our services
Blueprint Tax is a UK based independent consulting practice specialising in tax structuring and exit transactions.
Working alongside accountants, corporate financiers, wealth planners, lawyers and other professional advisors, we help business owners proactively consider their tax blueprint to ensure it meets their commercial, personal and family needs.
structuring goals
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Facilitate growth
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Drive efficiency
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Protect value
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Leave a legacy
1. Personal and business advisory
The complexities of tax and commercial decision-making can be daunting, especially for small businesses. Our board advisory services are designed to provide strategic insights and expert guidance to help your business navigate complex challenges and seize growth opportunities.
With a wealth of experience advising owner-managed businesses and private equity-backed companies, we offer tailored advice on governance, risk management, and strategic planning. Our goal is to enhance board effectiveness, ensuring that your business decisions are well-informed and aligned with your long-term objectives.
By partnering with us, you gain access to a trusted advisor who can help you steer your company towards sustainable success and maximize stakeholder value.
We offer flexible personal and business advisory services under an open or fixed retainer arrangement.
2. Structuring solutions for
Start up and
new investment
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Choice of business structure
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Share design & structuring
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Shareholder agreements
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Investor reliefs
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Company tax reliefs
Growth and
expansion
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Managing tax risk/complexity:
• Acquisition structuring
• Refinancing
• Joint ventures
• International expansion
• Property strategy
Corporate
reorganisation
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Structuring for business change:
• Asset protection
• Shareholder / family disputes
• Mergers / demergers
• Realign debt vs equity
• Corporate simplification
Share
incentives
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Retain/incentivise key individuals:
• Approved share option plans
• Long term incentive plans
• Growth / hurdle shares
Cash extraction
reinvestment
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Tax efficient cash extraction
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Tax efficient reinvestment
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Personal and family investment companies
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Gifts for family members
Exit and
succession
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Exit readiness
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Pre-sale structuring
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Deal support
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Post deal services
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Succession / estate planning
3. Specialist tax support for transactions
The tax structure is a fundamental part of any exit or succession strategy.
Early engagement is key to; ensure tax efficiency, address risks, and identify value-saving opportunities. We support privately owned businesses and their owners maximise value with holistic tax advice throughout the deal journey
Pre-sale
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Pre-sale structuring
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Capital Gains and Inheritance Tax reliefs
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Carve out non-core assets
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Management incentives
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Tax efficient reinvestment
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Exit readiness
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Review complex transactions
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Exit health checks
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UK tax residency reviews
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Articulate value of tax assets
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Deal support
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Structuring the transaction
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Compare the tax outcome of bids
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Support with tax due diligence
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Income vs capital treatment
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Net debt tax adjustments
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HMRC tax clearances
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Tax warranties & indemnities
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Tax structure reports
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Tax review of legal documents
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Post-deal
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Personal
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Tax reporting and disclosure
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Value deferred proceeds
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Family / personal investment companies
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Estate planning
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Corporate
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Accounting / tax complexity
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100 day tax plan
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Compliance & reporting
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Private equity structures
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4. Private Equity - Post deal services.
Navigating the first 100 days post-private equity investment can be a critical period for any business. Our post-deal retainer services are designed to seamlessly integrate and optimize your tax structure, ensuring compliance and efficiency from day one.
With our extensive experience in managing complex private equity structures, we provide tailored support to embed robust tax strategies that align with your business goals. Whether under an open or fixed-term retainer, we offer proactive guidance and hands-on assistance in accounting and tax to help you navigate this transformative phase, minimizing risks and maximizing value for your stakeholders. Let us be your trusted partner in achieving a smooth and successful transition
