Our Service Pillar
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Personal Tax & Private Client
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Corporate Tax & Business Advisory
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International Tax (Personal & Corporate)
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Employee Equity & EOTs
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Trusts, Estates & Inheritance Tax
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Wealth & Financial Planning
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Transaction Tax & Tax Due Diligence
Primary Clients
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Individuals, HNWIs, Families & Directors
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Limited Companies, Groups & Employers
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Expatriates, Non-Doms, Global Groups & Inward Investors
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Founders, Growth Businesses & Corporate Employers
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Family Estates, Landowners & Business Owners
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Private Wealth & Corporate Shareholders
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Company Sellers, Buyers & Acquirers
Individual (Personal) Tax Services
Target Audience: Individuals, Private clients, (U)high-net-worth individuals (U/HNWIs), directors, & families.
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Personal self assessment tax returns
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Family Investment Company (FIC) (private wealth & family succession structuring)
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Share schemes for employees (employee equity, tax implications, and participation)
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Tax allowances, reliefs & exemptions (personal allowances, capital gains reliefs, & deductions)
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Tax planning (personal wealth preservation & income/capital gains tax optimisation)
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Tax investigation services (HMRC enquiries, compliance checks, & disclosures for individuals)
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Tax dispute resolution (representing private clients in HMRC appeals & settlement negotiations)
Private Client: IHT, Trusts & Estate Planning
Target Audience: High-Net-Worth Individuals (HNWIs), family businesses, landed estates, and trustees.
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Inheritance Tax (IHT) Strategy & Asset Reliefs:
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Lifetime gifting programs, Potentially Exempt Transfers (PETs), and spousal nil-rate band optimisation.
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Business Property Relief (BPR) and Agricultural Property Relief (APR) strategy: Structuring trading companies, unquoted shares, agricultural land, and farm buildings under current relief caps (£2.5m per individual at 100% relief, with qualifying value above that receiving 50% relief, giving an effective 20% rate).
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Structuring life insurance under trust to fund dry tax liabilities on unquoted and agricultural assets.
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Trust Creation, Administration & FICs (Family Investment Companies):
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Establishing and administering Discretionary Trusts, Interest-in-Possession Trusts, and Bare Trusts for asset protection.
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Setting up Family Investment Companies (FICs) as flexible corporate alternatives to traditional trusts for accumulating investment wealth.
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Trust tax compliance: Annual Trust and Estate Tax Returns (SA900), Trust Registration Service (TRS) filings, 10-year periodic charges, and capital exit charge calculations.
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Estate Succession & Family Governance:
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Cross-border legacy planning, tax-efficient Will structures, and Letters of Wishes.
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Multi-generational wealth transition and financial literacy for next-gen beneficiaries
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Financial Planning & Wealth Management
Target Audience: Individuals, business owners, and families seeking long-term financial security and capital growth.
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Core Financial Planning & Modeling (Individuals & companies):
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Comprehensive lifetime cash flow modeling to stress-test goals and evaluate "what-if" scenarios.
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The 5-step structured financial planning framework: goal setting, diagnostic review, strategy design, implementation, and regular portfolio monitoring.
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Specialised education and family funding strategies (e.g., Junior ISAs, tuition trust reserves).
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Investment Portfolio Architecture (Individuals & companies):
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Risk profiling, strategic asset allocation (equities, fixed income, real estate, alternatives).
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Discretionary portfolio construction, ongoing rebalancing, and benchmark performance reporting.
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Tax-advantaged portfolio wrappers: ISAs, Enterprise Investment Schemes (EIS), and Seed Enterprise Investment Schemes (SEIS).
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Retirement & Pension Structuring (Individuals):
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Self-Invested Personal Pensions (SIPPs), Small Self-Administered Schemes (SSAS).
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Retirement decumulation, flexible income drawdown strategies, and lifetime tax-relief maximisation.
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Company (Corporate) Tax Services
Target Audience: Limited companies, corporate groups, and employers.
