Advising Private Companies | Shareholder Advice & Tax Structuring Experts

Strategic Advice for Private Companies and Shareholders

The needs and considerations of private companies differ significantly from those of listed, multi-national corporations. In most privately owned entities, the objectives of the shareholders, directors, and the business itself are often more closely aligned, allowing for a more strategic and tailored approach.

We provide expert shareholder advice and support to private companies throughout every stage of the business lifecycle—from establishment and growth to business exit planning. As these companies evolve, so do their tax and structural needs. Having guided many clients through this full cycle, we offer practical, real-world solutions rooted in experience.

Structuring and Ongoing Corporate Tax Support

Our services begin with advising on the most appropriate business structure, taking into account both the commercial goals of the company and the personal objectives of the owners. Effective tax structuring from the outset lays a solid foundation for long-term growth and compliance.

As the company grows, we work closely with management and shareholders to provide ongoing corporate tax support. This includes preparing annual corporation tax returns, advising on business expansion strategies, and offering guidance on tax-efficient profit extraction. For businesses seeking growth capital, we assist with Enterprise Investment Scheme (EIS) structuring and other tax-efficient financing options.

Business Exit Planning and Integrated Personal Tax Support

When the time comes to introduce new shareholders or sell the business, we provide comprehensive business exit planning and transaction structuring. This may involve maximising Entrepreneurs’ Relief, or designing equity incentives to align management performance with business growth.

We also offer integrated personal tax support to both owners and management, ensuring a holistic approach that aligns business and individual goals.

If you would like tax advice in any other areas of Corporate Tax, click here.

📞 To get in touch with our Corporate Tax Team, please use the form at the bottom of the page.

Corporate Tax Service Team

Meet our experienced senior Corporate Tax team. Our team is driven by innovation, expertise, and a shared passion

Helen Mallalieu

Partner

0113 426 9311

Russ Cahill

Partner

Grace Bonse

R&D Tax Director

020 8037 1031

Zohra Bala

Corporate Tax Director

View the entire team

Our Clients Love us

Scroll through the testimonials from our clients.

Excellent quality of work and very responsive to our demands

Director, Financial Management & Consultancy

Exceptional service and patience! We really value the effort and support they have given us as a new start up.

Director, Media Start-up

Good advice about the closure of a ltd company, options have been explained in an understandable manner.

Management Consultant, Oil & Gas

I needed some specialist tax advice in respect of a complicated capital reduction demerger, a partial buyout of my company. Without specialist advice the tax hit was going to be huge.

TAP Advisory were recommended to me by my accountant, and my solicitor was also very complimentary about TAP when they found out we would be working with them. Tap's reputation preceded them.

The fees TAP charged were reasonable in my eyes, and small in comparison to the money they saved me, I was VERY grateful for the advice and guidance.

TAP were great to deal with throughout, they kept me in the loop in laymans terms and liaised well with the other professionals looking after my interests.

I could not recommend them enough in respect of their extensive knowledge and experience.

Paul

Managing Director of Audiology Business

In our company we see our TAP contact very much as one of our team. For example we see him as more of a part time employee than a service provider. To this extent he has always acted into his manner available whenever we need him and on demand. I have never thought of TAP as having other clients (even though I know they have), because the client servicing is amazing.

CFO, Leading European Blue Chip

Personable, communicative and responsive

Investment Director, Endless LLP

Very clear and concise in explaining tax matters.

CEO, Asset Management Business