Case studies

Corporate finance

• Recent transactions
• Achieving corporate growth
• Sale of a family engineering business

Insolvency

• A realistic review of the future prospects of a company
• Getting appointed as Trustee
• Investigation on behalf of creditors
• Manufacturing company – one big loss
• Partnership Property Company
• Putting protection in place for a director investing further monies in a company
• Reviewing options for rescue or liquidation
• S110 reconstruction – splitting a company between directors in dispute
• Sale of business pre Liquidation
• Use of solvent Liquidations procedures for exit of retiring directors

Audit

• Accumulated losses
• Group restructure

Sage support services

• Automated management reports
• Selecting and implementing effective software

Personal tax

• Capital Gains Tax or Income Tax?
• Taxpayers owning more than one residence
• Worker Status
• Workers arriving in the UK

Corporate and business tax

• Company structuring

Debt advice

• Debtor re-named on mother’s house
• One off debt negotiation
• The man in the pub didn’t know as much as he thought

VAT consultancy

• Disposal of book debts
• Lack of clear guidance from HMRC
• Successful ruling for the optical industry
• VAT assessment

Financial services

• Equity Release
• University Fees

Payroll

• Maternity Pay
• National Minimum Wage and Salary Sacrifice
• Worker Status

Financial services business

• Pension Planning
• Shareholder Protection

Accounts

• Staff incentivisation and management information
• Tax mitigation and return maximisation following sale of business
• Tax-efficient income extraction