For any entrepreneur, buying or selling a business can be daunting. From ensuring the initial valuation is sound, to securing an asking price, or offer price, that is reasonable and attractive for both sides.

You also need to make sure the due diligence process runs as smoothly as possible, while the specifics of the deal need to be negotiated and then structured in the most tax efficient way.

Our transaction tax team are experienced in advising businesses of all sizes and at both ends of the deal. They work closely with BKL’s specialist corporate finance team.

Whether we are the incumbent accountant or brought in to provide specialist advice, we ensure that tax considerations are not overlooked and the end result does not attract any unintended tax consequences.

We can assist you with the tax implications of every aspect of an M&A deal, including:

• Dressing the business for sale
• Valuing a business
• Structuring the deal
• Due diligence
• Advice on the purchase agreement, whether an asset, share or business sale

The post Transaction tax appeared first on BKL.

This is more than a legal obligation. It’s part of being a responsible and trustworthy financial services business. But the CASS rules come with complex requirements, potential pitfalls and strict deadlines, adding considerable pressure.

Our FS audit specialists will help you to meet your CASS obligations. By building an understanding of your business model, we’ll also recommend improvements to your systems and controls.

To minimise disruption, we can run CASS audits in conjunction with statutory audits. Our CASS auditing and reporting expertise includes:

• CASS 5 audits – Insurance
• CASS 6 audits – Custody Assets
• CASS 7 audits – Client Money
• CASS 8 audits – Mandates
• Limited Assurance Reports (LARs)
• Reasonable Assurance Reports (RARs)

The FCA’s addition to their rules, CASS 15, will extend the safeguarding audit requirements to cover e-money institutions (EMIs). These new rules will take effect from May 2026, so it’s important to prepare now. We can apply our years of experience working with and auditing FCA-regulated businesses to ensure that your business is compliant.

By working closely with regulatory advisers and solicitors who also specialise in financial services and CASS rules, we’ll give you extensive support throughout your fintech’s journey.

Our in-house CASS audit experts will reduce the stress around regulatory compliance, freeing you to focus on innovating, helping your customers and securing your business’s future.

The post CASS audit appeared first on BKL.

In winter 2023/24, 70% of medium UK businesses and 74% of large UK businesses reported a cyberattack or breach in the previous 12 months. If your business was one of them and the cyber incident was serious, you’ll know the disruption and stress it can cause. Our cybersecurity consultancy can help your business avoid this altogether.

If the cyber incident was minor, you may be downplaying your business’s vulnerabilities. Or if you’ve been lucky enough to avoid a cyber attack so far, you may not realise that you are a potential target.

Cybercriminals are continually adapting: finding new ways through security countermeasures. The risk to your clients, your finances, and your reputation is increasing. But the better prepared you and your team are, the better you’ll be at reducing the risk and responding to the incident.

Our IT experts have a deep, up-to-date understanding of cybersecurity. We’ve worked closely with SMEs and large businesses across a range of industries to help them guard against evolving cyber threats.

Helping you reduce your risk

We will work objectively with you to build a shared understanding of the risks to your organisation, ensuring we put the right controls in place. Our thorough independent review covers:

• Current policies, organisational controls and technical controls
• How you store and access data
• Risks within your supply chain
• How well your staff – your business’s first line of defence – understand cyber threats

We will then give tailored guidance on how to improve your cybersecurity, from processes and response plans to training and testing. And to help you stay ahead of the developing threat, you can call on us in the future for renewed support.

The post Cybersecurity appeared first on BKL.

Economic challenges make creating or revising financial forecasts even more crucial. This could be to assess the viability of your business as a going concern or to assist in an application to borrow under a loan scheme.

We have experience helping a range of businesses to plan, budget and forecast cashflow. Our services include:

• Creating fully integrated budgets incorporating profit & loss, balance sheet and cashflow statements
• Developing flexible forecasts allowing users to sensitise by amending assumptions
• Generating weekly or monthly cashflow forecasts to see businesses through challenging periods
• Critiquing existing forecasts
• Assisting you in compiling a business plan to support your fundraising efforts

For help with cashflow forecasting, budgeting and business planning, please contact us using our enquiry form.

