The library
Proof first: real client situations and how they were solved. Then the talkin.TAX conversations, quick videos, free guides and tools.
Case studies 12
Real client situations and how we solved them.
- Reliefs and incentivesDelivering a Robust R&D Claim Through Rigorous Review5 min read
- Holding companies and demergersDemerger of a £6million Property Investment Company1 min read
- International and residencyForeign Income and Gains (FIG) Regime Case Study6 min read
- Holding companies and demergersHow a Holding Company Restructure Optimised Tax and Risk Management for an Education Group6 min read
- Holding companies and demergersHow We Helped a Client Save £800k in Tax with a Capital Reduction Demerger1 min read
- Inheritance tax and trustsInheritance Tax Review & Trust Wind-Up Case Study6 min read
- Holding companies and demergersInserting a Holding Company to Create a Clean and Future Ready Group Structure5 min read
- Holding companies and demergersInsertion of a Holding Company and a Linked Investment Company5 min read
- Property taxLeft the UK, Kept the Properties: How an Unadvised Departure Cost One Landlord Thousands a Year5 min read
- Holding companies and demergersStrategic Holding Company Insertion4 min read
- Personal taxTechnological Compliance and Innovation in Polymer Recycling5 min read
talkin.TAX podcast 8
Conversations with tax, legal and HMRC specialists, in episode order.
Episode 01Episode 1: talkin.TAX · Inheritance tax and trustsUK Inheritance Tax: Advice from a Chartered Tax Advisor
Episode 02Episode 2: talkin.TAX · Property taxBudget 2024, Less Tax 4 Landlords, SDLT – Jeremy Giles
Episode 03Episode 3: talkin.TAX · Personal taxCapital Gains Tax: 60 Day Reporting & Payment
Episode 04Episode 4: talkin.TAX · Buying and selling businessesTax and Legals on Selling a Business, LinkedIn Chat, and Prioritising Happiness! Steven Mather
Episode 05Episode 5: talkin.TAX · Buying and selling businessesEmployee Ownership Trusts (EOTs) – EVERYTHING You Need to Know!
Episode 06Episode 6: talkin.TAX · HMRC enquiriesEx-HMRC Tax Investigator – Salman Anwar
Episode 07Episode 7: talkin.TAX · Holding companies and demergersAccounting Entries On Corporate Restructures
Episode 08Episode 8: talkin.TAX · Inheritance tax and trustsUK Wills & Trusts Specialist - Richard Ansah
Webinars 3
In-depth sessions on planning across the lifecycle.
Short videos 18
Quick answers to common tax questions.
VideoPersonal taxHow does a SE dentist show superannuation on tax return?
VideoPersonal taxIf I lose my wallet password, can I claim a capital loss?
VideoPersonal taxIncome tax & NIC
VideoInheritance tax and trustsIncome tax and Capital Gains Tax on Trusts - Part 3/4
VideoInheritance tax and trustsInheritance Tax and Trusts - Part 4/4
VideoInheritance tax and trustsSettlors, trustees and beneficiaries - ALL ABOUT TRUSTS! Part 1/4
VideoInheritance tax and trustsTaper Relief for Inheritance Tax purposes
VideoBusiness ownersTax implications of using a company asset for personal use
Guides and eBooks 1
Free guides to download.
Guide in progress
Property Taxes – Ten Common Questions
This professionally created and verified eBook provides comprehensive advice to 10 common questions related to Property Taxation.
Talk it through instead
Our Property Taxes – Ten Common Questions is being written. In the meantime, a 20-minute call with a Chartered Tax Adviser is free.
Book a free callWe reply the same working day.
Articles 148
The latest from the journal, written by Omar Aswat CTA.
- Business ownersSelf-Employed vs Limited Company: When Does It Actually Save Tax?“When should I set up a limited company?” is one of the most common questions asked by freelancers, consultants and growing business owners. It is also one of…12 Aug 2026 · 7 min read
- Inheritance tax and trustsThe Seven-Year Rule: Why August Is the Right Time to Start the ClockThe Autumn Budget has been announced for late October. The new Prime Minister has signalled, publicly and on multiple occasions, that he wants to look at the…10 Aug 2026 · 9 min read
- Holding companies and demergersDemergers: What They Are, When They Are Needed, and How Each Type WorksMost business owners are familiar with mergers and acquisitions. Two businesses combine into one, or one acquires another. The direction of travel is…3 Aug 2026 · 11 min read
- Property taxBuying a Second Home or Rental Property? The Tax Costs People ForgetProperty buyers tend to focus on three numbers: the deposit, the mortgage payment and the expected rent. Tax often appears further down the spreadsheet,…29 Jul 2026 · 7 min read
- Property taxCGT on Multi-Property DisposalsSelling a rental property is a big financial decision, but selling two or more in the same tax year can make your Capital Gains Tax (CGT) position much more…27 Jul 2026 · 6 min read
- Property taxIs Incorporating Your Property Portfolio Still Worth It in 2026/27?For the better part of a decade, property investors have been told that incorporating their portfolios into a limited company is the obvious answer to rising…21 Jul 2026 · 10 min read
Tools 3
Run the numbers yourself before you call.
- Inheritance Tax CalculatorSee your estate's likely IHT bill and what planning could save.Try it on Private Families
- UK Residency CheckerWork through the Statutory Residence Test in a few minutes.Try it on International Tax
- Business Exit CalculatorCompare what you keep from a sale, MBO or EOT.Try it on Business Owners



