Advisory Services for Business Clients.

Spherical empowers businesses with expert tax and financial advisory services. We support corporate growth, owner-managed ventures, and complex business transformations with seasoned guidance.

Our clients include professional firms, technology companies, start-ups, and multinationals expanding into new markets. From strategic tax planning to day-to-day compliance, our Advisory services cover all your business needs.

Corporate Advisory

We help companies expand and operate globally with confidence and compliance. Whether expanding from the UK to Africa or from Asia into Europe, we guide your growth. We advise on business structuring and cross-border taxation, determining if a subsidiary, branch, or joint venture is the optimal structure. Our team designs tax-efficient corporate structures that comply with UK and international regulations.

We help with global employee mobility, handling expatriate tax matters for smooth international assignments. We ensure your expansion plans rest on a robust legal and tax framework from day one. We manage permanent establishment risks and use tax treaties to avoid double taxation. Our advisors guide you through multi-jurisdiction compliance and regulatory requirements. We handle obligations like local registrations, tax filings, and data protection compliance in new markets.

Risk management is integral to our approach as you grow. We implement strategies to safeguard your business. We also help manage stakeholder relationships and resolve conflicts during periods of change. Our consultants integrate financial strategy with operational needs for sustainable growth. We provide governance advice to strengthen internal controls and oversight.

We advise on technology adoption and automation to boost efficiency and scalability. We guide your digital transformation, ensuring your systems scale securely as your business grows. We embed sustainability and ESG principles to enhance your brand and stakeholder trust.

Regulations like GDPR, industry licensing, and ESG requirements are addressed to keep you compliant globally. We help you claim tax incentives and reliefs to reduce your corporate tax burden (like R&D credits). Ultimately, our corporate advisory enables you to expand efficiently while staying fully compliant.

Private Client Advisory

We offer bespoke advice for entrepreneurs, family business owners, and high-net-worth individuals. Personal and business finances often intertwine for these clients, creating unique challenges. We deliver integrated tax planning that protects personal wealth and supports business ventures.

Our team advises on optimal shareholder remuneration, balancing salary, dividends, and bonuses. We handle capital gains planning and reliefs when you sell business assets or shares. Succession planning ensures a smooth transition of your business to the next generation. We structure succession plans to minimise inheritance tax and secure your legacy. For internationally mobile entrepreneurs, we manage UK residency and domicile tax issues.

We coordinate personal and corporate tax obligations and ensure all filings are accurate and timely to protect you from penalties. Our private client approach is discreet, proactive, and tailored to your goals. We also help family businesses establish governance and resolve internal conflicts to ensure longevity. We align your personal estate plans with your business strategy for holistic solutions.

If you invest in ventures, we guide on tax-efficient schemes like EIS or SEIS. We leverage Entrepreneurs’ Relief (Business Asset Disposal Relief) for qualifying business disposals. Where appropriate, we advise on trust or holding structures to protect assets and plan for succession. We work closely with your solicitors and financial planners for cohesive planning across all areas.

We also advise on personal investments and retirement planning from a tax perspective. If HMRC raises any queries, we represent you to resolve them swiftly and favourably. Throughout, we give you clear, actionable advice to grow and preserve wealth. Ultimately, our private client advisory helps you protect your wealth and drive your ventures forward with confidence.

Business Restructuring

Companies evolve through mergers, acquisitions, demergers, or sales. Our advisory team navigates the tax implications of these major transactions. We structure deals to achieve legitimate tax efficiency while meeting all compliance requirements. Our experts advise on the choice between share sales or asset sales for optimal outcomes. We conduct tax due diligence to uncover liabilities or opportunities before a deal.

In mergers or acquisitions, we plan integration with minimal tax leakage. For demergers, we structure separations to qualify for tax-neutral treatment under UK law. We prepare advance clearance applications to HMRC for complex reorganisations or transactions. Clearances confirm that transactions meet conditions for tax reliefs and exemptions. For example, we seek HMRC clearance on Capital Gains Tax for company demergers. This ensures shareholders do not face immediate CGT charges when a business splits.

We also secure clearance for Stamp Duty relief on qualifying share-for-share exchanges. Property transactions in restructurings trigger Stamp Duty Land Tax (SDLT) considerations. We advise on property demerger structures to mitigate or eliminate SDLT costs. If needed, we request non-statutory clearance to confirm the SDLT treatment upfront. These clearances often cover anti-avoidance provisions, giving you peace of mind that HMRC will not challenge your arrangement. We support management buy-outs and buy-ins, structuring them for tax efficiency and smooth transitions.

We ensure all taxes (Corporation Tax, VAT, Stamp Duties, employment taxes) are considered in our plans. By working closely with HMRC, we reduce the risk of unexpected tax bills. Our involvement gives you certainty that your transaction is tax-optimised and approved by authorities. Throughout any restructuring, we collaborate with your legal team to align tax and legal execution. We also liaise with your corporate finance advisors to cover all angles of the deal. Every step, we focus on clarity, compliance, and commercial sense. Our restructuring advice helps you execute major changes without unwanted tax costs or surprises.

Why Spherical

Spherical combines big-firm expertise with personal service. Our team includes Chartered Tax Advisers, committed to the highest professional standards. We bring multidisciplinary insight into each advisory project, covering tax, law, and finance. Our advice is always tailored to your unique circumstances and priorities.

We communicate clearly and act decisively to achieve your objectives. We aim to build long-term partnerships and become your trusted advisor. You have direct access to senior experts at every step for guidance and clarity.

Whether you are expanding abroad or restructuring at home, we stand by you. With Spherical as your partner, you navigate change with confidence and clarity. For Advisory Services for Business Clients, contact our Advisory team today to discuss how we can support your business success.