Tax planning advice for companies, shareholders and individuals
Effective tax planning is an important part of making commercial, financial and personal decisions. Whether you are running a business, extracting value, planning a transaction, preparing for succession or managing personal tax matters, early advice can help avoid unnecessary tax costs and improve outcomes.
At Corcoran Advisory, we provide clear, practical and commercially focused tax planning support to companies, business owners, shareholders, directors and individuals.
Our focus is on helping clients understand the tax implications of key decisions and structure matters in a compliant, efficient and commercially sensible way.
Tax advice linked to real business and personal decisions
We support clients with tax planning around business ownership, profit extraction, succession, transactions, restructuring and personal tax matters.
When might tax planning support be required?
Tax planning is most valuable when considered before key decisions are made. It can help business owners and individuals understand their options, avoid unexpected liabilities and structure transactions appropriately.
Business decisions
Planning around company profits, director remuneration, dividends, business structure and cash extraction.
Transactions
Tax planning for business sales, acquisitions, share transfers, shareholder exits and company reorganisations.
Succession and exit
Planning for retirement, family succession, ownership transition, business exit and relief availability.
Personal tax matters
Support with income tax, CGT, CAT, investment income, property matters and wider personal tax planning.
How we can assist
We provide practical tax planning support across corporate, shareholder and individual matters, helping clients understand the tax impact of key decisions before they act.
- Corporate tax planning and business structuring
- Director remuneration, dividends and profit extraction planning
- Shareholder exits, share buybacks and ownership restructuring
- Tax planning for business sales, acquisitions and reorganisations
- Capital Gains Tax planning and relief considerations
- Retirement Relief and Entrepreneur Relief planning, where relevant
- Succession planning and family business transition
- Personal tax planning for business owners, directors and individuals
- Coordination with legal, accounting and other professional advisers where required
Key tax planning areas
Corporate tax planning
Advice on business structure, company profits, tax efficiency, group matters and corporate decision-making.
Shareholder planning
Support with dividends, share transfers, buybacks, ownership changes and shareholder exit planning.
Transaction tax
Tax planning support around business sales, acquisitions, reorganisations, MVLs and asset or share transactions.
Individual tax planning
Advice for individuals on income tax, CGT, CAT, investment income, property and personal tax matters.
Structuring decisions before tax becomes a problem
Many tax issues arise because advice is taken too late. Considering the tax position early can help identify reliefs, avoid unnecessary costs and ensure the chosen structure is aligned with the client’s wider commercial and personal objectives.
We help clients assess the tax implications of proposed actions before decisions are implemented.
Common planning considerations
- Income versus capital treatment
- Availability of tax reliefs
- Timing of transactions or distributions
- Corporate and personal tax interaction
- Commercial objectives and compliance requirements
Our approach
Understand the objective
We clarify the commercial, financial or personal objective behind the tax planning requirement.
Assess the tax position
We consider the relevant tax implications, risks, reliefs and structuring options.
Develop practical options
We explain the available options in a clear and practical way, aligned with the wider objective.
Support implementation
We support implementation and coordinate with other advisers where legal, accounting or filing support is required.
Where we add value
We connect tax planning with the wider commercial and personal context, helping clients make informed decisions rather than looking at tax in isolation.
Our advice is designed to be practical, understandable and commercially grounded. We help clients identify the tax issues that matter, understand the options available and take action in a compliant and structured way.
Whether the matter involves a company, shareholder, director, family business or individual tax position, we focus on providing clear advice that supports the client’s wider objectives.
Need corporate or individual tax planning advice?
If you require tax planning support for a company, shareholder matter, transaction, succession plan or personal tax issue, contact us for clear and practical guidance.
Discuss Your Tax Planning Requirements