Working alongside professionals who need a dedicated tax partner.
We work along side solicitors, IFAs, and mortgage brokers whose clients need tax advice in areas outside their own scope. We keep the process simple and transparent throughout.
If you have a client with a tax need that falls outside your own area of work, we would like to hear from you. We handle the engagement completely — from first contact to final advice — and we keep you informed at every stage so you remain the trusted point of contact for your client.
We are an ACCA regulated practice. Our principal, Paul Connolly FCCA has been a practising certificate holder since 2011, is a former university lecturer in accounting, and has contributed practice questions to Taxation by Alan Melville — an annual taxation textbook used in UK university accountancy programmes.
Our focus areas are listed below — if your client’s situation falls within one of them, use the referral form below or call us directly on 01604 800282.
All referrals are handled in accordance with our professional obligations under the ACCA Code of Ethics. Client data is processed under our Privacy Policy and in compliance with GDPR.
We will not market additional services to your client without discussing it with you first.
How it works
You identify the need
You encounter a client situation that falls within one of our focus areas — business tax strategy, property incorporation, exit planning, or estate and succession planning. You decide a referral is the right course of action.
You speak to your client
Share our website with your client so they can see who we are and what we do. Once they are comfortable and you have secured their consent to share their contact details with us, move to the next step.
You introduce us
Use the referral form below, call us on 01604 800282, or email paul@tsgtaxation.com. Tell us the client’s name, their contact details, and a brief description of the situation. We take it from there.
We handle everything
We contact the client promptly, conduct the engagement professionally, and keep you informed throughout. We never cross-sell beyond the scope of the referral without your knowledge. Your client relationship remains yours.
Our focus areas
Each card below describes one of our service areas from the perspective of what your client might be experiencing. If the situation sounds familiar, follow the link for full details or use the referral form below.
Your client is a director-shareholder and isn’t sure their structure is tax-efficient
We review the current position — salary and dividend extraction, pension contributions, holding company structures, profit retention, and ongoing compliance. Written report with specific recommendations and modelled outcomes. Potential tax benefits depend on individual circumstances.
Full details →Your client owns a buy-to-let portfolio and is considering incorporating into a limited company
We provide a professional tax valuation, assess Section 162 holdover relief eligibility, calculate the SDLT liability, and model the financial scenarios for incorporation.
Full details →Your client is planning to sell their business in the next few years
We review BADR eligibility, model holding company structures, assess the Substantial Shareholding Exemption, and advise on deal structure — share sale vs asset sale, earn-out treatment, and deferred consideration.
Full details →Your client owns a business and hasn’t reviewed their IHT recently
The April 2026 BPR cap at £2.5m per person has created new IHT liabilities for business owners who previously had full BPR protection. We estimate the exposure and advise on the planning options — trusts, FICs, lifetime gifts, insurance. Outcomes depend on individual circumstances and future legislative changes.
Full details →Client guides — download and share
The guides below explain common tax concepts in plain English — written for clients, not practitioners. Download and share with your client before or after a referral, or use them as a conversation starter in your own client meetings. New guides are added regularly.
How Inheritance Tax Actually Works
Nil-rate bands, the 40% rate, exemptions and reliefs explained in plain English. Updated for April 2026 BPR changes.
Written for: Solicitors drafting wills, IFAs
Download PDFWhat the April 2026 BPR Cap Means for Business Owners
The new £2.5m cap, worked examples at three business valuations, and the planning options now available.
Written for: Corporate solicitors, M&A advisers, IFAs
Download PDFHow Limited Company Buy-to-Let Works
Section 24, incorporation mechanics, SDLT on transfer, and when the numbers support a company structure.
Written for: BTL mortgage brokers, estate agents, letting agents
Download PDFRefer a client
Use this form to introduce a client. We will make contact within one working day. If the matter is urgent, call us directly on 01604 800282.
Enquiry forms launching shortly
We are upgrading our systems and this facility will be available shortly.
In the meantime, please contact us directly:
- Email: team@tsgtaxation.com
- Phone: 01604 800282