Case Studies

Now, here are some of the clients we have helped:

1. A family wanted to pass a portfolio of investment properties down a generation, to avoid Inheritance Tax. but if the properties were gifted to the children, they were deemed to be sold at market value, and that would have given a six figure CGT bill. We were able to pass the property down a generation free of both Inheritance Tax and CGT.

2. A solicitor had significant funds tied up in his practice. We re-arranged his financing, so that he got tax relief at 40% on his home mortgage.

3. We acted for a restaurant, which had a lengthy VAT investigation. We challenged the basis of assessment, and had the VAT bill reduced by over £40,000.

4. A client has a valuable art collection, which he kept in the UK, and wanted to pass to his children. We were able to offer a strategy to allow him to reclaim VAT on future purchases and avoid inheritance tax on the art collection, whilst still keeping it in the UK.

5. A director of a successful media company was sent to manage his company's New York office. Because of the success of recent products, he held shares with a seven figure gain which he wished to sell. We arranged for the sale to take place in such a way as to escape both UK and US tax on accrued gains.

6. A major consultancy firm was expanding into modern premises: we were able to claim 100% tax relief on substantial refurbishment.

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