Client Background
The Deeds are a family-run business that operate multiple trading companies. Over the years, these companies have experienced rapid growth and have become increasingly profitable. Initially, they sought our services for basic accounts production, but as their business needs evolved, so did our involvement.
Our Journey with the Deeds
Our partnership with the Deeds has been extensive, encompassing a variety of services tailored to their growing and changing needs.
Services Provided
- Accounts Production: We began by managing their accounts production, ensuring accurate and timely financial reporting.
- Group Reorganisation: As their companies expanded, we facilitated group reorganisations. These reorganisations were crucial in positioning the Deeds for potential future sales, bringing on new directors, and integrating new shareholders.
- Succession Planning and Inheritance Tax Management: Given the family-owned nature of the business, succession planning and inheritance tax management were critical. We provided strategic advice to ensure smooth transitions and optimal tax outcomes for future generations.
- Tax Compliance and Advisory: We managed the complexities of tax compliance for their growing enterprise, ensuring they met all regulatory requirements. Additionally, we provided advisory services to navigate the various tax challenges associated with their expansion.
- Strategic Negotiations: Our role extended beyond typical accountancy services. We sat down with solicitors and other stakeholders to negotiate and facilitate various changes within the group, ensuring the Deeds’ interests were well-represented and protected.
Outcome
Through our close and involved partnership, the Deeds’ companies have continued to thrive. We have been there every step of the way, from basic accounts production to complex group reorganisations and strategic negotiations. Our comprehensive approach has helped the Deeds manage growth effectively, plan for the future, and navigate the intricacies of running a successful family-owned business.