Financial Services Tax
Strategic tax advice and planning for financial services firms
Against the backdrop of a fast‑moving and complex regulatory environment, it’s crucial that financial services firms regularly review their tax position.
We provide expert tax advice to FCA-regulated businesses, international financial services groups and specialist ventures, acting as a trusted long-term partner as your organisation evolves. Helping you to navigate complex tax matters, respond to legislative change and optimise your wider tax strategy, our team of specialists provide practical, hands-on support.
Taking the time to understand your business and objectives, we deliver tailored tax solutions that address your strategic priorities
Our dedicated financial services tax team understands the regulatory, commercial and operational pressures facing the sector, from evolving FCA requirements and complex remuneration structures to cross‑border operations and transaction activity.
Working in close partnership with you, we’ll support your compliance, structuring and strategic decision‑making, helping ensure your tax strategy is robust, commercially aligned and future‑proofed.
Our services
With a heightened focus on domestic tax revenues, not just in the UK, but around the world, requirements are coming under increasing scrutiny across multiple jurisdictions. We’ll provide a safe pair of hands for your cross-border tax obligations.
We collaborate with fund managers, we consider your fund structure and investment strategy to determine the eligibility to access this beneficial regime and assist with HMRC applications for entry into the regime. We support you in understanding the implications of relevant elections and simplify annual reporting to provide confidence that your funds meet all UK tax reporting requirements.
Working closely with venture capital and private equity firms, we help optimise tax outcomes and navigate complex changes to carried interest rules, ensuring compliant and well governed arrangements under the changing regime. We support you with all your UK investor tax reporting needs.
From routine filings to strategic structuring and incentive schemes, we specialise in delivering expert guidance tailored to your business.
We manage complex UK tax compliance and disclosures for corporates and LLPs, providing assurance and confidence at every stage of the process.
There are a range of tax incentives available for those businesses contributing to the UK’s growth (e.g. R&D tax credits, patent box regimes), but they come with complex requirements. Find out how our specialist team can help you through the process.
With international tax under increasing scrutiny, we work closely with clients to anticipate compliance requirements and support strategic restructurings, ensuring global tax obligations are managed efficiently and responsibly.
In a highly competitive talent market, attracting and retaining the right people is crucial. Our team provides specialist support in employee incentives, including share schemes, benefits in kind and remuneration planning. We work with management to understand the types of incentives you want to offer and advise on the tax implications, helping you secure your best talent tax efficiently.
Our health check service provides a comprehensive review of your current tax position, helping to identify gaps, risks, and areas for improvement. We assess upcoming salaried and mixed member reviews, HMRC enquiries, the investment manager exemption and Disguised Investment Manager Fees (DIMF), providing clear, practical insight and assurance.
Firms we support
Our expertise extends to a variety of sub-sectors in the Financial Services space. Primarily, we help the below types of organisations:
Asset managers
Broker dealers
Corporate finance
Family offices
Fund managers
Hedge fund managers
IFAs
Investment managers
Payment services providers
Private equity firms
Why work with us?
Long-term relationships
We build enduring partnerships, taking the time to understand your business. This allows us to provide considered, proactive support that evolves as your organisation grows and changes.
Responsiveness
Timely advice matters. We prioritise responsiveness, ensuring you have access to clear, practical guidance when questions or issues arise, helping you stay ahead in a fast moving landscape.
Deep expertise in the sector
With extensive experience supporting businesses with their tax obligations, we bring deep technical expertise and practical insight.
Supporting your future growth
Growth is central to many businesses’ ambitions. By managing your tax obligations and reducing complexity, we remove distraction and risk, allowing you to focus on scaling your business with confidence.