Simon Warne

Simon Warne

Partner, Private Clients
Kent

I joined Crowe LLP in 2006 and became a Partner in April 2009.

I am a Private Client Tax Partner in the Kent region. I advise individuals and families on tax matters including compliance, corporate tax returns, income and capital tax planning. In my role for Family and Owner-Managed Businesses I advise entrepreneurial clients on corporate restructuring, succession, disposals including management buyouts and Employee Ownership Trusts and expansion overseas.

 

What I Do

Tax

  • Business Asset Disposal Relief 
  • Enterprise Investment Schemes (EIS)
  • Capital taxes planning 
  • Inheritance Tax Business Property Relief 
  • Enterprise Management Incentive (EMI)
     

Advisory

  • Capital Gains Tax and Inheritance Tax planning
  • Tax efficient investment strategies
  • HMRC tax enquiries
  • Tax-efficient income extraction
  • Equity structures for groups of companies
  • Demergers
  • Acquisitions and Disposals
     

My Clients

  • Private individuals
  • High-net worth individuals and their  families
  • Use of Family Trusts for income and capital taxes planning
  • Entrepreneurs and Owner-Managed Businesses
  • Limited companies

My Insights

loading gif
hand placing puzzle
How to use Trusts to gift shares of a family business
Creating a Trust has tax implications but can be advantageous if used in the right way. How Trusts can be used to gift shares of a family business.
car on blurry road
Plugging into electric cars: calculating the cost
Explore electric car costs for family businesses, including tax relief, BiK savings and running costs when switching to EVs.
couple on beach with kite
Pension planning opportunities for FOMB
How pension planning can boost tax efficiency and maximise long-term retirement.
hand placing puzzle
How to use Trusts to gift shares of a family business
Creating a Trust has tax implications but can be advantageous if used in the right way. How Trusts can be used to gift shares of a family business.
car on blurry road
Plugging into electric cars: calculating the cost
Explore electric car costs for family businesses, including tax relief, BiK savings and running costs when switching to EVs.
couple on beach with kite
Pension planning opportunities for FOMB
How pension planning can boost tax efficiency and maximise long-term retirement.
Clear filter
loading gif
construction workers silhouette
Sale: Nusteel Structures Ltd
Crowe advised the shareholders of Nusteel Structures Ltd, a supplier of steel structures on its transition to employee ownership.

Memberships