Transaction tax planning

Transaction tax planning

Buying or selling a business, or restructuring an investment portfolio, are landmark events in your business and personal life.

So when you are involved in a standalone transaction of this kind, with substantial sums involved, you want to work with experts to keep the tax costs involved under control.

At Haslers, we are experienced in identifying opportunities for clients to achieve the best after-tax deal.

If you are involved in a transaction of this kind, we will work with you and your other advisers to ensure that every relief is claimed and every opportunity taken to maximise tax efficiency.

We can provide tax advice on transactions, including:

• mitigation of capital gains tax on corporate and business disposals
• capital allowances planning for business purchases or sales
• property sale or purchase planning
• starting a new business
• maximising relief for business losses
• maximising research and development tax credits
• tax-efficient funding
• management buyouts and buy-ins.

Our Tax Services

Our clients include owner-managed businesses, start-ups, corporate companies, private individuals, multi-generational families, subsidiaries of foreign corporations, and not-for-profit organisations for whom we provide personal and executive advice, corporation tax, both domestic and international, of private companies, trusts and estates.

Many of our clients are family-run businesses.  For these clients efficient succession planning and business structures are of family wide importance.  Due to our close relationships with our clients and proven experience we have a strong reputation as a long standing trusted adviser not only to the business but to the financial needs of the family as a whole and have considerable experience in providing IHT planning and establishing trusts.

As well as advising on one-off, stand alone issues, we can also look at the bigger picture of your circumstances and priorities, to assist in shaping strategies designed to enhance your future financial security.

For more information on Transaction tax planning, please contact Jon O’Shea.

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