Specialist Tax Support for Accountants
Your client. Your relationship. Our specialist tax expertise.
When a client presents you with a tax issue that falls outside the everyday, Bespoke Planning Solutions LLP can provide the specialist technical support you need, without taking over the client relationship.
We work alongside accountants and professional advisers across the UK on complex tax planning, corporate restructuring, property taxation, inheritance tax and HMRC disputes.
You remain the client's accountant. We provide the specialist expertise when you need it.
Got a difficult tax case?
If you have a client matter you would like to discuss, send us a brief outline.
Your initial discussion with one of our specialist advisers is without charge or obligation.
Why Bespoke Planning Solutions?
We specialise in complex UK tax planning and advisory work where different taxes, reliefs and areas of legislation interact.
Our senior advisers bring decades of experience in complex UK tax planning, restructuring and HMRC matters.
Our starting point is the client's commercial objective. We then determine how the legislation can be applied to achieve that objective efficiently and compliantly.
Your client gets access to additional technical expertise. You retain the client relationship.
A Specialist Tax Team Without the Overheads
Even the strongest accountancy practices occasionally encounter highly specialist tax matters that fall outside their day-to-day work.
BPS gives your practice access to experienced specialist tax advisers whenever you need them, allowing you to offer a broader range of expertise while retaining the client relationship.
We can become involved as much or as little as you require, from providing a technical second opinion behind the scenes to working directly alongside you and your client on a complex transaction or HMRC matter.
Your Client Remains Your Client
We understand one of the biggest concerns when introducing another adviser.
BPS is not looking to replace you.
We specialise in technical tax advisory work. We are not seeking your client's bookkeeping, payroll, accounts preparation or routine tax compliance work.
Our objective is to complement the services you already provide.
When the specialist assignment is complete, you continue looking after the client.
For many firms, this means they can offer clients access to a much broader range of tax expertise without the cost of maintaining a large specialist tax department internally.
Three Ways to Work With BPS
Every accountancy practice works differently. We therefore do not insist on a single referral model.
1. Refer Your Client to Us
Introduce the client to BPS and we undertake the specialist work directly.
You remain their accountant and continue dealing with their normal accounting and tax affairs.
2. Work Together
We advise alongside you.
This is particularly suitable for larger transactions where the client's accountant, solicitor and other advisers need to work together.
3. Behind-the-Scenes Technical Support
Where appropriate, we can provide specialist technical input to your practice without seeking to replace your relationship with the client.
This can include technical research, transaction analysis and second opinions on difficult tax matters.
Areas Where We Can Help
Corporate Restructuring & Demergers
Complex reorganisations require careful consideration of the interaction between corporation tax, capital gains tax, stamp taxes and available reliefs.
We advise on matters including:
- Corporate reorganisations and reconstructions
- Share-for-share exchanges
- Section 110 reconstructions and demergers
- Separation of trading, investment and property activities
- Pre-sale restructuring
- Group reorganisations
- Clearance applications and transaction implementation
Have a proposed reorganisation? Talk to us before the transaction takes place.
Inheritance Tax & Succession Planning
We work with accountants and their clients on the tax implications of passing businesses, investments and family wealth to the next generation.
Our work includes:
- Lifetime gifting strategies
- Business succession planning
- Corporate and partnership restructuring
- Trust-related planning
- Business and agricultural property considerations
- IHT exposure reviews
- Family investment and ownership structures
- Interaction between IHT, CGT and other taxes
LLP & Partnership Structuring
Partnership taxation can present opportunities and risks that do not arise with conventional company structures.
We advise on:
- LLP establishment and restructuring
- Capital contributions and capital accounts
- Property partnerships
- Changes in partnership interests
- Family succession structures
- SDLT partnership provisions
- Tax implications of introducing or transferring assets
- Corporate/LLP reorganisations
SDLT & Complex Property Transactions
SDLT can become particularly complicated where partnerships, corporate groups and reorganisations are involved.
We advise on:
- SDLT group relief
- Degrouping and clawback provisions
- Partnership transactions
- Transfers between connected companies
- Corporate reorganisations involving property
- Property incorporations
- Reconstruction and acquisition reliefs
- Complex or unusual transactions requiring a technical opinion
Where the SDLT exposure is material, we can also provide a second opinion before completion.
HMRC Enquiries & Tax Disputes
Sometimes the most valuable thing an accountant can do for a client is recognise when an HMRC enquiry has moved beyond routine correspondence.
We can become involved at any stage.
Our work includes:
- HMRC enquiry strategy
- Technical responses to HMRC
- Discovery assessments
- Information notices
- Penalties
- Alternative Dispute Resolution
- Settlement negotiations
- Technical representations
- Complex or contentious tax positions
- Second opinions on existing HMRC disputes
You can remain involved throughout, or we can take responsibility for the technical correspondence while keeping you fully informed.
Already Have Advice but Want a Second Opinion?
You do not necessarily need to hand an entire project to us.
BPS can review a proposed transaction, existing advice or an HMRC position and provide an independent technical assessment.
This can be particularly valuable where:
- significant tax is at stake;
- the transaction is unusual;
- several taxes interact;
- the legislation is particularly complex;
- HMRC may challenge the proposed treatment; or
- you simply want another experienced adviser to test the analysis before implementation.
Sometimes confirming that the existing advice is correct is just as valuable as identifying a problem.
Speak to a Specialist Tax Adviser
If you are an accountant or professional adviser and would like to discuss a client matter, call us for an initial confidential conversation, or click the button below to send us a brief outline of the issue through our contact page.
There is no obligation to proceed, and your initial discussion is without charge.
Call us: +44 204 614 9994