FixThatNow
Tax advice on purchases and sales — Tax adviser
Describe the purchase or sale, the asset, parties, countries and timing. Specify whether you need transaction advice, a document review or filing support. Use a secure channel for supporting information rather than assuming every transaction belongs to the same tax service.
Service scope
Transaction-specific tax advice for a proposed or completed purchase or sale, identifying the asset, parties, jurisdictions, timing and intended advisory output. Property, business assets and securities can lead to different specialist engagements; no tax treatment is inferred from the transaction label alone.
What is normally included
- Identify the transaction and relevant advisory questions
- Review the agreed facts and supporting documents
- Deliver transaction-specific advice or expressly scoped reporting support
What is not included
- No universal tax or refund calculation
- No presumption that every transaction concerns property
- Assuming every purchase is real estate
- Universal transaction-tax calculations
- Guaranteed tax-minimising structures
Typical tasks
- Identify the transaction and relevant advisory questions
- Review the agreed facts and supporting documents
- Deliver transaction-specific advice or expressly scoped reporting support
- Document the transaction assumptions on which the requested advice depends
- Identify missing transaction records and questions for the client's other advisers
What to include in your brief
- Asset/transaction type
- Parties and countries
- Advice, filing or document-review output
- Transaction dates, values and stage of negotiation or completion
- Relevant contracts, earlier advice and any approaching reporting deadlines
Choosing the right professional
Choose an adviser with experience in the actual asset and jurisdictions. Ask for clear deliverables and distinguish advisory fees from taxes or other transaction costs.
Important considerations
- Incomplete transaction facts can change the advice required
- Cross-border or multi-party matters may need additional specialist work
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