Services
A tax decision often has accounting, personal wealth or corporate consequences. Our role is to see the whole picture, organise the information and stay with the client from routine compliance through to matters that need closer analysis.
Private clients
Some transactions happen only once or twice in a lifetime. They are worth reviewing before anything is signed or filed.
Advice and preparation of personal tax obligations, taking account of the client’s financial position and transactions carried out during the year.
We review the tax treatment of the transaction and how it fits within the client’s wider financial position, both before and after completion.
Where a matter involves tax, Land Registry, notarial or cadastral documents, we help bring the file together and coordinate the related obligations.
Accounting
Reliable accounts support compliance, better decisions and earlier detection of problems before year-end.
We organise and review accounting information so that it properly reflects the company’s activity.
We prepare year-end accounts with close attention to consistency between the accounting records, tax position and corporate documentation.
When needed, we analyse financial statements, ratios, movements and accounting treatment to explain what is happening behind the figures.
Tax
Routine tax compliance and one-off transactions start from the same place: understanding the facts before applying the law.
Preparation, review and filing of tax returns and information returns according to each client’s activity and circumstances.
We review transactions before they are carried out — or afterwards where necessary — identifying tax consequences, alternatives and resulting obligations.
When a tax matter develops into a review or formal procedure, we keep the accounts, supporting documents and the position being defended aligned throughout.
Corporate
We advise companies, shareholders and directors on both routine and exceptional transactions, coordinating the corporate, accounting and tax aspects.
Support with company formation, changes and ongoing corporate matters.
We assess the consequences before a transaction is formalised and coordinate the documentation required.
Public authorities
We handle notices, information requests and proceedings from public authorities, reviewing the background, documents and applicable rules before deciding how best to respond or appeal.
How we work
The right answer depends on the facts. That is why we do not treat a complex matter as if it were simply a form to be filed.