The post Cashflow forecasting, budgeting & business planning appeared first on BKL.

You’re likely to want to pass as much of your wealth to your loved ones as possible. And you’ll want to provide for your dependents. From simple wishes to complex tax structuring, we can help you ensure that the people you love will benefit most.

We can help answer your inheritance tax (IHT) questions and guide you through the factors that may affect the actual amount of IHT your estate will have to pay, like your domicile, marital history, location of your assets and composition of your estate. By structuring your estate tax-efficiently, HMRC’s claim on your estate could be minimised so your loved ones receive more of your wealth.

Once you’ve filled in some basic details, we’ll be in touch to set up a meeting with you to discuss how to protect your estate.

Click here to provide your details

Our tax expertise includes specialist knowledge of:

• IHT exemption for your spouse
• Residence nil rate bands
• Gifts to beneficiaries during your lifetime
• Transfers of property in your lifetime
• Life insurance to cover IHT liability

As well as advice on IHT and other taxes, our estate planning services cover:

• Wills and Deeds of Variation
• Trusts (UK and offshore)
• Lasting power of attorney (LPA)
• Life insurance through our associated independent financial advisers

The post Personal Estate & inheritance tax planning appeared first on BKL.

On top of all that, there’s the evolving digital world to think about. The worry is: tech takes time and money. Out of all the software available, which is right for your business? What are the risks and rewards? Will integrating it with your other systems be complicated?

Navigating your options cost-effectively, keeping pace with tech markets and maintaining an appetite for change is much easier – and more welcome – with professional strategic guidance. Or as we like to call it, digital leadership. This is where our digital transformation consulting comes in.

Our IT experts have the commercial insights and industry experience to help you take practical steps and invest in the tech that’s best for you. We’ll make sure that for you and your people, digital change isn’t stressful.

Meeting your needs

We’ve helped many SMEs and large businesses meet specific needs for interim strategic digital consultancy. Yours may be that:

• You require an independent strategic review of your IT function
• You’re seeking leadership for a specific project or programme
• You want mentorship to take your IT team beyond an operational focus
• You need specialist insight at Board level but can’t yet justify hiring a full-time Chief Digital Officer (CDO)

We never treat this support as a one-off. You can call on us in the future for further guidance.

The post Digital transformation consultancy appeared first on BKL.

If you need a specific review of an area of your business – whether for your own benefit, for key stakeholders or for an external third party – our audit and assurance experts can help.

As well as summarising our findings in an agreed-upon procedures review (also known as an AUP report), ready by your deadline, we can discuss any other observations that arise along the way.

The post Agreed-upon procedures appeared first on BKL.

Adviser to trustees
Rainbowwave Holdings Limited

Sale to Employee Ownership Trust

2025 Sale to Employee Ownership Trust

We advised the trustees of the Employee Ownership Trust (EOT) which acquired Rainbowwave Holdings Limited on the Company’s valuation. Rainbowwave are a multi‑label wholesale showroom, renowned as a leader in the fashion industry, with a specialist team operating between London and New York.

Adviser to company
Fusion Group

Purchase of AIRE UK Canada Water PropCo 2 Limited

2025 Purchase of AIRE UK Canada Water PropCo 2 Limited

We advised on the acquisition of the Canada Water–based property company. Fusion Group is one of the UK’s largest privately-owned developers and operators in the living sector. With expertise across investment, acquisition, planning and project delivery, the Group delivers value-led developments that balance high-quality design with strong commercial outcomes.

Adviser to trustees
Iceni Projects Limited

Sale to Employee Ownership Trust

2025 Sale to Employee Ownership Trust

We advised the trustees of the Employee Ownership Trust (EOT) which acquired Iceni Projects Limited on the Company’s valuation. Iceni Projects Limited are a leading planning and development consultancy with an established reputation across the UK, with a multidisciplinary team of specialists.

Adviser to
CHAPPER Healthcare

Sale to AscellaHealth

2024 Sale to AscellaHealth

We advised the shareholders on the sale of CHAPPER Healthcare to AscellaHealth. CHAPPER Healthcare is a leading global pharmaceutical distributor and wholesaler based in the UK. AscellaHealth is a global specialty pharmacy and healthcare services provider headquartered in the USA.

