Tax Planning

Tax planning is the legal, ethical work of optimising your tax burden through the right transaction structure, available incentives, and good timing. IBU builds plans that align with your business goals — not chasing the lowest possible rate, but building a tax position that holds up when an auditor sits across the table.

When tax planning matters most

• Corporate restructuring: mergers, acquisitions, demergers.
• Major capital investments and capex decisions.
• Financing arrangements — intercompany loans, hybrid instruments, equity structures.
• Expansion into new markets, including new entities or branches.
• Family-business succession and ownership transitions.

How we work

We always start from the facts: financial statements, ownership structure, core contracts, and audit-risk profile. From there we map structural options, quantify the tax impact of each scenario, and weigh both legal and reputational risk. Every recommendation comes with the supporting statute and the administrative evidence you can put in front of the DGT if asked.

What you receive

A tax-planning document covering: proposed transaction map, quantified tax savings, risk register with mitigations, list of supporting documents to prepare, and an implementation timeline. We also provide letter templates and minute templates to formalise each decision.

Good tax planning is planning that produces no surprises during an audit. That's what we target on every engagement.