As corporate finance advisers you play an essential part  in succession and estate planning. Your involvement ensures elements such as securing finance and raising capital, are carried out effectively, maximising shareholder value.

From driving the process and leading negotiations, your contribution is key.

But with so many succession routes available, finding the business structure that meets all legal, tax and financial objectives – and in the case of family succession, keeps family members happy –  isn’t always easy.

Help is at hand. Our highly qualified team has vast experience in this area and can advise on the tax aspects of third party sales, family succession tax planning, management buyouts  trusts, and estates. We can support you to minimise your clients’ tax liabilities and bring about an outcome that suits everyone.

If you’re advising clients on a business sale or acquisition then that transaction will almost certainly involve one or more property.

In the UK  the purchase and sale of properties entail paying tax, usually Capital Gains Tax (CGT) or Stamp Duty Land Tax (SDLT), so your clients will need professional tax advice to ensure they remain HMRC compliant and take advantage of any tax reliefs.

And those clients who are company owners, business partners or investors will need to be aware of recent changes. From April 6 2026 the CGT rate for Business Asset Disposal Relief (BADR) and Investors’ Relief is 18%, up from the previous 14% in 2025-2026.

Providing guidance on property ownership structures is a core part of what we do, so talk to us about tax implications of buying, selling or redeveloping property.

Specialist corporate finance advisers are well versed in advising clients on corporate restructuring, group reorganisations, venture capital, estate planning and mergers and acquisitions.

But the tax elements of these financial transactions are becoming more and more complex, with deals subject to in-depth due diligence and increased regulatory scrutiny from the Competition and Markets Authority.

Add to this geopolitical and economic uncertainty, and the emergence of new industries such as AI, then there’s a lot to contend with from a taxation perspective.

At Jerroms Miller we have the experience and expertise to support you with domestic and cross-border transactions, flagging any issues before they arise and recommending the most cost effective tax measures.

Working alongside you on your clients’ behalf, we’ll find tax solutions that meet their commercial or personal aims.

Good corporate finance advisers seek to add value to their client offer.

And by working closely with award-winning tax experts, you can do just that – presenting your clients with a complete services package.

Clients will be happy to know that the tax aspects of  their transaction – however complicated – are in good hands. From taxation guidance on succession and estate planning to property transactional taxes and company restructures we’ve got you and your clients covered.

On top of that, being able to add value elevates your standing in the professional services sector, ultimately leading to more business for you and your corporate finance team.

So, whether you’re looking for our assistance with a one-off  piece of work or would like ongoing specialist support, we can help you reinforce your firm’s capabilities and your reputation for exemplary client service.

As corporate finance advisers, you’re often the driving force behind transactions, securing funding, and working alongside lawyers to undertake due diligence, sign agreements and draft contracts.

But navigating the tax elements of a transaction can bring its own challenges, particularly in the UK, which has one of the most onerous, complicated tax systems in the world.

At Jerroms Miller we understand this, which is why we pride ourselves on being the go-to team when corporate finance teams need that specialist, boutique tax guidance.

Our experienced people provide tailored advice across a wide range of technical areas, including corporate restructuring, group reorganisations, mergers and acquisitions, due diligence, succession and estate planning, property tax issues and transactional taxes considerations.

No matter how complex the transaction, our specialist team has the knowledge, expertise and experience you’re looking for.