Specialist Advisory Services

At MFW, we are proud to be able to be able to provide that extra bit of assistance to make the most of your business and the funds it can provide you with.

For many reasons, including those below, and at multiple points in your business lifecycle, you may need access to a trusted advisor and our team of qualified accounting, finance and tax professionals are on hand to assist you whenever you need it.

Support with finance and grant applications

Whether your business is going through a difficult period or is looking to fund expansion, we can assist with financial information to support any finance applications to banks, alternative lenders, or grant providers, and will be on hand for any meetings you may want us to attend to support you throughout the process.

Due diligence

As well as part of our acquisitions and disposals services, there are other times where you may benefit from due diligence. Perhaps you are entering into a significant new contract with a customer or supplier, or need to consider the viability of an investment. Our experts can help you to appraise the transaction and highlight any potential issues that may lead to re-negotiation or require mitigation.

Share valuations

There are many reasons why you may require a share valuation to be performed. These may be related to actual share transfers such as a company purchase of own shares, gifting of shares to family members or issuing shares to employees, where a valuation is required to support any related filings required to HMRC. Alternatively, a valuation may be required due a change in circumstances, such as divorce proceedings. A valuation may also be necessary as part of tax planning, to understand the value of the asset held. Whatever the reason a valuation is required, our experts are on hand to assist.

Pension contribution tapering

If your income is over £200,000 for a tax year, then you may be subject to a tapered (reduced) annual allowance for pension contributions. Our qualified professionals can help you to calculate your relevant threshold and adjusted income levels for a tax year, based on your anticipated profit levels for that year.  Based on those forecast income levels, we can advise you of what your tapered allowance would be, so that you can avoid an unanticipated tax liability by going over the allowance, or alternatively to maximise your usage of any unused allowance from previous years.

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