Retained Advisory

Retained Advisory keeps specialist tax advice close to the decisions that shape your company, before the commercial facts are fixed.

Your engagement is senior-led. We work alongside your existing accountant, lawyers and other advisers, with the scope and working arrangements agreed at the outset.

Advice around the decisions ahead

• Funding rounds, SEIS/EIS and investment structures
• Employee equity, EMI, valuations and incentives
• R&D, Patent Box and intellectual property
• Shareholder changes and company structure
• Transactions and exit readiness

How we work together

1. Understand the business. We establish the current position, your objectives and the decisions ahead.
2. Set the priorities. We agree where specialist advice will be most useful.
3. Stay involved. We agree a rhythm of discussions and support that fits the work.
4. Review the scope. Where a separate implementation project or another specialist is needed, we discuss that before work starts.

Accounts and compliance alongside

Where you would prefer one firm, we can also look after the company's accounts, corporation tax, VAT and payroll, and the directors' personal tax returns, so the advice and the compliance are joined up. This is agreed as part of the scope.

A defined advisory relationship

This is specialist tax support with a defined scope, not a membership club or unlimited helpline. The scope, access arrangements and fee are agreed in writing.

Prefer a defined project?

If you have a specific matter that needs attention now, One-off Advisory is the direct route. If several issues are connected but the priorities are unclear, consider a Strategic Tax Review.