Adviser to
Koopmans Property Asset Management

Lead advisor for the MBO

2024 Lead advisor for the MBO

We advised the management team of Directland, trading as Koopmans, a property asset management company, on all aspects of the management buyout, including: engaging with the shareholders, negotiating a purchase price and advising on Heads of Terms.

Adviser to purchaser
AU Brandz Co.

Purchase of Zennar Limited t/a Rockfish Weatherwear

2024 Purchase of Zennar Limited t/a Rockfish Weatherwear

We advised AU Brandz Co. on its acquisition of Zennar Limited. Zennar Limited, trading as Rockfish Weatherwear, are Cornish based outdoor clothing business who specialise in producing sustainable and eco-friendly wellingtons.

Adviser to trustees
MIES International

Sale to Employee Ownership Trust

2023 Sale to Employee Ownership Trust

We advised the trustees of the Employee Ownership Trust (EOT) which acquired MIES International Limited on the Company’s valuation. MIES are experts in international freight forwarding and management, offering a wide range of value-added supply chain services.

Advisor to company
HGHL Holdings Ltd

Valuation of investment

2023 Valuation of investment

We advised HGHL Holdings Ltd on the valuation of their investment in 57 Whitehall Holdings Sàrl. HGHL Holdings Ltd are part of the multinational conglomerate Hinduja Group. 57 Whitehall Holdings owns the historic Old War Office property in central London, which is being developed into luxury residences and a Raffles hotel.

Adviser to purchaser
Edward William Group Ltd

Purchase of Charles Harris Ltd t/a Anthony Pepe

2023 Purchase of Charles Harris Ltd t/a Anthony Pepe

We advised Edward William Group Ltd on its acquisition of Charles Harris Ltd. Charles Harris Ltd, trading as Anthony Pepe, are well established sales and letting estate agents based in North London and Hertfordshire.

Adviser to vendors
AEI Systems Limited

Sale to Samsun Yurt Savunma

2023 Sale to Samsun Yurt Savunma

We advised the shareholders of AEI Systems Limited, a UK based defence specialist, on its sale to the Turkish defence conglomerate Samsun Yurt Savunma. AEI are renowned for their worldwide supply of weapons systems and military aircraft spares. SYS are well known for their high quality CANIK pistol brand.

Adviser to Trustees
Novos

Sale to Employee Ownership Trust

2022 Sale to Employee Ownership Trust

We advised the trustees of the Employee Ownership Trust (EOT) which acquired Statement Group (trading as Novos) on the Company’s valuation. Novos are a strategic data-led eCommerce SEO agency with award-winning technical eCommerce specialists.

Adviser to Trustees
SupportPlan

Sale to Employee Ownership Trust

2022 Sale to Employee Ownership Trust

We advised the trustees of the Employee Ownership Trust (EOT) which acquired SupportPlan on the Company’s valuation. SupportPlan are a London based IT service and maintenance specialists. They are accredited by major manufactures such as Apple and Microsoft, along with working for a diverse range of well-known businesses.

Adviser to purchaser
Holiday Inn

Purchase of Holiday Inn Basingstoke

2022 Purchase of Holiday Inn Basingstoke

We advised on the purchase of Holiday Inn Basingstoke: one of a number of deals we’ve advised on involving hotels.

Adviser to company
Exagen

Investment by Octopus Energy Generation

2022 Investment by Octopus Energy Generation

We advised Exagen, a leading renewable energy developer, on securing up to £35m of funding from Octopus Energy Generation: the first investment by this renewables fund.

Adviser to vendors
Bonds Worldwide

Sale to Elanders Group

2022 Sale to Elanders Group

We advised the shareholders on the sale of Bonds Worldwide to Elanders Group.

Adviser to
Base Quantum Limited

Sale to SOCOTEC Group

2022 Sale to SOCOTEC Group

We advised the shareholders on the sale of Base Quantum to SOCOTEC UK. Base Quantum is a quantity surveying, dispute resolution and expert witness practice based in the UK. SOCOTEC UK is the UK operation of the global business of SOCOTEC, which is headquartered in France.

Adviser to
Silostop

Sale to Milbank Group

2022 Sale to Milbank Group

We advised the shareholders on the sale of Silostop to Milbank Group.

