Entrepreneurial Tax Advice

At AAB our specialist Expertise to Entrepreneurs’ (“E2”) team concentrate on ensuring Entrepreneurs’ and High Net Worth Individuals achieve higher returns by delivering structuring and tax advice with a commercial focus.

Our E2 specialists use their expertise and work daily to differentiate themselves in the market by delivering innovative investment structures that work for the entrepreneurial client throughout the life of the investment and beyond. Our main areas of knowledge include:

  • Tax Incentives for Entrepreneurs’

This includes advising on securing and maximising HMRC reliefs such as Entrepreneurs’ Relief and the new Investors’ Relief

  • Tax Efficient Structuring

Ensuring your investment is structured correctly at the outset will give the most favourable tax result on realisation. The utilisation of government backed incentives such as Enterprise Investment Relief (“EIS”) and Seed

Enterprise Investment Relief (“SEIS”) can be key in delivering this aim.

  • Employee Incentives

For an investment to be successful, it is essential to have a motivated and driven management team. Implementing the most appropriate type of employee share incentive plan can be fundamental to achieving this.

  • Pre-exit Wealth and Estate planning

Planning for an exit can ensure that not only Capital Gains Tax (“CGT”) is minimised, but Inheritance Tax (“IHT”) planning aspirations can also be achieved.

Therefore, if you are considering making risk based investments in unquoted companies speak to our E2 specialist advisers to determine the optimal structure and tax reliefs available for such an investment.

Let us give you the peace of mind that your business and personal interests are structured in the most appropriate way allowing you to focus on the commercial activities of your entrepreneurial investments.

 

Derek Gemmell

Key Contact

Derek Gemmell
Partner

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+44 1224 451908

Client Testimonials

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Case Studies

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