Case studies

We are passionate about helping small business grow and succeed 

CKLG

Case Study

A business with both trading and investment activities was structured as a number of separate companies. The owner was faced with an inefficient corporate tax structure and significant compliance costs as well as difficulties in channelling income to his children tax efficiently.

In addition, the owner's father had a substantial potential inheritence tax (IHT) liability.  We solved the owner's problems by grouping the companies together, and issuing special classes of shares to allow the children to receive dividends tax efficiently.

And we reduced the father's potential IHT liability by arranging for him to invest in the owner's trading business and so qualify for IHT Business Property Relief.