Tax Structuring & Deal Scrutiny

Structure built to hold.Not builtto sell.

SPV formation, ownership architecture, and independent financial challenge before capital is committed.

SPVFormation & Structuring
HoldingStructures & Architecture
DealScrutiny & Review
Pre-AcqAcquisition Review
StructuringSPV Formation
ArchitectureHolding Structures
AdvisoryDeal Scrutiny
Before CapitalPre-Acquisition Review
QualificationFCCA, Fellow, ACCA

Structure the ownership.
Then challenge the numbers.

Most financial advisors do one or the other. We do both, and the combination is what protects capital when a deal is well-structured but the underlying numbers are wrong, or vice versa.

Tax Structuring

Ownership architecture that holds under scrutiny, from HMRC, lenders, and at exit.

Tax-efficient structures that work. Not structures designed to look efficient at the point of sale, structures designed to perform across the life of the investment, through lender reviews, HMRC enquiries, and ultimately at exit.

The most expensive structure is often the one that seemed cheapest to set up. We design ownership frameworks with one priority: they must hold under real-world pressure, not just perform on a spreadsheet prepared for a client who wants to proceed.

  • SPV formation and structuring
  • Holding company architecture
  • Intercompany loan structures
  • Capital deployment planning
  • Exit planning and restructuring
For: Property investors · Developers · Care operators
Independent Deal Scrutiny

Before capital is committed, the numbers should be independently challenged.

The financial model behind a deal is usually prepared by someone who wants it to proceed. Vendors are optimistic. Agents are motivated. Even advisors working for the buyer are sometimes reluctant to kill a deal they helped to originate.

We have no commercial interest in whether a deal proceeds. Our interest is in whether the financial logic is sound. If it is not, we say so clearly and provide the evidence. If it is, you proceed with independent confidence that the numbers have been properly challenged.

  • Pre-acquisition financial review
  • Independent number challenge
  • Development finance scrutiny
  • Refinancing analysis
  • Management accounts review
For: Anyone committing significant capital · Buyers · Developers · Refinancing groups
Check
First.
The principle behind independent deal scrutiny

We check the numbers
behind the deal, before
the deal checks you.

Most capital losses in property and care investment happen not because of market conditions, but because the financial logic of the deal was flawed from the outset. Assumptions were not tested. Numbers were not independently reviewed. The deal was well-structured but the underlying business case was wrong.

Independent deal scrutiny is not pessimism. It is the standard of rigour that professional capital deployment demands.

We bring the same methodology to deal scrutiny that we apply to expert witness analysis, evidence first, conclusion second. If the numbers stack up, we will tell you that clearly. If they do not, you will know before the capital is committed, not after.

Request Deal Scrutiny →

The full scope of what
we provide.

01
SPV Formation & Structuring
Formation and structuring of special purpose vehicles for property acquisition and development. Entity design, share structure, and the framework required to satisfy lender due diligence from day one.
02
Holding Company Architecture
Design of holding company structures for multi-asset portfolios. Consolidation, governance, dividend flow, and the architecture that allows a group to grow without its structure becoming an obstacle to the next deal.
03
Intercompany Loan Structures
Intercompany lending arrangements that achieve tax efficiency while remaining defensible to HMRC and credible to lenders. Properly documented, properly priced, and designed to function in a real audit environment.
04
Pre-Acquisition Financial Review
Comprehensive pre-acquisition financial review, management accounts interrogation, vendor financial presentation challenge, occupancy and revenue analysis, and identification of the material risks before heads of terms are exchanged.
05
Development Finance Scrutiny
Independent review of development finance appraisals, cost modelling, revenue projections, development timeline assumptions, and the sensitivity of the return to the variables that move most in practice.
06
Refinancing Analysis
Financial analysis for refinancing decisions, including the current value of the portfolio, covenant headroom modelling, the real terms of the existing facilities, and the financial logic behind the proposed refinancing structure.

Whether it's tax, CFO
or strategic finance.

Whether you are seeking tax optimisation, CFO advisory or strategic finance support, we respond promptly and work with precision. No junior gatekeepers. You speak directly to Bharat Varsani FCCA.

AddressC204 Cunningham House
19-21 Westfield Lane
Harrow, London HA3 9ED
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