One-off Advisory
Steve takes on a small number of standalone tax projects where the issue is significant, specialist and worth getting right.
This route is for situations with meaningful financial consequences or several moving parts.
Typical work includes SEIS/EIS, EMI, R&D, Patent Box, shareholder matters, restructures, cap table corrections and complex HMRC issues.
A good fit
One-off Advisory may be right where:
- you are raising investment and the tax structure matters;
- you are giving employees or founders equity;
- EMI, growth shares or valuations need proper thought;
- an R&D, Patent Box or HMRC issue has become consequential;
- your cap table, shareholder position or group structure needs fixing;
- a transaction, reorganisation or exit is approaching.
Not usually a fit
For routine compliance, bookkeeping, payroll or straightforward company-secretarial work, Steve may point you to someone else.
The question is not whether tax is involved. The question is whether the decision is important enough to justify specialist judgement.
How to enquire
Send a short note explaining the company, the issue, what is at stake and any deadline.
Steve will either suggest the right next step, propose a scoped engagement, or tell you if someone else is likely to be a better fit.