Tax Planning

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As a small growing business, we rely heavily on the excellent support that we receive from Simpson Wood. They provide the expertise and assurance which allows us to focus on our clients and service.

Richard Taylor-Jones
Managing Director
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- Independent Financial Advice
- Tax and Estate Planning
While always highly professional, Simpson Wood achieves a very personal service, which I have very much appreciated. The company has continued to modernise without losing any of the ethos of its traditions.

Simpson Wood successfully continues to offer first-class services in all respects. Over the years I have used all the services provided, so I speak with some authority when I say that these have always been excellent.

The team is approachable and only ever a phone call away, which is so important. I know that Simpson Wood is working with us, as well as for us. I have no hesitation in recommending Simpson Wood to anyone who needs an accountancy service.

Sara Battye
Director
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One of our specialist and high growth areas is that of tax planning both for private individuals and corporate entities.

Our corporate finance tax planning involves assessing the tax implications of any proposed transaction and advising on alternatives which may be more tax efficient. Our review of the tax implications will consider the consequences for both the company and the individuals concerned.

Various strategies will be considered including hiving off, remuneration planning, EIS relief, share option schemes, entrepreneurs’ relief etc. bearing in mind the impact on any available Income tax, Capital Gains tax or inheritance tax reliefs available.

Please contact us if you would like to know how we may help you.

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Corporate Finance covers a wide range of services required at crucial stages in the life of a business, whether that is its purchase, a time of expansion, or its ultimate sale.

When looking at such transactions we can provide you with expert advice in order to optimise the outcome for both you and your business. Please click on the relevant heading for further details.

Management Buy Out/Management Buy In Business and Succession Planning Acquisitions & Disposals Preparing a Business for Sale Due Diligence Valuations

We see Simpson Wood as a proactive partner that often looks for ways to improve our financial position by providing advice on tax planning opportunities.

The people at Simpson Wood take time and care to understand our needs and to provide advice in a professional way – and on a level which is easily understood. I would have no hesitation recommending this company to anyone looking for professional advice across a broad range of financial matters.

Rob Fay

Managing Director

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Danny and his team are a great asset to our business activities. The team members are helpful, cheerful and a pleasure to deal with. As a business we would be lost without them.

Steve Parkinson

Managing Director & Owner

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The knowledgeable and friendly staff at Simpson Wood continue to offer expert advice for the smooth running of our company accounts. They are efficient, competent and reliable – a professional firm providing a professional service, tailored to our needs. Long may it continue!

Steven Graham

Director

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Our close working relationship with Simpson Wood and its partners has ensured that our needs are serviced in the accurate, professional and timely manner that we require.

John Roebuck

Director

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