our Services
Helping business owners & entrepreneurial families to protect wealth, optimise ownership and plan for the future.
Our work goes beyond routine compliance — we design forward -thinking structures that help clients protect assets, optimise ownership, enhance value and plan with confidence.
With over 16 years’ experience and ICAEW professional recognition, we combine deep tax expertise, commercial insight, and innovative structuring across every stage of the business and personal lifecycle. Our approach is collaborative, discreet and adviser-friendly, working alongside accountants, solicitors, and wealth managers to deliver integrated long-term outcomes.
We advise:
• Business owners & entrepreneurs
• Private & family business groups
• High-value estates & private clients
• Accountants, solicitors & wealth advisers
bespoke tax, trust & succession planning for business owners, families and advisers.
Strategic, technically robust and commercially grounded tax and succession advice for UK business owners, privately-owned business groups and entrepreneurial families. Our advisory focus sits at the intersection of ownership, succession, tax and governance — where commercial interests and family priorities meet.
bespoke tax, trust & succession planning for business owners, families & advisers.
Strategic, technically robust and commercially grounded tax and succession advice for UK business owners, privately-owned business groups and entrepreneurial families. Our advisory focus sits at the intersection of ownership, succession, tax and governance — where commercial interests and family priorities meet.
Our work goes beyond routine compliance — we design forward-thinking structures that help clients protect assets, optimise ownership, enhance value and plan with confidence.
With over 16 years’ experience and ICAEW professional recognition, we combine deep tax expertise, commercial insight, and innovative structuring across every stage of the business and personal lifecycle.
Our approach is collaborative, discreet and adviser-friendly, working alongside accountants, solicitors, and wealth managers to deliver integrated long-term outcomes.
We advise:
Business owners & entrepreneurs
Private & family business groups
High-value estates & private clients
Accountants, solicitors & wealth advisers
Integrated, Not Fragmented.
Tax, Trust, ownership, and succession often sit across multiple firms — creating fragmentation, risk and inefficiency. Qubic brings these elements together under one roof, helping clients protect assets, optimise ownership and plan with confidence.
Our core service areas include:
Strategic Tax & Business Planning
Helping owners plan exits, optimise shareholder outcomes and structure commercial decisions efficiently.
Supports:
Business exits & disposals
Capital gains tax planning
Shareholder & business tax
HMRC enquiries & dispute resolution
Transactional structuring (M&A, share sales)
Share schemes & incentives (EMI,EOT,EBT)
Family Trust & Tax Solutions
Tailored, HMRC-cleared tax strategies for families, business groups, and high-value estates.
Supports:
Trust & investment structures
Wealth transfer & gifting
High-value estates
International & cross-border planning
Technical & specialist tax solutions
Family & business tax optimisation
BUSINESS & FAMILY SUCCESSION
Aligning business and personal affairs to support succession, continuity, and family wealth planning.
Supports:
Succession & wealth transfer
Inheritance tax & estate planning
Family governance & continuity
Multi-generation planning
Ownership alignment & dispute mitigation
Coordinated adviser engagement
PROFESSIONAL TRUSTEE SERVICES
End-to-end trusteeship, governance & administration to support the long-term operation of Trusts.
Supports:
Professional trusteeship
Governance & compliance
Administration & record-keeping
Reporting & tax obligations
Succession & continuity
Stakeholder oversight & dispute avoidance