One problem could threaten everything
Property, intellectual property and trading risk sit in the same company.
How we fix itWe separate risk by placing assets and operations in appropriate entities.
Tax & Structuring
Group structures and holding company planning
Design the structure first, so growth, risk and eventual exit all work in your favour.
One working dayTypical reply time to every enquiry
Fixed feesAgreed in writing before work begins
FCCA-ledSenior, qualified oversight on every engagement
ConfidentialStrict confidentiality, NDA on request
Sound familiar?
The problems we are usually asked to solve
Many groups are built by accident: a new company for each idea, property in the wrong place, family members added without much thought. A deliberate structure ring-fences risk, moves cash efficiently and makes a future sale far simpler. Retrofitting it is possible, but cheaper if you plan it early.
Cash is stuck in the wrong company
Profits in one subsidiary cannot easily fund another, or reach you personally.
How we fix itWe design intra-group flows and dividend routes that are tax-efficient and compliant.
A buyer wants just one subsidiary
An untidy group makes carving out a single business complicated and expensive.
How we fix itWe prepare the group for sale, using reorganisations and reliefs where available.
Family and succession are unclear
Ownership and control are unplanned, so a change in family circumstances creates tax and control problems.
How we fix itWe plan share ownership and succession with specialist legal and tax input.
What you get
- Structure reviewMapping ownership, flows and risk across the existing group.
- Holding company designInserting a holding company and separating trading and investment activities.
- Group relief and consolidated reportingMaking use of losses and producing consolidated numbers for lenders and owners.
- Reorganisations and demergersRestructuring tax-efficiently with clearances where required.
- Family investment structuresOptions for holding wealth and passing it down the generations.
- Implementation supportWorking with your solicitors and corporate secretarial providers to deliver the plan.
Best suited toOwners of multi-company groups, property and trading businesses, and families planning succession.
The outcomeA structure that protects assets, simplifies reporting and sits ready for the next stage of the business.
How it works
- UnderstandWe review your position, structure and any correspondence and clarify your goals.
- ModelWe quantify the options so you can see the cost and benefit of each route.
- ImplementWe put the plan in place with your lawyers and advisers and file what is needed.
- ProtectWe keep the file, review annually and deal with HMRC if questions arise.
Questions we are often asked
Do I need a holding company?
Not always. They help most where you have several trading entities, investment assets alongside a trade, or a future sale in mind. We assess whether it adds value in your case.
Will restructuring trigger tax?
It can if done badly. Many reorganisations can be carried out tax-neutrally with the right route and clearances, which is why planning matters.
Can you manage all the group entities afterwards?
Yes. We provide group accounting, consolidation and compliance across all the entities.
Tell us what is on your mind. We will tell you honestly how we can help.
Send a short note. A senior member of the team replies by email, normally within one working day, and every first conversation is confidential.