Beyond compliance

We deliver real advice that goes beyond compliance

Tax planning

We want you to keep more of the money you earn. So, we will maximise every tax saving opportunity that is available to you and your business. Whilst ensuring that you are meeting all of your obligations, we will do everything we can to save you money so that you can reinvest elsewhere.

Grow and diversify

As an ambitious business, you’ll undoubtedly have big plans for growth. Whatever these are, we can help. Whether you want to grow your business to reach new markets, build your brand, or diversify your offering, we can help you to reach your potential.

Acquire businesses

You may have plans to acquire another business or businesses as part of your plans for growth. This process, from raising finance to knowing exactly what you’re getting for your money, can be a difficult one. Let us help. From our ability to access grant funding to working with the best transaction service experts, we can help you to get the right deal at the right price.

How can we help?

By getting to know you, we will be able to get to the heart of exactly what you want to achieve. We can then find ways to help you get there. Please contact us to discuss how we can help you and your business.

Beyond Compliance

  • Strategic and business development advice
  • Specialist management information including design of budgets and financial modelling
  • Risk advisory ³
  • Wealth management (retirement, protection and investment) ³
  • Succession planning and liaising with future generations
  • Private client
  • Deal advisory ¹
  • Pre-sale planning and support
  • Selling your business
  • Acquisitions
  • Management buy-outs and buy-ins
  • Equity and debt fundraising
  • Due diligence support
  • IPO preparation and execution ³
  • Business and company valuations
  • Business modelling and financial forecasting
  • Tax planning and advisory
  • Business recovery and turn-around support³
  • HR consultancy and talent management ³
  • Specialist issues including HMRC investigations
  • VAT enquiries including tribunal hearings
  • Forensics, expert witness and other investigations
  • Estate planning including preparation of Wills ³
  • Probate and estate administration ²
  • Internal audit ³
  • Insolvency ³
  • 1 Services are undertaken through Gerald Edelman Deal Advisory.
  • 2 Services are undertaken through Gerald Edelman Probate Services Limited.
  • 3 Services are undertaken through Gerald Edelman.