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Tax planning (corporate structuring, profit extraction, and group planning)
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Tax returns (CT600)
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Company VAT returns
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Share schemes for businesses (corporate design and implementation of EMI, CSOP, and executive incentives)
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Substantial Shareholding Exemption (SSE): Structuring corporate disposals to achieve 0% Corporation Tax on capital gains realised when selling shares in trading subsidiaries.
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Stamp Duty on Share Transactions: Structuring share transfers, s77 relief declarations, and corporate reorganisations to minimise or exempt 0.5% Stamp Duty on shares.
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VAT advisory services (registrations, partial exemption, land & property, and transactions)
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Tax governance (corporate tax risk management, compliance frameworks, and boardroom controls)
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Tax allowances, reliefs and exemptions (capital allowances, corporate reliefs, and losses)
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R&D tax relief
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Land remediation relief
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Tax investigation services (HMRC corporate tax enquiries, employer compliance, and audits)
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Tax dispute resolution (corporate HMRC disputes, formal appeals, and tribunal representation)
Employee Share Schemes & Business Succession
Who it is for: Company founders, expanding corporate groups, directors, and key management teams.
Why: Aligning key employees with long-term enterprise growth, establishing tax-advantaged equity retention, and executing exit strategies via Employee Ownership Trusts.
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Enterprise Management Incentives (EMI):
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Discretionary, tax-advantaged share options for qualifying trading companies.
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Valuation agreement with HMRC (Shares and Assets Valuation).
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Structuring exit-only or performance-vesting options.
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Capital Gains Tax and Business Asset Disposal Relief (BADR) optimisation on exercise/sale.
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Company Share Option Plans (CSOP):
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Approved discretionary equity schemes for mid-to-large corporates not qualifying for EMI.
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Granting up to £X0,000 worth of market-value options per employee.
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Favourable tax treatment post-holding period (free from Income Tax & NIC).
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Employee Ownership Trusts (EOTs):
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Structuring complete or majority (over 50%) company sales to an employee-owned trust.
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Qualifying for 0% Capital Gains Tax on founder/shareholder business disposals.
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Annual Income-Tax-free cash bonus structures for all qualifying staff (up to £X,XXX/year).
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Clearances, funding structures, and independent trustee governance setup.
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Other Share Schemes & Growth Equity:
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Growth shares, flowering shares, and phantom share schemes for bespoke reward tiers.
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Unapproved option agreements for consultants and international team members.
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Share-for-share restructuring and equity reclassification.
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Employment Related Securities (ERS) & Form 42:
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Compliance under the strict Employment Related Securities provisions.
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Annual online HMRC ERS reporting and scheme registration.
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Management of Section 431 elections to restrict future Income Tax charges on restricted stock.
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Vendor Tax Due Diligence & Pre-Sale Readiness
When business owners prepare to sell, buyers will bring in their own forensic teams. Offering Vendor Tax DD allows the seller to:
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Identify and fix historic tax exposures (PAYE, IR35, VAT, ERS, R&D claims) before the buyer's accountants find them.
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Defend enterprise value by preventing buyers from chipping away at the purchase price or demanding massive tax indemnities and escrow holdbacks.
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Accelerate the deal timeline by preparing a clean, vendor-led tax pack for the virtual data room (VDR).
Transactions & Exit Planning
Vendor Tax Due Diligence (Sell-Side Tax DD):
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Pre-Sale Tax Health Check & Risk Remediation: Forensic audit of historical Corporation Tax, VAT, PAYE/NIC, and overseas footprints to identify hidden tax liabilities before going to market.
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Historic Relief & Claim Audits: Stress-testing previously claimed R&D tax credits, Capital Allowances, and Patent Box profits to ensure they will withstand buyer scrutiny.
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Employment Tax & Equity Reviews: Verifying historic compliance for EMI schemes, unapproved share options, Form 42/ERS filings, and contractor/IR35 statuses.
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Vendor Due Diligence (VDD) Report & Data Room Support: Preparing formal, defensible tax diligence packs for the data room to streamline buyer review and support non-negotiable pricing.
