Specialist Services

Additional expertise for more complex situations

Alongside our core services, we provide a range of specialist support for clients with more complex or specific requirements.

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A Deeper Level of Support

As businesses grow and circumstances evolve, more complex requirements can arise.

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This may involve:

• Structuring decisions
• Long-term planning
• Transactions or changes in ownership
• Specialist tax considerations

We provide the expertise and support needed in these situations, delivered in a clear and practical way.

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Our Specialist Services

SSAS Pension Services

Support with Small Self-Administered Pension Schemes (SSAS), including:

• Setting up a SSAS pension
• Structuring advice for business owners
• Integration with business and property planning
• Ongoing accounting and tax support

This can be a powerful tool when used appropriately as part of a wider financial strategy.

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Corporate & Transactional Services

Support for businesses undergoing change or growth, including:

• Company restructures
• Group structuring
• Acquisitions and disposals
• Share reorganisations
• Management buyouts

Helping ensure transactions are structured efficiently and implemented correctly.

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Strategic Business & Tax Advisory

Higher-level advisory support for more complex situations, including:

• Advanced tax planning
• Business structuring decisions
• Long-term strategic planning

Typically delivered to clients requiring deeper input and ongoing advisory support.

Probate & Estate Administration

Support with the administration of estates, including:

• Inheritance tax returns
• Probate applications
• Acting as executor or supporting personal representatives

This service is closely linked to our Estate & Succession Planning work.

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Delivered as Part of a Wider Relationship

These services are rarely standalone.

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They are most effective when delivered alongside:

• Your accounting and tax
• Your finance function
• And your wider planning

Allowing us to provide advice that is properly informed and aligned.