Adviser to purchaser
Airline Component Services

Purchase of J Reeves Engineering

2021 Purchase of J Reeves Engineering

We advised Airline Component Services on its acquisition of J Reeves Engineering. Airline Component Services supply and maintain aeroplane parts. J Reeves Engineering is a custom metal fabrication company which boosts Airline Component Services offering to its clients in the Stanstead area.

Adviser to trustees
Special Wear

Sale to Employee Ownership Trust

2021 Sale to Employee Ownership Trust

We advised the trustees of the Employee Ownership Trust (EOT) which acquired Special Wear on the Company’s valuation. Special Wear are headquartered in Luton and offer uniform supply services for a range of clothing from tailored requirements to industrial PPE.

Adviser to trustees
Quadriga Health & Safety

Sale to Employee Ownership Trust

2021 Sale to Employee Ownership Trust

We advised the trustees of the Employee Ownership Trust (EOT) which acquired Quadriga Health & Safety on the Company’s valuation. Quadriga Health & Safety are UK based Health & Safety specialists providing high quality bespoke solutions.

Adviser to purchaser
Fluence Technologies Inc

Purchase to XLCubed

2021 Purchase to XLCubed

We advised the shareholders on the purchase of XLCubed by Fluence Technologies Inc.

Adviser to purchaser
Coniston Peak

Purchase of Workpays

2021 Purchase of Workpays

We advised the shareholders on the purchase of Workpays by Coniston Peak Holdings.

Adviser to vendors
Concep

Sale to Liera

2021 Sale to Liera

We advised the shareholders on the sale of Concep to Litera.

Adviser to vendors
Lumin Group

Sale to VZ Holdings AG

2021 Sale to VZ Holdings AG

We advised the shareholders on the sale of Lumin Group to VZ Holdings AG.

Adviser to purchaser
WW Computer Systems

Purchase of Marsworth Computing

2021 Purchase of Marsworth Computing

We advised the shareholders on the purchase of Marsworth Computing by WW Computer Systems.

Adviser to vendors
Sendible

Sale to Traject

2021 Sale to Traject

We advised the shareholders on the sale of Sendible to Traject.

Adviser to vendors
Elland Steel Structures Ltd

Sale to an employee ownership trust

2021 Sale to an employee ownership trust

We advised the vendors of Elland Steel Structures on the Company’s valuation to facilitate the sale to an employee ownership trust.

Adviser to vendors
FPCR Environment & Design

Sale to an employee ownership trust

2021 Sale to an employee ownership trust

We advised the vendors of FPCR on the Company’s valuation to facilitate the sale to an employee ownership trust.

Adviser to vendors
Paragon Software Systems Plc

Sale to Aptean

2020 Sale to Aptean

We advised the shareholder on the sale of Paragon Software Systems to Aptean. Paragon Software Systems develops, implements and supports routing and scheduling software that is proven to meet the daily challenges of transport operations across the globe. Aptean, based in the US, provides ERP, supply chain management and compliance solutions.

Adviser to vendors
Lineal

Sale to an overseas buyer

2020 Sale to an overseas buyer

We advised the shareholders of Lineal on the sale of the company to an overseas buyer. Lineal operates at the cutting edge of digital forensics, cybersecurity and eDiscovery technology.

Adviser to vendors
Simon Davenport Associates

Sale to an employee ownership trust

2020 Sale to an employee ownership trust

We advised the vendors of Simon Davenport Associates, a niche firm of chartered property professionals specialising in the prime residential market, on the sale of the company to an employee ownership trust.

Adviser to purchaser
Sterling Woodrow

Acquisition of Stradey Park Hotel & Spa

2020 Acquisition of Stradey Park Hotel & Spa

We advised Sterling Woodrow, leading property investment providers, on its acquisition of the Stradey Park Hotel & Spa, a 4 star hotel in Llanelli.

Adviser to management team
Robert Gerrard & Co

MBO

2020 MBO

We advised the management team of Robert Gerrard & Co, a family-run insurance brokerage, on the management buy-out (MBO) of the company.

