Specialist demerger tax input, without stepping on your client relationship.

No. Through Demerger Tax we advise only on demergers and the reorganisations around them, together with the shareholders' related tax position. We don't prepare accounts, carry out audits, give legal advice or manage investments, so we won't be pitching for your work. Your client stays your client, and you stay the lead adviser throughout.

As soon as a client mentions wanting to separate a property, split the business between shareholders, or sell part of the group. Early involvement matters because clearance is usually needed before any step, and some quick fixes, such as moving a property out by dividend, can create a tax charge that a planned demerger would avoid.

We respond the same working day. An initial view usually comes as a short call or note setting out the likely routes, the main tax issues and what we'd need to look at in more detail. That gives you something useful to take back to the client before anyone commits to fees.

Yes. You stay the lead adviser. We can report through you, join your calls with the client, or work directly with the client and keep you copied in, whichever suits you. Tell us at the start which you prefer and we'll stick to it. Our engagement covers only the demerger tax work agreed at the start.

A short outline is enough: a group structure chart, who owns the shares, what each company does, any properties and rough values, and what the client wants to achieve. If a sale or refinancing is planned, tell us. We'll say what else we need if the case turns out to be more complex.

Mainly accounts information. Demerger steps often depend on distributable reserves, the book value of investments and, for a capital reduction, a directors' solvency statement. We'll give you a clear list of figures and the dates they're needed, so the accounts work fits around the clearance timetable rather than delaying it.

Mostly accountants in practice, corporate and private client solicitors, and wealth managers and financial planners. They bring us in when a client's restructuring needs specialist tax design and HMRC clearances that sit outside their day-to-day work. We fit around how each adviser prefers to work. Some introduce one client a year, others several.

Yes. The solicitor drafts the share exchange agreement, resolutions, transfer documents and any capital reduction or liquidation papers. We provide the step plan they follow and review the documents against it, so the legal steps match what HMRC was told in the clearance application. We also confirm when each step can safely be taken, once HMRC clearance is in place.

Typically owner-managed UK groups worth roughly £1m to £50m, including family companies and property-rich trading businesses. Our largest demerger so far involved a group of around £40m. For smaller companies we'll be honest about whether the benefits of a demerger justify the professional costs. Every enquiry gets the same senior attention, whatever the size.

Separating investment property from a trading company, shareholders who want to go their separate ways, preparing a group so one business can be sold, and family succession where different children will run different parts. Each calls for a different route, and some for a combination of steps. We'll explain which route fits the facts.

Advice is led by a Chartered Tax Adviser, supported by a Big 4-trained team that includes ICAEW and ACCA Chartered Accountants. The team has more than 15 years' experience and has helped separate £100m+ of assets, with 100% of HMRC clearances obtained across 50+ applications. The same senior adviser stays involved from the first call to the final filing.

Yes, though it's better to speak to us before any step is taken. If shares have already been issued or a property transferred, we'll review what's been done, identify any tax exposure and see whether the remaining steps can still qualify for relief. Sometimes a change of route is the answer.

Demerger Tax is the specialist demerger practice of the team behind Transaction Tax Partners. If a demerger is followed by the sale of one of the businesses, the same team can help with the sale tax too, so your client doesn't need to brief a new adviser midway through. You stay the lead adviser throughout.

Use the Book a call form and choose the introducer option, email taxadvisory@aswatax.co.uk, or call or WhatsApp +44 7537 143695. Let us know whether you want us to report through you or work directly with the client, and roughly what the client is trying to achieve. We respond the same working day.

Yes. You can describe the client's situation in general terms without naming them, and anything you tell us is used only to respond to you. Once the client decides to go ahead, we'll carry out our usual identity checks with them directly, as the money laundering rules require. There's no charge for that first conversation.