
Specialist work is where our experience really shows. We’ve guided clients through investment rounds, complex tax reliefs, share schemes, restructures and exits — the parts of business where precision and judgement matter most.
Our approach is hands-on, technically sharp and rooted in real experience, giving you clear answers and a smooth path through the complicated bits.
Specialist services

EIS / SEIS
We support founders through every stage of the EIS and SEIS process with a clear, step-by-step approach and fixed fees from Advance Assurance through to the final HMRC compliance filings.
Services include:​
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Advance Assurance
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Review and advice on share structures and commercial aspects
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Investor packs and supporting documentation
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Post investment compliance filing and record keeping
EIS / SEIS

Accessing grants is competitive and admin-heavy. We guide you through the process, identify what you’re eligible for, build a strong application, and help you present your financials clearly. The aim is simple: increase your chances of a “yes” without the stress
Services include:​
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Prepare financial projections for applications
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Support with narrative and commercial justification
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Submission management
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Reporting support
Grant applications
Enhanced
Reporting
Using our market leading claim tool we will enable you to provide robust, accurate R&D tax credit claims that will meet the rigorous HMRC criteria.
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Service explainer:

Creative and other sector specific reliefs
Creative, cultural, and knowledge-based industries can access a wide range of targeted reliefs. We help you understand which apply, structure your activity correctly, and prepare clear claims that get you the relief you’re entitled to.
Services include:​
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Creative industries relief (eg Theatre Tax Credit)
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Film, TV and Games reliefs
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Eligibility checks and claims preparation

Share options (including EMI)
Whether you’re rewarding key staff or building a scalable incentive plan, we work a partner firm to design option schemes that are commercially sensible and HMRC-compliant. We help you avoid the pitfalls, document everything correctly, and set the scheme up for long-term success.
Services include:​
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EMI scheme design and valuations
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Preparation of HMRC notifications
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Option agreements and grant paperwork
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Ongoing scheme reporting and compliance
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Review of existing schemes

Financial due diligence
When you’re buying or selling, you need clarity — quickly. Our due-diligence work gives you a clear picture of the numbers, risks and opportunities so you can negotiate confidently and make informed decisions.
Services include:​
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Quality of earnings review
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Balance sheet and working-capital analysis
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Tax position and exposure review
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Forecast assessment
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Reporting for buyers or sellers

Group structure and reorganistions
We help you design and implement group structures that support your goals — tax efficiency, risk management, investment readiness or succession planning. You get clear advice, proper documentation and a smooth, compliant process from start to finish.
Services include:​
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Group restructuring plans
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Holding company setups
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Share-for-share exchanges
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Corporate simplification
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HMRC clearances where required



