Summitedgadv

Professional Tax Strategy Development

Tax Strategy That Actually Works

We solve the tax challenges that keep business owners awake at night, with strategies built from real experience across diverse UK markets.

The Reality We See Every Day

Business owners come to us frustrated and often overwhelmed. The tax landscape has become increasingly complex, and generic advice rarely fits their specific situation.

  • Fragmented Advice: Accountants handle compliance, solicitors deal with structures, but nobody connects the dots for your actual business situation.
  • Reactive Approach: Most businesses only think about tax when filing returns, missing opportunities throughout the year that could save substantial amounts.
  • Growing Complexity: IR35 changes, Making Tax Digital requirements, and evolving legislation create constant uncertainty about compliance.
  • Generic Solutions: Cookie-cutter advice that doesn't account for your industry, growth plans, or specific business model challenges.

Our Integrated Approach

Strategic Foundation

We start by understanding your business model, growth trajectory, and personal objectives. Tax strategy should serve your business goals, not complicate them.

Year-Round Partnership

Rather than seasonal advice, we work with you throughout the year, adjusting strategies as your business evolves and regulations change.

Coordinated Expertise

Our team includes specialists in different areas who actually talk to each other, ensuring your tax, legal, and business strategies work together seamlessly.

Real Results from Strategic Planning

Last year, we worked with a Birmingham manufacturing company that was struggling with the interaction between R&D claims and their international expansion plans. Their previous advisors handled each area separately, leaving money on the table.

By coordinating their R&D strategy with their international structure and cash flow planning, we helped them recover additional funds while positioning them for efficient European market entry.

£180k
Additional R&D Recovery
40%
Reduced International Tax Rate
6 months
Faster Market Entry

Built on Real Experience

Our approach comes from years of seeing what works in practice, not just theory. Each team member brings expertise from different backgrounds, creating strategies that actually fit how businesses operate.

Ruben Castellanos

Tax Strategy Lead

Fifteen years developing tax strategies for manufacturing and tech companies. Previously worked with Ernst & Young before focusing on mid-market businesses that need sophisticated strategies without Big Four complexity.

Clara Henriksen

International Structures

Specializes in cross-border planning for UK businesses expanding internationally. Former HMRC inspector who understands both sides of complex international arrangements and compliance requirements.

Dimitri Volkov

Business Integration

Focuses on connecting tax strategy with business operations and growth planning. Background in corporate finance helps bridge the gap between tax efficiency and practical business management.

Ready to Discuss Your Situation?

Every business faces unique challenges. Let's explore how strategic tax planning could support your specific goals and growth plans.

Schedule a Consultation