Service Lines

Our service lines are tailored to the needs of each client, back up by first rate trust, tax and accountancy expertise.

Tax Investigations

Great care must be taken with any tax enquiry, however innocent the initial approach. Tax investigations can put significant pressure on an individual or company and expert professional help can keep these pressures to a minimum.

We have an enviable reputation in this field with both private and corporate clients and Revenue Authorities. Our experience ranges from ad hoc factual enquiries at local level to full scale investigations. We appreciate the difficulties faced by clients under investigation and know how to minimise them. We are used to working with lawyers, where necessary, and can provide forensic accounting skills. We regularly negotiate with Revenue up to the highest levels.

Domicile & Residency

We advise our clients who are moving in and out of the UK or other jurisdictions how to achieve their relocation in the most tax efficient manner. Ideally, we like to be involved before relocation takes place when issues can be more easily addressed.

Our unrivalled experience of international tax planning and trusts ensures that we are ideally placed to advise our client on relocation.

Advisory Services

We act in an advisory capacity for private companies looking to start up, raise capital, make an acquisition, demerge or sell.

With senior investment banking experience in our team, we also often act as an independent financial adviser to public companies on Takeover Code transactions.

Due Diligence/Transaction Support

Our approach to due diligence is to ensure that our partners and senior staff fully participate in the project. This ensures that our subsequent advice focuses on the key issues that we see facing the transaction and is provided by those with sufficient experience to give such advice.

We have acted in a transaction support capacity for many of the UK’s main lending and investment banks as well as for private entrepreneurs.

Matrimonial Disputes

Our matrimonial team undertakes:

• Tax and trust advice
• Valuation & expert witness services
• Assistance with asset scheduling, including Form E

Trust and Wealth Services

As investment products become more diverse, keeping track of the financially successful family’s assets and their value is becoming increasingly difficult. This can make monitoring the family’s wealth, at best, more time consuming and, at worst, almost impossible for the family administrator or trustee.

We have developed our own systems and procedures for monitoring the composition and performance of a family’s investments and other assets. Our systems enable us to present the family or its advisers with comprehensive and timely reports consolidating the family’s entire asset base. The asset and performance analyses within our reports are tailored to the individual family’s needs in a way that we believe is unique in the marketplace.

We consider that our independence from the investment process means that we can concentrate on our client’s needs and monitor objectively any investment adviser’s performance.

Charities

Many of our private clients engage in charitable giving. This will often be through donations directly to individual charities, but some of our clients seek our help and guidance in forming and running their own charities and charitable trusts.

We have extensive experience in advising on all aspects of regulatory audit and independent examination requirements of charities and can deliver a wide range of related services to those involved in charitable giving both in the UK and around the world. Our expertise derived from servicing this wide range of clients has enabled us to build a multi-skilled team, whose members understand the issues that matter to you.

Audit

Whilst audits are a statutory requirement in many of the jurisdictions in which we operate, in others, they are not. We find many clients still request audits in those locations for a variety of purposes, such as to ensure that their affairs are correctly managed.

As a result, at Rawlinson & Hunter, we do not treat the audit merely as a statutory obligation. We try to involve our client in the audit process and, like all of our services, our audits are partner-led, ensuring our clients benefit from our extensive business advisory experience.

Whether the client requires a statutory or non-statutory audit, whether for a listed company, an entrepreneurial start-up or a trust structure, we believe that the Rawlinson & Hunter personal approach to audit can bring value to their business.

Estate Planning

For UK connected clients, the inheritance regime provides excellent opportunities to plan estates and protect family wealth through the use of lifetime gifts, trusts, family limited partnerships and careful consideration of wills.

Estate planning demands a detailed appreciation of the circumstances of each client and the flexibility to respond to their wishes. Our emphasis on client relationships has enabled us to build a considerable reputation in this area.

Corporate Finance

Our corporate finance team acts for publicly quoted and private companies as well as entrepreneurs to offer an extensive range of advisory and transactional services.

Our bespoke approach provides timely and succinct reports to directors, shareholders and finance providers and has given us a reputation for delivering real value at a cost effective price.

Valuations & Forensic

Our specialist valuation and forensic team undertakes valuation work in relation to both companies’ and individuals’ net worth.

We have acted as experts in relation to matrimonial and general litigation, including loss of profit and similar claims.

We have undertaken corporate valuations for a variety of purposes, including minority share sales, internal reorganisations, tax planning initiatives and tax clearance applications.