SME Tax Advisory

Tax will have a significant impact on your business, but its complexity means it can be difficult to make the right decisions. We’ll provide advice that ensures compliance and helps you achieve your goals.

Stuart

Stuart Petrie

Business Advisory Group Partner and Head of Tax Investigations & Dispute Resolutions 

Contact Stuart Meet the team

Who we can help

  • SMES & OWNER-MANAGED BUSINESSES
  • FAMILY BUSINESSES, SOLE TRADERS & PARTNERSHIPS
  • START-UPS
  • ENTREPRENEURS & INDIVIDUALS

How we can help

FAIL TO PREPARE, PREPARE TO FAIL.

Explore our SME Tax Advisory services

Maximising your business’s financial efficiency starts with smart tax planning. Our SME Tax Advisory service provides proactive, strategic tax advice that helps your business grow. We work closely with you to understand your business goals and craft tailored tax strategies that minimise liabilities and unlock opportunities for savings. From navigating complex tax laws to identifying incentives and reliefs, our expert advisors offer insights that go beyond compliance, helping you make informed decisions that enhance your financial position. Whether you’re planning for growth, restructuring, or exploring new markets, we provide the strategic tax guidance you need to move forward with confidence.

EXPERT TAX ADVICE THAT’S TAILORED TO YOU

Effective tax planning is essential for improving your financial performance and ensuring compliance, but it can be a complex and time-consuming process. The ever-changing tax laws and intricate regulations can be overwhelming for businesses striving to minimise their tax liabilities while maximising growth opportunities. Our SME Tax Advisory team can provide guidance to address these challenges, ensuring your tax strategy aligns with your business goals. 

Businesses face challenges such as understanding the latest tax legislation, identifying tax-saving opportunities, and avoiding costly penalties. These issues can detract from your core business activities and impede financial efficiency. We can offer you clear, comprehensive solutions that simplify the tax planning process and help you make the most of available tax benefits.  

Our Tax Planning service includes strategic advice on tax-efficient structures, detailed tax forecasts, and proactive planning to take advantage of credits, deductions, and incentives. We stay up-to-date with the latest tax laws and regulations, ensuring your business remains compliant while optimising your tax position. 

Tax planning is not just about compliance—it’s about strategically positioning your business for success. Our personalised approach means we tailor our services to meet your specific needs, providing clear, actionable insights that drive financial efficiency. By partnering with us, you’ll gain access to expert advice that transforms tax challenges into opportunities for enhanced profitability and growth. 

Speak to us about tax advice

  • AAB's private client tax team deliver clear advice in understandable terms so we can appreciate how effective planning can lead to benefits for the whole family. They have taken away the worry and doubt for us.

    Alex Wiseman

  • I contemplated transferring my business to a limited company and I knew I could rely on AAB to make the process as straightforward as possible whilst providing the accounts and tax advice to enable me to make the right decision.

    Colin Brown

  • AAB’s Corporate Finance team provided us with expert financial and commercial advice within an extremely tight window within one working day of it being requested. We were against a very tight deadline and without the team we would not have met it.

    Paul Mosson, Law Society of Scotland

RETAIN TOP TALENT & IMPROVE TAX EFFICIENCIES WITH REMUNERATION PLANNING

Effective remuneration planning is essential for attracting and retaining top talent while ensuring your business remains tax-efficient. AAB offers expert remuneration planning services tailored to your business needs. We work with you to develop strategies that align with your goals, from structuring executive compensation to managing employee benefits. Our team ensures that your remuneration packages are competitive, compliant with regulations, and designed to maximise value for both your business and your employees.

Talk to us about remuneration planning

PLAN AHEAD WITH EXPERT TAX FORECASTING SERVICES

Understanding your future tax liabilities is crucial for effective business planning. AAB’s tax forecasting services provide you with accurate projections, helping you anticipate tax obligations and make informed financial decisions. Our expert team analyses your business’s financial data and applies the latest tax laws to forecast your future tax position. This proactive approach allows you to manage cash flow, minimise tax liabilities, and avoid surprises. With AAB’s tax forecasting, you can plan with confidence and focus on achieving your business goals. 

Contact us today to learn more about our tax forecasting services

COMPREHENSIVE SUPPORT FOR HMRC TAX INVESTIGATIONS

Facing a tax investigation can be daunting, but AAB is here to support you every step of the way. Our expert team specialises in handling HMRC investigations, providing guidance and representation to ensure your rights are protected. We work to resolve issues efficiently, minimising disruption to your business and reducing potential penalties. We provide clear guidance, handle communications with HMRC, and work to resolve any issues efficiently, helping to minimise disruptions and potential penalties. With AAB by your side, you can approach a tax investigation with confidence and peace of mind. 

Learn more about tax investigations here

TAX RELIEF

Understanding and accessing tax reliefs can be challenging for many businesses, often leading to missed opportunities for substantial financial benefits. Our tax relief service includes identifying eligible activities, preparing robust claims, and ensuring compliance with HMRC requirements. We stay informed about the latest changes in tax legislation and incentives, so you can be confident that your business is making the most of every available relief. Whether it’s R&D tax credits for innovative projects, capital allowances for business investments, or implementing tax-efficient share and share option plans to attract and retain top talent, we guide you through each step.

Get tax relief advice

R&D TAX RELIEF

As you develop your business, you may be eligible for R&D tax relief which can make a substantial difference to your bottom line. There’s a common misconception that suggests reliefs are only available to tech or science companies, but even if your business isn’t in those categories, you might still be eligible. 

We can help identify eligible activities and prepare robust, defendable R&D tax credit claims. Our experts ensure compliance with HMRC requirements and aim to maximise your potential benefits. 

Get tax relief advice today

CAPITAL ALLOWANCES

Many businesses miss out on the benefits of capital allowances due to the intricate nature of identifying and claiming them. This can lead to significant financial opportunities being overlooked. We understand these challenges and are committed to helping you identify all eligible assets and prepare comprehensive claims. 

Don’t miss out on capital allowances benefits. Talk to us today

Woman in an AAB office speaking on a mobile phone

EMPLOYEE SHARE SCHEMES

Employee share schemes offer valuable equity incentives for potential and existing key talent, driving motivation and loyalty within your team. However, it’s crucial to restrict these schemes to individuals you highly value to prevent excessive equity dilution. With various schemes available and complex tax treatments, specialist advice is essential to make informed decisions. 

These schemes are versatile and can also be utilised to attract consultants or advisors for project collaboration. However, not all schemes are suitable for every purpose or company, requiring careful consideration of differences. Whether awarding ordinary shares immediately or options for future exercise, we ensure compliance with qualifying criteria and provide guidance tailored to your company’s circumstances. 

Find out more about Employee Share Schemes

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