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
people in collaborative meeting smiling
Tax-incentivised sale to an Employee Ownership Trust
A disposal of shares to an EOT provides both an extremely tax-efficient exit solution.
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.
people in collaborative meeting smiling
Tax-incentivised sale to an Employee Ownership Trust
A disposal of shares to an EOT provides both an extremely tax-efficient exit solution.
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.
Clear filter
loading gif
A group of professionals in a team strategy meeting
HMRC consultation on reporting company payments to participators
Crowe UK has responded to the consultation on behalf of our owner-managed business clients, who we expect will be most affected by the new rules.
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.
A group of professionals in a team strategy meeting
HMRC consultation on reporting company payments to participators
Crowe UK has responded to the consultation on behalf of our owner-managed business clients, who we expect will be most affected by the new rules.
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