Adviser to company
ThinCats

Financial modelling & general corporate finance advice

2019 Financial modelling & general corporate finance advice

When alternative lender ThinCats backed automotive services group United Car Parts with a £1m funding facility, we provided financial modelling and general corporate finance advice.

Adviser to company
Just Digital

Investment by Business Growth Fund

2019 Investment by Business Growth Fund

We advised Just Digital, a marketing services company based in Cambridgeshire, on an undisclosed investment by Business Growth Fund (BGF), a leading lower midmarket private equity firm. We were appointed to advise on the growth strategy and investment options; we introduced potential private equity investors and negotiated a minority investment from BGF.

Adviser to vendors
Enterprise-Document Solutions

Sale to Azets

2019 Sale to Azets

We advised the shareholders of Enterprise-Document Solutions (e-docs) on the sale of the company to Cogidocs, a subsidiary of Azets which is part of CogitalGroup, in 2019. e-docs, which has 35 employees, is a preferred partner for companies looking to manage digital documentation and improve processes.

Adviser to vendors
NotSoSecure

Sale to Claranet Limited

2018 Sale to Claranet Limited

We were appointed by the founders of NotSoSecure to identify a buyer for the business and then negotiated and advised on all financial and commercial aspects of the deal. NotSoSecure specialises in penetration testing for networks, web and mobile applications and is one of the largest suppliers of ethical hacking training to the globally acclaimed Black Hat Conferences.

Adviser to vendors
Unbound Innovations

Sale to SingEx Holdings

2018 Sale to SingEx Holdings

We advised the shareholders of Unbound on its sale to SingEx, a leading events management company in Asia. Unbound is the market leading and award winning events platform that connects corporates and governments with grassroots innovation and startups.

Adviser to company
Wonde

Sale to gdpr.co.uk to IT Governance

2018 Sale to gdpr.co.uk to IT Governance

We were appointed by Wonde Ltd to identify a buyer for the IP, domain name and all related assets of www.gdpr.co.uk. We introduced the company to AIM listed IT Governance Ltd and negotiated the deal on behalf of Wonde Ltd.

Adviser to vendors
Six Box Media

Sale to Mathematical Market Research

2018 Sale to Mathematical Market Research

We advised the shareholders of Six Box Media on the sale of the company to Mathematical Market Research.

Adviser to vendors
Ashness Care

Sale to Pathfinder Group

2018 Sale to Pathfinder Group

We advised the shareholders of Ashness Care on the sale of the company to Pathfinder Group.

Lead advice and transaction
Supremia International

Sale to Gemaco Group

2018 Sale to Gemaco Group

We completed the sale of Supremia International to Gemaco Group. Supremia International is headquartered in Hertfordshire with offices in North America, Russia and the Far East. It services clients in over 32 countries and creates successful promotions for some of the world’s largest international companies.

Adviser to vendors
Vital Recruitment

Sale to Staffline Group

2018 Sale to Staffline Group

We advised the shareholders of Vital Recruitment on the terms of the deal with Staffline Group plc. Vital Recruitment is a staffing business based in Peterborough, operating from 10 sites across the UK, with an £80m turnover.

Financial due diligence for investor
Daily Dose Juices

Financial investment into Daily Dose Juices

2018 Financial investment into Daily Dose Juices

We advised a private investor on its financial investment into Daily Dose Juices, the cold pressed colour juice company. We undertook financial due diligence on Daily Dose Juices.

Adviser to vendors
Cumberland Place

Sale to Standard Life

2018 Sale to Standard Life

We advised the shareholders of Cumberland Place Financial Management on the sale of the chartered financial planning company to 1825, Standard Life’s financial planning business.

Adviser to company
Cambscuisine Group

Equity fundraising

2018 Equity fundraising

We advised Cambscuisine, the leading Cambridgeshire pub and restaurant group, on an equity fundraising and crowdfunding campaign. The business includes The Cock in Hemingford Grey, named Pub of the Year by The Good Pub Guide 2019.

Financial due diligence for investor
Regal London

Financial investment into Regal London

2018 Financial investment into Regal London

We advised a private investor on its financial investment into Regal London, a property developer. We undertook financial due diligence on Regal London.

