaction as tax efficient as possible.

Tax planning for a large transaction can be fraught with pitfalls, so, the more informed and prepared you can be early in the process, the greater the likelihood of achieving your financial goals.

Barnes Roffe business sale and business acquisition tax planning

If you are selling a business, our tax planning services include:

  • Advising on deal structure to maximise tax efficiency
  • Advising on the tax implications of deal terms
  • Tax planning to minimise tax liabilities both pre- and post-transaction
  • Drafting and obtaining clearances from HMRC
  • Reviewing tax warranties and the tax deed

If you are buying a business, our tax planning services include:

  • Due diligence to identify potential problems in advance
  • Advising on tax warranties and indemnities
  • Tax planning for the structure of the purchase
  • Liaising with HMRC and other professional advisors

Why Barnes Roffe?

Our specialist tax team work in collaboration with our corporate finance team to ensure any transaction is structured and carried out in the most tax efficient way.

We have experience with various tax strategies including restructuring, business asset disposal relief, remuneration planning, share option schemes, CGT planning and IHT planning.

We will assess and advise on the impact on income tax, capital gains tax or inheritance tax of reliefs available.
Our excellent reputation and strong tax expertise will ensure you get the best possible tax advice for any transaction.

Barnes Roffe business sale services

  • Company valuations for sale
  • Tax valuations e.g., inheritance tax planning and employee share schemes
  • Options valuations for audit purposes
  • Shareholder exit and shareholder or commercial dispute valuations
  • Management Buy Outs (MBOs) valuations
  • Target company valuations for acquisitions
  • Company valuations during matrimonial issues such as divorce
  • Probate valuations
  • Investment valuations

More Corporate Finance services

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