Selling in the next few years? Check the tax first.

Ideally two years or more before a sale. Some reliefs, including Business Asset Disposal Relief, need conditions to be met for the two years before the sale, and restructuring is easier without deal pressure.

A clear view of where you stand: whether you qualify for the main reliefs, what could put them at risk, whether the structure needs changing before a sale, and the steps and timing to put things right.

It's for owners thinking about selling their company in the next few years, typically in deals worth £1m to £50m. That includes sales to trade buyers, private equity, a management team or an Employee Ownership Trust. It's also useful for shareholders who don't run the business but want to understand their position.

Usually recent accounts, the share register and articles, and details of each shareholder's role in the business. It also helps to know about any share options or incentives, property or surplus cash in the company, past restructures, and your plans and timescale for a sale. We'll tell you what's relevant to your situation.

Often, yes. Many relief conditions take time to put right, so finding a problem early keeps your options open whether you sell in two years or ten. The review can also help you compare routes, such as a trade sale, a management buy-out or an Employee Ownership Trust, before you commit to one.

Yes. In that case the review focuses on what matters most for the deal in front of you, such as your relief position, the proposed structure and the tax points in the heads of terms. Some options are harder to use once a sale is in progress, so it's best to get in touch before heads of terms are signed.

Yes, where it's relevant. Relief conditions such as those for Business Asset Disposal Relief are tested person by person, so two shareholders in the same company can get very different results. The review highlights who qualifies, who may not, and whether anything can be done about it before a sale.

Yes. We only do transaction tax, with no accounts, audit, legal or corporate finance work, so we work alongside your existing advisers rather than replacing them. Your accountant or lawyer keeps their relationship with you, and we share the findings with them where you'd like us to.

Yes, on the UK tax side. If you own shares in a UK company, or have UK tax history, we can review how a sale is likely to be taxed in the UK. We work with your local advisers on the tax position where you live, as your residence history can make a real difference to the outcome.

Use the Book a call form, email taxadvisory@aswatax.co.uk, or call or WhatsApp +44 7537 143695. We reply within one working day. You'll speak directly with a senior adviser, who will talk through your plans and what the review should focus on.