International Tax Services for Individuals & Private Clients
Target Audience: individuals, global families, international estates, Expatriates, non-domiciled individuals, digital nomads.
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Non-Domicile & Declaring International Income: Reporting foreign dividends, employment income, rental proceeds, and capital gains while applying appropriate relief mechanisms.
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Statutory Residence Tests (SRT) & Dual-Tax Residency: Managing day counts, tie-breaker tests under Double Taxation Treaties, and mitigating split-year tax issues across differing jurisdictions.
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Foreign Income and Gains (FIG) Planning: Navigating post-remittance-basis rules, overseas workdays relief, and historic offshore income structures.
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Expatriate Tax Equalisation & Cross-Border Remote Working: Structuring cross-border compensation packages to maintain tax neutrality and avoid inadvertent double taxation.
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Cross-Border Estate & Succession Planning: Managing estate and inheritance tax exposure across multiple jurisdictions, navigating differing inheritance laws, forced heirship rules, and foreign probate requirements.
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Offshore Trust & Asset Protection Advisory: Compliance and taxation for non-resident trusts, offshore companies, and underlying asset structures.
Key Cross-Border Principle: Jurisdictional Differences
Tax laws, treaty networks, reporting thresholds, and compliance mechanisms vary significantly across countries and jurisdictions. Cross-border tax strategy must be tailored specifically to the interplay between the domestic legislation of the relevant territory and applicable Double Taxation Conventions (DTCs).
Your Partners in
Accouting, Tax, Finance & Wealth
Delivering Clarity
We serve business owners, national/global corporations, ambitious entrepreneurs and (U)/High-Net-Worth individuals, who require the sophisticated technical depth of a 'Big Four' firm delivered with the agility and personal dedication of an independent specialist.
"Planning today, prosper tomorrow."
NAU Tax & Advisory
Who We Are
NAU Tax & Advisory is a multi-disciplinary firm of specialists dedicated to providing elite-level accounting and tax strategies and holistic financial/wealth planning for private clients, business owners, and national/global corporations.
We bridge the gap between complex tax legislation and practical financial planning, offering the same technical depth of a "Big Four" firm but with the agility and personalised touch of a specialist independent advisory.
We safeguard and grow wealth by integrating sophisticated tax mitigation with proactive financial roadmaps.
From navigating cross-border international tax and complex corporate restructuring to financial plan portfolios and employee share schemes, we provide the technical expertise required to solve today’s challenges and secure tomorrow’s legacy.
Mission Statement
"To empower our clients through precision-led tax advisory and visionary financial planning, transforming complex regulatory landscapes into clear paths for sustainable growth and wealth preservation."
NAU Tax & Advisory:
"Planning today, prosper tomorrow."
Why Choose Us?
Most firms look at your past;
we don’t just manage compliance;
we engineer your advantage for the future.
Why NAU Tax & Advisory?
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Horizon-Focused: We don't just look at where you've been; we also strategise for where you’re going.
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Elite Specialism: High-level technical expertise for UK/International tax planning, exits, offshore assets, wealth protection, and corporate restructures.
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Engineered Advantage: We move beyond standard compliance to turn tax and financial planning into your greatest competitive edge.
The Team
Behind NAU Tax & Advisory is a multidisciplinary team of experts, blending decades of experience with elite professional credentials in tax (UK/International), accounting, financial planning and wealth management.
From securing multi-generational family legacies to engineering complex corporate restructures, our specialists provide the profound technical depth and forensic attention to detail necessary to handle even the most sophisticated financial requirements.
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Elite technical specialism.
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Forward-thinking strategy.
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We don't just manage compliance; we engineer your advantage
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Individuals, (U)HNWIs, Families & Directors
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Limited Companies, Groups & Employers
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Expatriates, Non-Doms, Global Groups & Inward Investors
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Founders, Growth Businesses & Corporate Employers
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Family Estates, Landowners & Business Owners
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Private Wealth & Corporate Shareholders
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Company Sellers, Buyers & Acquirers