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12 results in Case studies
Case studies 12
Real client situations and how we solved them.
- Case 01 · Inheritance tax and trustsCross-Border IHT Planning: How a Forgotten Treaty Saved a £1.6 Million Tax BillOur clients were a married couple in their late sixties; both born in India, both long-term UK residents, and both with significant assets on either side of the world.7 min read
- Case 02 · Reliefs and incentivesDelivering a Robust R&D Claim Through Rigorous ReviewWhen the client first approached us, they had already begun the R&D process with a different adviser. They had completed an initial fact-finding questionnaire and identified seven potential projects for inclusion in thei5 min read
- Case 03 · Holding companies and demergersDemerger of a £6million Property Investment CompanyWelcome to our ASWATAX blog, where we examine real-world case studies to showcase the intricacies and solutions within the domain of tax advisory. Today, we present a recent success story involving the demerger of a prop1 min read
- Case 04 · International and residencyForeign Income and Gains (FIG) Regime Case StudyThe Client6 min read
- Case 05 · Holding companies and demergersHow a Holding Company Restructure Optimised Tax and Risk Management for an Education GroupBackground6 min read
- Case 06 · Holding companies and demergersHow We Helped a Client Save £800k in Tax with a Capital Reduction DemergerEver wondered how to legally avoid massive tax liabilities when restructuring your property or business?1 min read
- Case 07 · Inheritance tax and trustsInheritance Tax Review & Trust Wind-Up Case StudyInheritance tax is a significant charge levied on an individual's estate on death at a rate of 40%. Several planning opportunities are available to mitigate IHT exposure and allow maximum value to be transferred to child6 min read
- Case 08 · Holding companies and demergersInserting a Holding Company to Create a Clean and Future Ready Group StructureOur client operated three separate companies, each carrying out a distinct commercial function. Although the businesses had grown independently, they had been run in a coordinated way for several years. The ownership of 5 min read
- Case 09 · Holding companies and demergersInsertion of a Holding Company and a Linked Investment CompanyOur client operated three relatively newly incorporated companies within a developing property and holiday-let business. Each entity had been set up to carry out a distinct activity:5 min read
- Case 10 · Property taxLeft the UK, Kept the Properties: How an Unadvised Departure Cost One Landlord Thousands a YearDavid is a British national in his mid-forties who relocated to Dubai in early 2024 to take up a senior management role with a multinational employer. The move was planned primarily around the employment opportunity; the5 min read
- Case 11 · Holding companies and demergersStrategic Holding Company InsertionA growing technology business was preparing for international expansion. With operations already established in the UK, the group anticipated bringing several of their overseas entities under common ownership. To achieve4 min read
- Case 12 · Personal taxTechnological Compliance and Innovation in Polymer RecyclingThis case study demonstrates how a UK plastics manufacturer navigated significant regulatory and supply chain challenges by undertaking systematic Research & Development (R&D), resulting in a successful tax relief claim 5 min read
