From capital gains to family gains

Why choose Fortus Tax Advisory?

Tackling tax with the right advice and planning can make a huge difference to the success of your business and mistakes can be very costly. Believe us when we tell you we can do so much more than tax compliance.

Business succession planning

Being specialists in this area, we can advise on how best to structure the sale of your business, whether this be on the open market, using Management Buyouts (MBO’s), or Employee Ownership Trusts (EOT’s).

Inheritance tax planning

Our team work hand-in-hand with our Wealth Management team to help you understand how to carefully plan your finances for those you leave behind.

Property tax planning

We can assist with property holding structures, capital gains, Stamp Duty Land Tax (SDLT) and many other options to ensure that you have the most efficient planning in place.

Business structure

Our talented team can structure your business for tax efficiency and commercial risk management, using holding companies, group reorganisations, and many other options.

Joining the dots

This approach ensures we won’t leave any tax planning angle unexplored, or any stone unturned.

Much more than tax compliance

Our expert knowledge won’t just ensure tax compliance. We’ll work with you so you’re tax efficient from both a personal and business perspective. That way, you’ll retain more of your money.

Structure your business for tax efficiency and manage commercial risk
Manage your annual tax liabilities
Deal with personal taxes such as capital gains tax and IHT
Support your other advisors in areas such as financial planning
Structure your business sale
Motivate employees
Attract investment
Ensure all available reliefs are claimed

What our clients say

With a rapidly expanding manufacturing business and cashflow a constant problem, our bank wouldn’t offer further borrowing, expensive short-term loans seemed the only answer. Fortus took time to understand our business and requirements, presented our story to lenders and had 4 offers within 2 weeks, saving us £20,000 per month in debt repayment.

Ryetec Industrial Equipment Ltd.

I’ve worked with Fortus on several wealth management projects, including a SSAS and bespoke cash platform. Fortus are knowledgeable, strategic, and genuinely invested in understanding my full financial picture. Their advice is thoughtful and long-term focused. I’d confidently recommend them to anyone seeking trusted, high-quality financial guidance.

Sunil Mehta

Private client

I have been delighted at the level of personal service provided by Fortus, they have given me a focused and tailor made service missing from my previous advisors. I have no hesitation at giving them 10 out of 10.

James Horlock

Private client

There's a synergy in what RLFC and Fortus are trying to achieve in our timelines - we're hungry and looking to be innovative and do things differently. I'm a really happy partner with Fortus, but also a satisfied customer.'

York RLFC

Fortus provides excellent service and has a fantastic team. They handle all our accounts promptly and are always available to discuss and explain any queries. We've worked with Fortus for many years and wouldn't hesitate to recommend them.

Adair Paxton Ltd.

I’ve found the payroll team at Fortus to be exceptionally knowledgeable, efficient and friendly. They are always willing to help and take time to answer any questions I have. Their support has made payroll a stress-free and seamless process.

Tadweld Engineering Ltd.

We’d be lost without Fortus’ support. We can turn to them with any problem, and we’ll overcome it together. Fortus go over and above what’s expected.

Keith France Electrical Contractor Ltd.

Fortus responded really quickly, which was key to us achieving the final deadline. We’re really pleased we changed to Fortus and our future together is bright.

Dale Power Solutions Ltd.

Fortus took the time to understand my business, listened and have been by my side ever since. They‘re real people - kind, empathetic, and patient.

Fulford Nursing Home Ltd.

Download our SME Survival Guide

Looking ahead after the Autumn Budget

At Fortus, we know that clarity drives better decisions. Our SME Survival Guide brings together the most important outcomes from the Autumn Budget, tailored for owners who want to stay ahead.

We focus on what truly matters - protecting profitability, planning with certainty and building resilience for the next 12–18 months.

And if you’d like a bit of support along the way, our integrated team of specialists are always here to help.

Download here

Our Tax Advisory team

Chris Wilson

Head of Tax Advisory

chris.wilson@fortus.co.uk

Mary Manalo

Assistant Manager

mary.manalo@fortus.co.uk

Emma Hollings-Guy

Tax Administrator

emma.hollingysguy@fortus.co.uk

Laura Train

Tax Manager

laura.train@fortus.co.uk

Liz Rogers

Head of Tax Compliance

liz.rogers@fortus.co.uk

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Get in touch

We’d love to hear from you.

Whatever your industry or business size, if you're looking to grow and are open to new possibilities, we're here with the support and expertise to help you reach your potential.

Get in touch