Our business clients operate across a wide range of diverse sectors ranging from small owner managed businesses to publicly listed companies and international groups with significant cross border transactions. The corporate tax arena has now become one of the most complex areas for in-house finance teams to manage with international and cross border matters adding further complexity, with the only certainty that the tax landscape will continue to change. Our team help ensure that our corporate clients are compliant and transparent on tax strategies while keeping costs to a minimum and remaining fully up to date on the latest rules, legislation and reliefs available.
- Preparation of corporate self assessment tax returns.
- Advice on tax payments.
- Assistance with elections for payments to be allocated to group members or organising group payment arrangements.
- Capital Allowance Claims.
- Preparation of tax disclosures for financial statements under UK GAAP or IFRS.
- Assistance with HMRC tax investigations
- Preparation of forms P11D, Forms 42, CT61, Non resident landlord schemes, PSAs.
- Accounts for rental or other small businesses.
- All HMRC elections for example PPR elections, CGT Holdover claims
- Preparation of partnership self assessment returns.
- Allocation of taxable profits between partners, with inclusion on personal tax returns.
Tax Planning & Consultancy Services
Having a dedicated tax consultancy team at Campbell Dallas is what sets us apart. The tax consultancy team delivers bespoke tax planning solutions. With the ever increasing complexity and pressure on cash flow, the ability to save or defer tax through the use of strategic tax planning has assumed a higher profile. Our team comprises of qualified accountants, tax advisers, former HMRC inspectors and advisers with legal training. Our team can provide comprehensive and constructive practical advice in all areas of tax. If we are retained to implement bespoke tax planning and do not otherwise act for the client we will work closely with your existing accountant. We supply a full report of any tax planning and Disclosure Report to ensure that all advisers are kept fully informed as well as the client. Areas include:
- Onshore and offshore planning
- Transaction tax advice
- Strategic planning and corporate restructuring
- Tax investigations and HMRC enquiries
- Land & Buildings Transaction Tax/Stamp Duty Land Tax
- Preparation of trust self assessment returns.
- Advice on tax payments.
- Completion of form R185 where necessary.
- Assistance with HMRC tax investigations
Ian has extensive experience across tax issues and provides bespoke and innovative solutions for our clients. He has over 30 years of experience working across a number of our key sectors. This enables him to draw on a wide range of knowledge when working on complex situations, delivering quality advice and service.
Aileen heads up the firm’s Tax Consultancy Group. She has a background in law and qualified with the Chartered Institute of Tax. Aileen provides bespoke solutions for many of our clients. She is responsible for both onshore and offshore personal and corporate tax consultancy, providing advice on a wide range of transactions including mergers/demergers and acquisitions and disposals, as well as trust structures.
Craig is qualified as a Chartered Tax Advisor and a Chartered Accountant and has provided tax consulting advice to companies and their shareholders for over fifteen years. His clients range from owner managed businesses to large multinational groups. Craig is a member of tax committees at both ICAS and the Law Society of Scotland.
Jimmy specialises in the taxation of owner managed businesses with a focus on corporation tax. He has wide personal tax experience and can provide a complete one point-of-contact tax service.
He has previously worked with Deloitte and Chiene & Tait after completing his training with PWC, where he qualified as a CA.
Mark is a specialist in the complex field of international corporate tax. He has extensive experience of tax forecasting, developing solutions for reporting and automating tax systems, tax audits, operational tax management, management of tax affairs in overseas jurisdictions and handling complex tax authority enquiries. He is also a mentor on the ICAS global virtual career mentoring programme.
David is a fully qualified Chartered Accountant and Chartered Tax Adviser. He works with many of our corporate clients’ tax and VAT affairs. In addition to handling routine compliance matters (including investigations and enquiries) David is committed to identifying opportunities to reduce our clients’ tax burden wherever possible. David is also one of our ICFIB-trained members, and therefore well-placed to deal with the inevitable issues that arise in family businesses.
Katy is an Associate Director in our Tax Consultancy Group in Scotland. After completing her law degree Katy qualified with the Institute of Chartered Accountants of Scotland. With a focus on personal tax, Katy advises on a wide range of tax issues including succession planning, residence & domicile matters and tax planning for key management executives of owner-managed businesses.
Liz is a Tax Manager within our Business Advisory Services department. She has over 25 years experience providing accountancy services to clients in the healthcare sector. She has advised a wide range of clients including Directors, sole traders, doctors and lawyers in all aspects of their tax affairs.
Our specialist Tax Consultancy Group and VAT team work together to help clients to structure acquisitions and disposals of businesses, whether these be share sales or purchases of trade and assets. We are aware that such transactions are important milestones in the life of a company or the individual client, and ensure that clients understand the tax implications of the proposed transaction, that alternatives which may be more tax efficient are considered, and that the client is not exposed to unnecessary risk.
We regularly assist purchasers of limited companies to ensure that there are no unexpected historic tax liabilities which they would otherwise inherit on acquisition.
Through our specialist skills in corporate tax, employment taxes, VAT and international tax we are able to identify potential exposures and suggest pragmatic solutions to allow deals to progress wherever possible.
Advice on Disposal
We offer tax advice to individuals disposing of their businesses to ensure that their tax position and therefore their net proceeds are optimised. This involves advice on the structure of shareholdings, corporate groups and dealing with queries from the advisors of the purchaser. It can also include seeking clearances from HM Revenue & Customs, and restructuring prior to a deal by means of, for example, a demerger.
We have recently offered tax advice to shareholders on their personal tax position on a disposal to a large US technology company, to growing companies taking on investment from venture capitalists, and to smaller companies where the shares are being disposed of to management.
The expertise of our team, working closely with our Corporate Finance colleagues, ensures that our clients obtain the best advice on what is often the most important business transaction of their lives.
Advice on Acquisitions
We are able to advise on the structuring of acquisitions, including international acquisitions, from a tax perspective. This ensures that our clients capture available tax reliefs such as capital allowances and tax losses, whilst bearing in mind our client’s commercial objectives.