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Specialist services

Expert tax and transaction support services where experience really matters

Specialist more

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:​

  • Advance Assurance

  • Review and advice on share structures and commercial aspects

  • Investor packs and supporting documentation

  • Post investment compliance filing and record keeping

A rocket taking off representing a business supported by EIS and SEIS funding

EIS / SEIS

A grant application

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:​

  • Prepare financial projections for applications

  • Support with narrative and commercial justification

  • Submission management

  • Reporting support

Grant applications

Enhanced

Reporting

Services include:​

  • Project scoping and eligibility review

  • Technical report preparation

  • Cost analysis and claim calculations

  • Digital submission to HMRC

  • Enquiry support if needed

R&D Tax credits

A young scientist.  Representing R&D tax credit claims made by Parry and Parry

R&D Tax Credits

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:

A representation of Theatre Tax relief and other creative industries reliefs

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:​

  • Creative industries relief (eg Theatre Tax Credit)

  • Film, TV and Games reliefs

  • Eligibility checks and claims preparation

Share options

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:​

  • EMI scheme design and valuations

  • Preparation of HMRC notifications

  • Option agreements and grant paperwork

  • Ongoing scheme reporting and compliance

  •  Review of existing schemes

Financial due diligence on acquisition or sale

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:​

  • Quality of earnings review

  • Balance sheet and working-capital analysis

  • Tax position and exposure review

  • Forecast assessment

  • Reporting for buyers or sellers

An org chart representing group restructuring

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:​

  • Group restructuring plans

  • Holding company setups

  • Share-for-share exchanges

  • Corporate simplification

  • HMRC clearances where required

Let's talk about your business

Contact us for a free consultation about your business and plans for the future
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