Services
Tax advisory
A structured view of tax matters, based on the facts of the transaction, the available documentation and the requirements relevant to the business.
Tax questions rarely exist independently of the underlying business activity. The same rule can have different implications depending on the nature of a transaction, contractual terms, documentation and the parties involved. Effective tax advisory therefore starts with the facts and with a clear definition of the question that needs to be answered.
FORTEXPERT works with management and finance teams to understand the transaction, identify the relevant information and organise the analysis. The objective is not to replace legal or commercial decisions, but to explain the tax considerations that should be taken into account and the documentation needed to support the chosen treatment.
Tax requirements and interpretations may change over time. Our work is based on the information and rules relevant at the time of the engagement, and material changes may require reassessment. Where a matter requires specialised legal or other professional expertise, that limitation is identified clearly.
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How we can help
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Review of tax questions
We clarify the facts, parties, documentation and business purpose relevant to the issue before analysing the applicable tax considerations and identifying questions that require additional information.
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VAT and transaction analysis
We examine relevant VAT considerations and the documentation supporting transactions, including the way information flows into accounting and reporting processes.
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Tax accounting support
We help connect tax requirements with accounting information, reconciliations and reporting so that material differences and assumptions can be identified and explained.
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Preparation for discussions and reviews
Where appropriate, we help organise the supporting information and explain the basis of the treatment adopted, enabling management to approach reviews or discussions with clearer documentation.
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The FORTEXPERT approach
The engagement begins with the specific tax question and the business facts behind it. We agree what information is necessary and distinguish confirmed facts from assumptions that still need validation.
We analyse the matter in the context of the available documentation and the relevant requirements. Where more than one interpretation or outcome is possible, the assumptions and limitations are explained rather than hidden behind a single conclusion.
Recommendations are presented together with the documentation and practical actions that management may need to consider. Significant changes to the transaction or facts should be reassessed before relying on the original analysis.
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Who this is relevant for
Companies facing tax questions linked to significant, unusual or changing transactions and needing a structured analysis of the relevant facts.
Finance teams seeking clearer alignment between tax treatment, supporting documentation and accounting information.
Management teams that want to understand the tax implications and assumptions associated with a business decision before implementation.
A long-term partner