Chartered Accountants & Chartered Tax Advisers
Robertson Craig LLP is a firm of Chartered Accountants and Chartered Tax Advisers. For over 30 years, we have sought to build a reputation as a trusted firm of specialist tax and business advisers, providing our services to entrepreneurs, business-owning families and high-net worth individuals.
In a world in which tax is becoming ever more complex, it is important to obtain the best advice available.
We specialise in providing corporate and personal tax planning advice, together with an annual tax compliance service. Our clients are typically privately-owned businesses and their owners, including high net worth individuals. We work in conjunction with our clients to deliver tax solutions that work for them and their business. We take pride in being approachable but plain-speaking and seek to explain complex tax issues and solutions without the technical jargon.
We also work closely with accountants, lawyers and other professional advisers, providing specialist tax advice to their complex clients and situations.
Our practice covers the full range of UK taxes.
Our approach seeks to deliver practical solutions that take account of existing business and financing structures. Through the relationships that we have built with our clients our role has in many cases grown to be one of business adviser as well as tax adviser, providing input on issues beyond tax including banking and financing.
No-one likes surprises in relation to fees so we seek to be open and transparent with our fee arrangements.
Establishing or restructuring the current business to ensure that the structure is tax-efficient reflecting the needs of the owners’ personal and family objectives.
Planning for business sales / shareholder exits, to ensure the owners maximise their commercial value and availability of tax reliefs, through to structuring deals such as Management Buyouts, Employee Ownership Trusts and company buybacks.
Providing advice on the passing of assets and wealth to the next generation, including the availability of Inheritance Tax reliefs and the use of trusts and other asset/wealth protection structures.
Providing expert tax advice on all forms of transactions, including business acquisitions, disposals and complex reconstructions such as demergers.
Staff retention and incentivisation
Advising on tax-efficient methods of incentivising employees, including HMRC approved Enterprise Management Incentives share option schemes and unapproved growth share schemes.
Dealing with HMRC
Obtaining advance HMRC tax clearances for transactions and managing and resolving HMRC enquiries, investigations and disputes, including COP9 investigations.
Specialist business valuations, including acting as an expert witness in cases of matrimonial breakdown and other contentious litigation.