SPECIALIST TAX CONSULTANCY SERVICES
Hi, I’m Jamie Kelly. A chartered tax advisor with 13 years of tax experience.
An advisor to businesses and individuals, specialising in M&A and Inheritance Tax.
What clients say
“Jamie personally helped restructure my own company to introduce a new business partner, dealing with HMRC to obtain clearance. I’ve also referred a number of my own clients to him for some complex situations. It provides comfort knowing they’re in good hands. Very personable, professional and knows his tax.”
“Jamie gave us help when we needed it with CGT. He was easy to contact when required, and flexible when we changed our minds. When future tax problems arise we will certainly go to him again.”
“Jamie helped us through the inheritance and CGT implications and payment process following the sad death of our father. He was very knowledgeable, made complex issues easy to understand and resolved all matters well within the expected timeframe.”
Chartered Tax Adviser · Member of the Chartered Institute of Taxation
What we do
Advice tailored to you, not the other way round
We pride ourselves on learning what matters to you, then suggesting tax planning strategies built around it.
M&A tax
Whether it’s a trade sale, MBO or EOT, we help you structure the deal so you exit tax-efficiently and support you through to completion.
Read more → Protecting wealthInheritance Tax
We quantify the liability that would arise today, then suggest planning options tailored to your circumstances and goals.
Read more →Full-service advisory
Whether you have an SDLT query, need help understanding the statutory residence test, or anything in between - we can help. If we don't know the answer, we'll be happy to point you to someone who does.
Who we work with
SMEs, families and their accountants
Personal & family tax
Inheritance Tax and succession planning, trusts and Capital Gains Tax advice. Clear and simple analysis of complex tax issues, with fixed fee options.
Specialist support for your clients
We partner with accountancy practices to provide specialist tax advice their clients occasionally need, while you keep the client relationship.
For accountants →Get in touch
Let’s talk tax.
Whether it’s a sale, a succession plan or a question you can’t get a straight answer to, we’d like to hear from you.