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"During negotiations to exit my former business, I engaged Mattocks Grindley to provide me with support in terms of negotiating value for my shares and also providing detailed tax advice in connection with the transaction.     On both counts, they were a great help and were happy to answer my questions.  Their support and advice throughout the transaction helped me in achieving a favourable conclusion. The nature of the experience was quite challenging personally and Mattocks Grindley left me confident the right result had been achieved, I cannot thank them enough"

Michael Lancaster

Tax Planning

As well as dealing with the usual routine matters such as filing tax returns, our team of tax specialists have significant experience in providing detailed tax planning advice for our clients' wealth.

Areas in which we have helped our clients recently include;

  • Providing detailed tax advice in connection with the proposed purchase of shares from one of the shareholders of a trading business.
  • Advising a client company on the tax issues arising from a proposed investment into the company from a private equity fund.
  • Advising a client who wished to set up a tax-efficient share option scheme for their key employees.
  • Advising a client as to the options available to them in terms of how they may look to purchase trading premises for their business.

The key to effective tax planning is to take advice early on in the process. It's far easier to structure things tax efficiently before the event!

If you would like to discuss any tax planning issues that you may have, get in touch with our tax team to see if we can help you.

Call 0151 559 1704 or Request a callback

Please submit your details here and someone will be in touch to discuss your requirements.

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© 2022 Mattocks Grindley. All rights reserved.

Mattocks Grindley is a trading name of JMG Victoria Ltd, Mattocks Grindley Ltd & Jennions Macken Ltd - Registered in England and Wales No: 10872174, 07216289 & 08210210. Registered office: 18 Mulberry Avenue, Widnes, WA8 0WN.
JMG Victoria Ltd & Mattocks Grindley Ltd are registered with the Institute of Chartered Accountants.
Mattocks Grindley Ltd is registered with the Chartered Institute of Taxation as a firm of Chartered Tax Advisors.

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