The tax breaks to help companies attract investment are as complex as they are generous. We help some of the UK’s most active investment funds navigate these waters and also advise a wide range of private investors on the advantages of matching their income and gains with qualifying investments.

“My property is my pension.” We hear that a lot, but if your property isn’t in a pension, you’re missing a trick - tax free growth in the value of the property and tax free rental income. With a SSAS pension, you can also borrow up to 50% of the value of your pension when your company needs extra working capital. It is a smart part of any family wealth plan. A lot of business owners believe they can make more money by investing in their own business than by investing on stock markets. Well, by making loans from your pension to your business, you can do exactly that, tax free.

Quantify.tax is how we’ve reimagined R&D tax claims. Instead of outsourcing the entire process to external consultants, our software platform puts the company making the claim in the driving seat. Seeing the value of the claim in-year (rather than after the accounts are prepared) gives businesses the financial information they need when they need it.