Independent advisory

Clear advice for the owners who carry the risk.

One senior adviser, end to end. The person you engage is the person who does the work.

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Est. 2003One officeSenior advisers only
Two advisers talking through paperwork in soft window light

What we do

Structure, tax and succession, in plain terms.

We advise owner-run businesses on the decisions that carry weight: how the business is held, what the tax position should be, and how ownership changes hands.

See what we advise on
Hands pointing at charts on printed reports during a working session

We would rather do fewer things properly than more things quickly.

What we advise on

Three lines of work, each led end to end.

01

Structuring

How the business is held, and how it protects the people behind it.

02

Tax

A position planned year round, not reconstructed every June.

03

Succession

Handing the business on, or selling it well, on a timeline set years out.

See the detail

22

years advising

140

families and businesses

1

office, one address

They sorted our structure years before we sold, so the buyer’s lawyers found nothing to argue about.

Margaret Doyle

Former owner, manufacturing

Bring us the decision you are weighing up.

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