OUR SERVICE OFFERING
Transactions
We advise on the tax implications of company sales and company purchases, identifying how to maximise value and minimise risk whilst supporting you throughout the entire negotiation and completion process.
Our Transaction Tax Advisory Approach
We deliver expert tax and transaction support that helps you structure deals efficiently, identify risks early, and secure optimal outcomes.
From buy and sell-side advice to pre-sale planning and cross-border transactions, we provide clear, practical guidance that ensures every deal runs smoothly and strategically.
Whatever stage you have reached in your transaction process, we are available to discuss your tax requirements and establish how to achieve the best possible scenario.
We will endeavour to structure your transaction to comprise a lower tax rate and ensure compliance in the reporting to HMRC.
Our service is not geared towards companies in any specific industry as we have vast experience across a broad range of sectors, working primarily with owner-managed businesses seeking expert tax guidance as an integral part of their transaction
Our Service Offering
Buy-Side Support
We provide:
- Deal structuring advice to buyers and incoming management shareholders
- Tax due diligence reviews, either as part of a wider financial due diligence team or as a tax-only review to identify and quantify material tax risks and review tax assumptions in financial models
- Mitigation strategy advice for identified tax risks
- Support during the negotiation of tax provisions in the sale and purchase agreements
Sell-Side Support
We provide:
- Help to company vendors to understand the tax outcomes of a sale, from a simple cash transaction to a complex deferred payment and rollover deal structure
- Deal structure advice that will be both commercially acceptable and tax-beneficial to the sellers
- Mitigation strategy advice for identified tax risks
- Support to vendors throughout the process to completion and beyond, to ensure sellers achieve their planned outcome with minimum tax cost and that the deal is correctly reported to HMRC
Pre-Sale Planning
Ensuring the management team are properly rewarded, incentivised and retained is essential if deal value is to be maximised.
We advise on share incentive schemes to provide tax-efficient reward while ensuring the management’s motivations are aligned with your business growth and exit priorities.
Management Team
Where shareholders are working towards a sales process, we advise on pre-sale restructuring that can simplify a future disposal and maximise post-tax value.
We also carry out vendor due diligence to identify tax issues and recommend remediation strategies before you face the time pressure of a live deal.
Employee Ownership Trusts (EOTs)
Selling a company to an EOT (a trust for the long-term benefits of the employees) rather than a traditional buyer is completely tax-free, and becoming increasingly popular.
We offer a ‘one-stop shop’ service for sales to an EOT which covers company valuation, financial modelling, debt advisory, legal and expert tax advice. We can provide a competitive fixed price quote to cover all the services required and deliver a seamless service from start to finish, including detailed advice for operating under an EOT ongoing.
Cross-Border Transactions
Multi-jurisdiction transactions require an overview of how different tax systems interact.
Through our network of international tax contacts, we can obtain the specialist local advice you need and present a consolidated view of the risks and opportunities in order to decide on the best transaction structure.
Why Choose Us
Only a small number of UK tax advisers specialise in corporate finance transactions, and even fewer are able to match our level of experience.
Many company owners entrust tax advice to their regular accountant, who may lack the expertise to deliver the best possible outcome. That could result in the business owner paying much more tax than necessary, or erroneous reporting which leads to problems with HMRC.
Working with K3 Tax Advisory provides peace of mind. We have a vast knowledge of the tax complexities which many company owners struggle to understand.
Frequently Asked Questions
At what stage of a transaction should a tax adviser be consulted?
Ideally, tax advice should be taken as early as possible, often well before Heads of Terms are agreed. Early involvement allows us to contribute to the transaction structure, identify potential risks and implement pre-sale planning that can significantly improve post-tax outcomes. Nevertheless, we regularly support clients at any stage of the process, including during live negotiations.
How do you support buyers and sellers differently during a transaction?
Our approach is tailored to your position in the deal. For buyers, we focus on tax due diligence, deal structuring, risk identification and negotiating appropriate tax protections. For sellers, we concentrate on optimising the tax outcome, advising on deal structures, supporting negotiations and ensuring the transaction is correctly reported to HMRC, both at completion and afterwards. We bring these strategies to each engagement.
Can you help reduce the tax payable on the sale of a business?
Yes. A core part of our role is to structure transactions in a commercially robust and tax-efficient way. This may involve pre-sale restructuring, the use of reliefs, deferred consideration planning, management incentives, or alternative exit routes such as Employee Ownership Trusts. Our objective is always to maximise post-tax value while ensuring full compliance.
Do you have experience with complex or cross-border transactions?
We regularly advise on complex transactions, including those involving overseas buyers, sellers, or group structures. Through our international tax network, we coordinate local jurisdiction advice and present a clear, consolidated view of the tax risks and opportunities, enabling informed decision-making on the optimal transaction structure.
Is K3 Tax Advisory industry-specific?
No. We work across a wide range of sectors, with particular strength in advising owner-managed and entrepreneurial businesses. Our focus is on the tax and transaction mechanics rather than the industry itself, allowing us to bring broad experiences and proven strategies.
What else do we offer?
If you’re encountering problems in your tax situation, such as an HMRC investigation or dispute, visit our Investigations and Disputes page. Or go to our Corporate Structuring page for support with achieving your commercial and personal goals efficiently and confidently.
Contact Us
If you require support with any aspect of your VAT position, reach out to a member of our team for an initial conversation to explore how we can support your business.