Adviser to vendors
Priden Engineering

Sale to Elaghmore Partners

2017 Sale to Elaghmore Partners

We advised the shareholders of Priden Engineering Ltd on the sale of the company to private equity firm Elaghmore Partners LLP. Based in Cambridgeshire, Priden provides engineering services to leading companies in a host of sectors including pneumatic vehicles, commercial bodies, truck & bus and food industrial engineering. The deal won Insider Media’s Deal of the Month in May 2018.

Adviser to management team
Trillium Associates

MBO

2017 MBO

We completed the management buy-out of Trillium Associates. Based in Cambridge but operating internationally, Trillium Associates is a leading independent recruitment consultancy for the construction, defence services and military infrastructure sectors.

Adviser to vendors
Contracts Complete

Sale to Prenax Limited

2017 Sale to Prenax Limited

We advised the shareholders of Contracts Complete Ltd on the sale of the company to Prenax Ltd. Prenax is the world’s largest corporate subscription management partner to organisations from the USA, through Europe to Asia-Pacific, serving industries including financial and legal services, advanced engineering and consulting.

Adviser to vendors
Barford & Co

Sale to Brown & Co

2017 Sale to Brown & Co

We advised the shareholders of Barford + Co, a well established firm of chartered surveyors, valuers and planning consultants, on the sale of the company to Norwich-based Brown & Co. BKL marketed the business, introduced potential buyers and negotiated the deal on behalf of the shareholders.

Adviser to company
Pint Shop

Equity fundraising

2016 Equity fundraising

We advised the Cambridge based Pint Shop on an equity fund raising round, including introducing new investors and assisting with negotiating the key terms. The equity funding’s purpose is to open additional sites across the UK.

Adviser to vendors
Olson Electronics

Sale to private investor

2016 Sale to private investor

We advised the shareholders of Olson Electronics, the manufacturer of specialised power distribution units, on the sale of the company to a private investor.

Adviser to purchaser
Momentous Relocation

Acquisition of two companies

2016 Acquisition of two companies

We completed the acquisition of Abels Moving Services and Gerson Relocation by Momentous Relocation, a leader in international moving, relocation, commercial distribution and the movement of fine arts.

Adviser to vendors
Mediward

Sale to St Helen's Pharmacy

2016 Sale to St Helen's Pharmacy

We advised the shareholders of Mediward, a pharmacy business, on the sale of the company to St Helen’s Pharmacy.

Adviser to vendors
Cherrydown Vets

Sale to Sovereign Capital

2016 Sale to Sovereign Capital

We advised the shareholders of Cherrydown Vets, one of the largest independent veterinary practices in Essex, on the sale of the company to Linnaeus Group, backed by Sovereign Capital. Jonathan Nurse, co-owner of Cherrydown Vets, said: “BKL have been outstanding in their support and the advice provided. The final result exceeded my initial expectations.”

Adviser to vendors
Bollingbrook

Sale to Colliers International

2016 Sale to Colliers International

We advised the shareholders of Bollingbrook Ltd, one of the UK’s leading commercial building consultancy, quantity surveying and project management practices, on the sale of the company to Colliers International Group Inc. As well as advising on the financial and commercial aspects of the deal, we assisted the shareholders with their negotiations.

Adviser to vendors
Ranger Services

Sale to CP Plus

2015 Sale to CP Plus

We advised the shareholders of Ranger Services, a provider of white labelled ANPR (automatic number-plate recognition) technology solutions to car park management companies, on the sale of the company to CP Plus, a car park management company.

Adviser to purchaser
Paragon

Acquisition of Axida

2015 Acquisition of Axida

We advised Paragon Software Systems plc, leaders in routing and scheduling optimisation, on the acquisition of a majority stake in Axida, a business partner providing home delivery order management and route optimisation services.

Adviser to vendors
Brent Property Investment

Sale to private investor

2015 Sale to private investor

We advised Brent Property Investment on its sale to a private investor.

Adviser to purchaser
arwe Group

Acquisition of Direct Valeting

2015 Acquisition of Direct Valeting

We advised to arwe group, a German based mobility company providing automotive, car rental, mobility, staffing and logistic services, on its acquisition of Direct Valeting, a UK-wide provider of car valeting services to motor dealerships.

