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Transaction services

Get expert advice on your tax situation with our professional consultation services.

We deliver partner-led, commercially focused transaction advisory services, combining fresh thinking with proven experience. Agile, hands-on, and results-driven, we work with clients across the UK and internationally, helping them navigate complex transactions with confidence and clarity.

Financial Due Diligence

Financial due diligence provides a clear, independent view of a business’s financial performance, profitability, and underlying position ahead of a transaction.

Our Transaction Services team delivers tailored financial due diligence for acquisitions, investments, and exits, helping clients understand risks, validate value, and make informed decisions with confidence. We support clients throughout the deal process, from first-time acquisitions to complex, multi-party transactions.

Our focus areas include:

• Quality of earnings analysis

• Identification of debt and debt-like items

• Assessment of normalised working capital

• Key deal risks and value drivers

How We Add Value

Risk assessment - We identify financial, operational, and market risks early, helping you mitigate issues before they impact value ordeal structure.

Cash flow analysis - We analyse historic and forecast cash flows to assess liquidity, sustainability of earnings, and the ability to convert profit into cash.

Compliance review - We review compliance with UK GAAP or IFRS, ensuring revenues and profits are reported appropriately and consistently.

Tax Due Diligence

When acquiring a company, buyers typically inherit any historical tax risks that remain within the business. Understanding those risks early is critical to protecting value and avoiding unexpected liabilities.

Our Transaction Services team provides focused, pragmatic tax due diligence to help buyers clearly understand a target company’s tax profile and exposures before completing a deal.

Our tax due diligence typically includes:

• Review of historical tax filings and payment compliance

• Identification of ongoing or potential HMRC audits and enquiries

• Assessment of unrecorded or contingent tax exposures

• Evaluation of the availability of tax attributes post-transaction, including losses and reliefs

Tax Due Diligence – Clear Insight. Protected Value.

We deliver tailored tax due diligence to help buyers understand and manage historical tax risks when acquiring a business.

Our services cover corporate tax, employment taxes, and VAT, with scope scaled to the complexity of the deal. From focused reviews of periods within HMRC enquiry windows to more detailed multi-year assessments, our approach is efficient, proportionate, and deal-driven.

What we focus on:

• Unrecognised tax exposures that could impact value or purchase price.

• Pre-transaction restructurings and related tax risks.

• Preserving tax attributes, including trading losses and reliefs.

• Post-completion priorities for managing tax risk.

• Input into tax warranties and indemnities to ensure appropriate protection.

How It Work

How We Handle Your Information

From documents to final planning — we ensure compliance and maximum tax savings

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Start with a Quick Online Assessment

Fill out a short, easy form to give us an overview of your income and tax situation, it only takes a few minutes.

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Get Matched with a Tax Expert

We’ll assign a dedicated tax specialist who understands your situation and will prepare your return accurately.

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Relax While We File for You

We’ll review everything with you, submit your return to HMRC, and ensure it’s done right and on time, no stress, no hassle.

Plan smarter. Save more tax.

Let’s get your tax planning sorted today.

Who We Assist

Our Transaction Services team supports SMEs, owner-managed businesses, investors, and funders through buy-and-sell transactions, mergers and acquisitions, debt raising, and exit planning.

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Frequently asked questions

Have more questions? Don’t hesitate to reach.

Talk to our team directly for quick answers and guidance.

Who needs tax planning?
When should I start tax planning?
Is tax planning only for high earners?
Is tax planning legal?
How is tax planning different from filing a tax return?

Get a call back

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Stress-Free Filing

Let us handle the paperwork so you don’t have to

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Expert Support

Real accountants, ready to answer your questions.

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Always On Time

We’ll remind you and file before the HMRC deadline.

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