Specialist tax services
We provide specialist tax services in relation to general day-to-day queries across personal, corporate and employment taxes to help our clients navigate complex UK tax legislation in a pragmatic and responsible manner.
Tax advisory
We provide specialist tax services in relation to business succession issues, including:
- Share transfers between family members and consideration of the commercial, valuation and tax implications of such a transfer.
- Minority shareholder exits, in the form of a company purchase of own shares or the implementation of a new corporate structure.
- Reviewing and advising on the relevant tax legislation, preparing advance HMRC tax clearance applications for clients and working with their legal advisors through to completion of a transaction.
Transactional tax
Our transactional tax experience also enables us to provide effective tax compliance and reporting services, ensuring clients correctly report what is often the most important tax event of their lives to HMRC. Our understanding of tax transactional events such as ‘earn outs’ means we provide highly accurate and detailed disclosures to HMRC, mitigating the chance of an HMRC enquiry and providing comfort and practical assistance to our clients.
Personal tax and inheritance planning
Many of our clients stay with us, following an exit from their business, for ongoing personal tax advisory services. We help clients understand their exposure to inheritance tax, working with their other advisors (for example private client lawyers and Independent Financial Advisors) to devise bespoke family strategies, which are rarely motivated purely by tax savings, but for which tax considerations remain central to the planning.
Speak to our team
Matt Field
Matt provides tax advisory and compliance services to the JDC client base and has significant experience in tax planning and transactional matters.
Rob Whitefoot
Rob is a Chartered Accountant with more than 20 years post qualification experience. Rob provides strategic, accounting and tax services to various corporate and personal tax clients.
Janet Parker
Janet joined JDC in 2006 and has over 40 years’ experience in providing financial and business advisory services to a long standing and broad portfolio of corporate and personal clients.
More services
Valuation services
Our expertise in share valuation services runs through many of the advisory projects we are asked to assist with.
Compliance and reporting services
At JDC, we balance the wider advisory support business owners seek with the efficient delivery of accounts and tax compliance services.
Business growth
We offer strategic business advice, remuneration planning, financial projections, forecasting, stakeholder negotiations, management reporting, and mentoring.
Employee incentivisation
We provide Tax and Valuation services for EMI schemes, growth shares, and management buyouts.