Specialised Services


Business and practice development services to healthcare and other healthcare business sectors on a referral basis

We are happy to take on one off consultancy appointments for clients of other firms or individuals who prepare their own accounts and tax returns.

These services include:

  • business restructuring
  • financial restructuring
  • business acquisition or sale
  • taxation advice regarding an existing or proposed structure
  • incorporation or disincorporation advice


Dental practice sale and purchase facilitation

Having a long and proven track record within the dental business sector we are happy to assist in the acquisition of dental practices and other healthcare related businesses.

We have strong links and good working relationships with banks and other financiers thereby allowing us to structure your financial proposal in a manner that will best suit you and your business needs forward.

Conversely, if you are selling your practice we can offer taxation advice to ensure that the sale is structured in a manner that will ensure maximum tax efficiency at sale completion.

Our close links with specialist dental and healthcare trained solicitors enable us to refer you to professionals who will give you the correct advice and guidance to ensure that your acquisition or sale is as pleasurable as is possible

Funding proposals and negotiations with banks for business and asset acquisition

Business expansion, wear and tear or obsolete equipment can require the purchase or replacement of assets and equipment.

We can prepare borrowing proposals based on your needs and introduce you to several financiers to achieve the result required whether it be a bank loan, hire purchase or lease purchase arrangements.

Retirement and exit planning – options and strategies, sometimes referred to as ‘Cradle to Grave Tax Planning’

Nobody wants to work until the grave, but many people fear that they will not have sufficient funds to maintain them through their retirement.

We offer a full and comprehensive service to plan for your future and retirement to ensure that you retain an investible surplus whilst in work to allow a comfortable and financially secure future.

From our Cardiff office we manage a nationwide client base and aim to meet with all clients annually as required.