Shareholder Tax planning

Shareholders often have different objectives depending on whether they are investing, growing the business, passing wealth to family members or preparing for a future sale.

We advise shareholders on structuring their investments and shareholdings in a tax-efficient manner.

Our services include:

  • Dividend planning
  • Shareholding structures
  • Family ownership planning
  • Share transfers
  • Share buy-back considerations
  • New share issues
  • Employee share schemes
  • Succession planning
  • Tax implications of shareholder changes

Effective shareholder planning helps protect long-term wealth while supporting the future growth of the business.