Adviser to vendors
Colliers

Sale to Colliers

2014 Sale to Colliers

We advised the shareholders of Briant Champion Long, a retail property specialist, on the sale of the company to Colliers International, commercial real estate advisers owned by First Service Corporation, a Canadian real estate services company listed on NASDAQ and the Toronto Stock Exchange.

Adviser to vendors
Hungry Tiger

Sale to Hungry Tiger

2013 Sale to Hungry Tiger

We advised Hungry Tiger, a digital image and photography specialist, on the sale of its business.

Adviser to purchaser
Fusion

Acquisition for Fusion

2013 Acquisition for Fusion

We advised Fusion on acquisition in 2013. Fusion, a leading property company in the student accommodation sector, has worked with BKL since 2003.

Adviser to investee company
Evoshave

Investment into Evoshave

2013 Investment into Evoshave

We advised Evoshave, a company specialising in innovative handleless razors, on financial investment into the company.

Adviser to management team
Ranger Services

MBO

2012 MBO

We advised the management team of Ranger Services Ltd, a provider of white labelled ANPR (automatic number-plate recognition) technology solutions to car park management companies, on the management buy-out of the company.

Adviser to management team
Inntel

MBO

2012 MBO

We advised the shareholders of Inntel, a meetings, events, accommodation and travel management provider, on the management buy-out of the company.

Adviser to purchaser
Safety First Aid Group

Acquisition of Online First Aid

2011 Acquisition of Online First Aid

We advised Safety First Aid, the UK’s biggest manufacturer of workplace first aid kits and supplies, on its acquisition of Online First Aid, an online retailer of first aid kits.

Adviser to purchaser
Safety First Aid Group

Acquisition of Medicircle

2011 Acquisition of Medicircle

We advised Safety First Aid, the UK’s biggest manufacturer of workplace first aid kits and supplies, on its acquisition of Medicircle, a supplier of first aid kits.

Adviser to vendors
Richard Green Art Galleries

Partial sale of Richard Green Art Galleries

2011 Partial sale of Richard Green Art Galleries

We advised a shareholder in Richard Green & Sons, a fine paintings business with two art galleries in London’s Mayfair, on the sale of their shareholding in the company.

The post Deals appeared first on BKL.

Families can be complex, especially where significant wealth is involved. Where that wealth is held in a variety of structures for multiple beneficiaries, you may be finding it difficult to get a complete picture of your financial position.

In our experience, few families, even the largest ones, require the rigidity and expense of a formal family office. Most families do require a service which brings everything together in one overall plan, easily adjusted as situations unfold.

Our family wealth team are experienced in advising on wealth creation and wealth preservation. We pride ourselves on blending technical expertise with emotional intelligence. We also understand that your family’s unique history is vital to securing its future.

Our first task is to simply bring what the family own into one document, giving you a clear view of your assets and the extent of your wealth. Once assets and structures are documented, our advisers will work closely with you and your family to prepare a clear family route map to protect your wealth.

We’re adaptable in offering a range of services which you can call upon as and when needed.

We are happy to collaborate with your existing trusted advisers or to provide all the required services. Our priority is always to identify your family wealth and then protect that wealth.

The post Family wealth appeared first on BKL.

Whether you’re the owner of a limited company, partnership, limited partnership, LLP or you’re a sole trader, our business tax experts are here to help. Our experience covers property, financial services and many other sectors.

Our specialists can minimise your overall personal and business tax exposure by planning them together, rather than in isolation. This significantly reduces the risk of future tax problems with HMRC. They work closely with our audit, accounts preparation and corporate finance specialists to fully support your plans.

We’ll design and put in place tax-efficient structures and prepare tax returns for you so that you are fully compliant with HMRC’s requirements – but not paying more tax than you need to pay. We can help you to make maximum use of tax relief schemes, such as R&D tax credits, Business Asset Disposal Relief and the Enterprise Investment Scheme.

With our business tax advice, you’ll be able to navigate all the stages and challenges that your business encounters, including:

• Setting up and running your business
• Growing or restructuring your business
• Employing permanent staff or contractors
• Investing in or for your business
• Selling your business
• HMRC enquiries and disclosure facilities

Contact us for further information on our business tax services.

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