Shareholder Planning

Who would find this service useful?

  • Businesses looking to float or sell
  • Those who wish to maximise post-tax returns on business profits and extract cash from the business
  • Those looking to assess retirement options

What we offer our clients?

  • Evaluating the most tax-efficient options available to you
  • Assessing your bonus/dividend policy and remuneration strategies
  • Preparing and reviewing reports required to float companies on the main market and Aim
  • Sheltering tax on share and asset sales including substantial shareholdings relief
  • Maximising tax relief to raise finance
  • Minimising transaction costs for Stamp Duty and VAT
  • Assessing tax benefits such as Venture Capital Trusts, Enterprise Investment Schemes and employee share option schemes

Please contact Alastair Byrne on 01757 294959 or email him at to discuss our taxation services and how we can help you.

Our tax team

Alastair Byrne
Alastair Byrne