Tax Strategies and Wealth Management for Business and Personal Success
Our experienced tax professionals provide tailored advice to ensure you capitalise on every opportunity. Whether you’re an organisation seeking expert business tax guidance, a high-net-worth individual optimising personal tax arrangements, or a real estate investor planning for property-related tax implications, we deliver solutions crafted to your specific needs.
Businesses face complex tax challenges requiring expert insight. Our services include tax planning, compliance, and advisory support, designed to align with your industry and operational structure. From entity structuring and tax-efficient transaction planning to addressing international tax considerations, we help you navigate the complexities of ever-evolving tax laws and regulations. Our proactive approach ensures compliance while enhancing financial efficiency.
For business owners, the interplay between personal and business tax planning is vital. Decisions on either side can significantly influence the other. We offer integrated solutions to harmonise your tax strategy with both your personal financial aspirations and business objectives. Whether it’s preparing for business succession, streamlining compensation strategies, or managing the tax implications of investments, our comprehensive support is designed to achieve your long-term goals.
For individuals, our tax services span income tax planning, compliance, estate, and inheritance tax strategies. We work closely with you to develop bespoke plans that minimise liabilities and enhance wealth preservation and growth. By understanding your financial priorities, our trusted advisers ensure that every aspect of your tax strategy contributes to a secure and prosperous future.
Julia Rosenbloom
Private Wealth Tax Partner
Huw Witty
Corporate Tax Partner
Specialising in tax law
Tailored tax strategies to match your unique needs
We understand that no two clients are the same. Our tax strategies are meticulously crafted to address your unique circumstances, whether you’re a business owner, high-net-worth individual, or investor. This personalised approach ensures that every solution aligns with your financial goals and maximises opportunities.
Comprehensive tax solutions
From business tax planning and compliance to estate and inheritance tax strategies, our team provides a full spectrum of tax services. With expertise spanning corporate, international, and personal tax matters, we deliver holistic advice that covers every aspect of your financial landscape.
Accredited tax advisers and qualified lawyers
Team members bring the rare combination of being both an accredited tax adviser and a qualified lawyer. This dual expertise ensures a seamless integration of legal and tax strategies, providing clients with comprehensive, innovative, and commercially focused solutions. Whether tackling complex tax legislation or addressing legal considerations, this unique perspective delivers real value and confidence in achieving your financial and business objectives.
Integrated tax strategies to align your business with your personal wealth
For business owners, we provide an integrated tax service that bridges the gap between corporate and personal financial planning. Whether it’s succession planning, investment management, or aligning business decisions with personal goals, our solutions create a seamless strategy to protect and grow your wealth.
Why choose Shakespeare Martineau?
- Our team offer prompt and professional service, whether through in-person meetings or virtual consultations, you can trust that our advice will be timely and professional, helping you feel confident in your legal matters, every step of the way
- We provide advice that is not only pragmatic and quick but also easy to understand. Every lawyer in our firm is approachable, helpful, and committed to offering reliable legal solutions, making the process straightforward for clients
- Our clear and easily understandable approach has kept clients coming back for years, knowing they can depend on us for comprehensive legal support time and time again
- Our clients regularly highlight the exceptional expertise and professionalism of our lawyers. Our team cares deeply about every aspect of your case, ensuring you receive a thorough and attentive service
Our tax legal services
Meet our tax team
Huw Witty
Corporate Tax Partner
Julia Rosenbloom
Private Wealth Tax Partner
Building a responsible business
Our commitment to sustainability and social impact
We are an accredited B Corporation that is committed to driving positive change in our communities, minimising our impact on the environment, and ensuring an all inclusive diverse and supportive culture for our people.
Wherever you are on your journey, our tax specialists are here to answer any questions you might have
If you’d like to speak to a member of our team, please fill out the enquiry form. We will aim to reply to your query within 2 hours
Need to talk to someone sooner? You can call use at the number below
Call Us: 0330 024 0333
tax FAQs
Proactive tax planning allows you to optimise your financial position by minimising tax liabilities and taking advantage of available reliefs and exemptions. By addressing tax considerations in advance, you can ensure compliance with regulations, improve cash flow, and align your tax strategy with your broader financial goals.
We assist businesses by ensuring they meet all tax filing and reporting obligations accurately and on time. Our team stays up to date with the latest tax laws and regulations, providing tailored guidance to help you avoid penalties and identify opportunities for tax savings. From VAT and corporate tax to international tax considerations, we offer end-to-end support.
Yes, our tax professionals have extensive experience with international tax matters, including cross-border transactions, transfer pricing, and managing tax obligations in multiple jurisdictions. We help businesses and individuals navigate the complexities of international tax laws while maximising efficiency and minimising exposure to risks.
For individuals, we offer a wide range of services, including income tax planning, estate and inheritance tax strategies, capital gains tax advice, and managing tax implications of investments. Our personalised approach ensures that your tax plan is aligned with your financial goals and designed to preserve and grow your wealth.
