Skip to content
taxadvisory@aswatax.co.ukPersonal service, same-day replies, and every plan reviewed by a Chartered Tax Adviser.Book a call
Book a call

The library

Resources from ASWATAX19 case studies8 episodes21 videos174 articles

Proof first: real client situations and how they were solved. Then the talkinTAX conversations, quick videos, free guides and tools.

01

Case studies 19

Real client situations and how we solved them.

  1. Family Investment CompaniesCase Study: A £4m Property Portfolio Incorporated and Placed Inside a Blended Family Investment Company5 min read
  2. Property taxCase Study: A Scottish Landlord Moves 14 Highly Geared Properties into a Company2 min read
  3. Personal taxCase Study: Family Owners Sell an Accountancy Firm to a Private Equity Buyer2 min read
  4. Buying and selling businessesCase Study: Management Buy-Out of a Design Engineering Business1 min read
  5. Inheritance tax and trustsCross-Border IHT Planning: How a Forgotten Treaty Saved a £1.6 Million Tax Bill7 min read
  6. Reliefs and incentivesDelivering a Robust R&D Claim Through Rigorous Review5 min read
  7. Holding companies and demergersDemerger of a £6million Property Investment Company1 min read
  8. Reliefs and incentivesFinding R&D in Everyday Building Services Engineering, and Seeing a Claim Through HMRC Questions2 min read
  9. International and residencyForeign Income and Gains (FIG) Regime Case Study6 min read
  10. Holding companies and demergersHow a Holding Company Restructure Optimised Tax and Risk Management for an Education Group6 min read
  11. Holding companies and demergersHow We Helped a Client Save £800k in Tax with a Capital Reduction Demerger1 min read
  12. Inheritance tax and trustsInheritance Tax Review & Trust Wind-Up Case Study6 min read
  13. Holding companies and demergersInserting a Holding Company to Create a Clean and Future Ready Group Structure5 min read
  14. Holding companies and demergersInsertion of a Holding Company and a Linked Investment Company5 min read
  15. Property taxLeft the UK, Kept the Properties: How an Unadvised Departure Cost One Landlord Thousands a Year6 min read
  16. Property taxSeparating Property from a £35m Construction Group Ahead of a Sale2 min read
  17. Holding companies and demergersStrategic Holding Company Insertion4 min read
  18. Personal taxTechnological Compliance and Innovation in Polymer Recycling5 min read
02

talkinTAX podcast 8

Conversations with tax, legal and HMRC specialists, in episode order.

  1. Episode 01Episode 1: talkinTAX · Inheritance tax and trustsUK Inheritance Tax: Advice from a Chartered Tax Advisor
  2. Episode 02Episode 2: talkinTAX · Property taxBudget 2024, Less Tax 4 Landlords, SDLT – Jeremy Giles
  3. Episode 03Episode 3: talkinTAX · Personal taxCapital Gains Tax: 60 Day Reporting & Payment
  4. Episode 04Episode 4: talkinTAX · Buying and selling businessesTax and Legals on Selling a Business, LinkedIn Chat, and Prioritising Happiness! Steven Mather
  5. Episode 05Episode 5: talkinTAX · Buying and selling businessesEmployee Ownership Trusts (EOTs) – EVERYTHING You Need to Know! | talkinTAX by ASWATAX
  6. Episode 06Episode 6: talkinTAX · HMRC enquiriesEx-HMRC Tax Investigator – Salman Anwar | talkinTAX by ASWATAX
  7. Episode 07Episode 7: talkinTAX · Holding companies and demergersAccounting Entries On Corporate Restructures | talkinTAX
  8. Episode 08Episode 8: talkinTAX · Inheritance tax and trustsUK Wills & Trusts Specialist - Richard Ansah | talkinTAX by ASWATAX
03

Webinars 3

In-depth sessions on planning across the lifecycle.

  1. WebinarInternational and residencyInternational Tax: Coming To and Leaving The UK
  2. WebinarBusiness ownersThe Business Lifecycle & Tax Planning Strategies for Business Owners Part 2
  3. WebinarBusiness ownersThe Business Lifecycle: Tax Planning for Business Owners
04

Short videos 18

Quick answers to common tax questions.

  1. VideoPersonal taxHow does a SE dentist show superannuation on tax return?
  2. VideoPersonal taxIf I lose my wallet password, can I claim a capital loss?
  3. VideoPersonal taxIncome tax & NIC
  4. VideoInheritance tax and trustsIncome tax and Capital Gains Tax on Trusts - Part 3/4
  5. VideoInheritance tax and trustsInheritance Tax and Trusts - Part 4/4
  6. VideoInheritance tax and trustsSettlors, trustees and beneficiaries - ALL ABOUT TRUSTS! Part 1/4
  7. VideoInheritance tax and trustsTaper Relief for Inheritance Tax purposes
  8. VideoBusiness ownersTax implications of using a company asset for personal use
05

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 call

We reply the same working day.

About this eBook

06

Articles 174

The latest from the journal, written by Omar Aswat CTA.

Open the journal →
  1. Holding companies and demergersCapital Reduction or Liquidation Demerger: Choosing the Right RouteBoth routes can split a company without a tax charge on the reorganisation. The real differences are cost, reserves, timing and what happens to the old company.14 Oct 2026 · 5 min read
  2. Holding companies and demergersDemergers and Business Asset Disposal Relief: What to Check Before You StartA demerger can protect Business Asset Disposal Relief on a later sale or put it at risk. Trading status, the two-year test and your role in each company all matter.14 Oct 2026 · 4 min read
  3. Holding companies and demergersDoes a Holding Company Increase Your Corporation Tax? The Associated Companies Rule ExplainedA new holding company can halve the profit limits for the small profits rate. Here is what that costs at 2026/27 rates, with worked figures, and when a holding…14 Oct 2026 · 5 min read
  4. Family Investment CompaniesFICs and the April 2026 Business Relief Changes: What Applies to YouBusiness Relief now has a cap. Here is which of the 6 April 2026 changes touch a Family Investment Company, and which do not.14 Oct 2026 · 5 min read
  5. Holding companies and demergersFinance Act 2026: The New Main Purpose Test for Demergers and Share ExchangesFrom 26 November 2025 the commercial reasons test for share exchanges and reconstructions has become a main purpose test. What changed and what it means for a demerger.14 Oct 2026 · 5 min read
  6. Family Investment CompaniesFive Mistakes to Avoid When Setting Up a Family Investment CompanyCash gifts to the company, shares for under-18s, retained benefits, the corporation tax rate and weak governance: five FIC errors and how to avoid them.14 Oct 2026 · 5 min read
07

Tools 3

Run the numbers yourself before you call.

  1. Inheritance Tax CalculatorSee your estate's likely IHT bill and what planning could save.Try it on Private Families
  2. UK Residency CheckerWork through the Statutory Residence Test in a few minutes.Try it on International Tax
  3. Business Exit CalculatorCompare what you keep from a sale, MBO or EOT.Try it on Business Owners
Chartered Tax Adviser