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Halvorsen MeadeAccounting & Advisory

03 · Advisory

Tax Planning & Advisory

Considered, documented tax planning around real commercial decisions, including structure, remuneration, transactions and succession.

The context

Useful planning follows a commercial decision rather than driving it. We work through the tax consequences of what you are actually trying to do, set out the alternatives, and record the reasoning so the position remains defensible years later.

Typical scope

  • 01Structure reviews for new ventures, subsidiaries and reorganisations
  • 02Owner remuneration and profit extraction considerations
  • 03Transaction planning for acquisitions, disposals and reorganisations
  • 04Succession and intergenerational transfer planning
  • 05Written advice setting out assumptions, alternatives and residual risk

How the engagement runs

  1. 01

    Commercial brief

    We start with the decision you are weighing, not with a tax product.

  2. 02

    Analysis

    We model the alternatives and identify where the outcome depends on facts still to be settled.

  3. 03

    Written advice

    You receive advice that states its assumptions plainly, including what would change the conclusion.

  4. 04

    Implementation support

    Where instructed, we support the steps required and coordinate with your legal advisers.

Commonly needed to begin

  • An outline of the commercial objective and timing
  • Current group or ownership structure
  • Recent accounts and tax returns for the entities involved
  • Any existing advice already obtained on the matter

This is a general indication only; the exact information required depends on the engagement. Sensitive documents are exchanged through arrangements agreed with you, never through this website.

We do not promise tax savings, refunds or particular outcomes. Advice is specific to verified facts and the law in force at the time it is given.