Strategic Tax
Advice for
Growing Businesses
Protect what you’ve built. Reduce tax. Make smarter decisions with a clear head.
Watch: This is what we do
What We Do
At Scale Up Financial, we help owners of successful businesses make better decisions, pay less tax, and create a structure that supports real growth.
Straight answers. No jargon. No drama.
Reducing unnecessary tax, legally and efficiently
Solving complex, high-stakes tax issues
Structuring businesses for long-term stability and expansion
Supporting owners through major events — exits, acquisitions, restructures, EOTs, and property incorporations
Who We Work With
We specialise in supporting people who already run a solid business and want to move to the next level.
"If you value straight-talking advice and decisive action, we’ll get on well."
Family-owned businesses
High-earning entrepreneurs
Property portfolio owners
Companies preparing for sale, expansion or succession
Why Business Owners Choose Us
Most accountants recycle the same advice. We don’t.
Over thirty years of real-world, hands-on tax experience
Strategic thinking grounded in commercial reality
Direct access to an expert — not a junior, not a partner you never meet
Clear explanations, practical steps, and predictable outcomes
A calm, steady approach to complex or stressful situations
The result: fewer surprises, less waste, and better sleep at night.
How We Help
Expertise tailored to your needs.
Advanced Tax Planning
IHT, CGT, business restructuring, share schemes, holding companies — designed to protect wealth and create long-term efficiency.
Learn moreBusiness Structure for Growth
Group structures, asset protection, and systems that support expansion without unnecessary risk.
Learn moreEvent-Based Tax Support
Exits, acquisitions, management buy-outs, EOTs, and due diligence. High-stakes situations handled with precision.
Learn moreProperty Tax Strategy
Property incorporations, SPVs, long-term tax planning for landlords and developers.
Learn more
About Jeff Lermer
Founder — Chartered Accountant & Strategic Tax Adviser
I’ve spent more than four decades working with successful business owners, helping them navigate tax, structure their companies properly, and protect what matters most.
Clients value the way I work: calm, clear, commercially-minded, and focused on outcomes — not theory. You get straight talk, careful thinking, and support that fits your life, not just your balance sheet.
Results & Case Studies
Every business is different, but the outcomes are similar: less tax, more clarity, fewer risks, and a stronger platform for growth.
Restructured a family business
Reducing long-term tax exposure significantly
Supported a company sale
Ensuring the owners kept more of the proceeds
Resolved a complex multi-year tax issue
With minimal disruption
Helped a property group incorporate
And protect assets efficiently
Ready to Move Forward?
If you want your business and personal finances structured properly — with less tax, less stress, and more control — let’s talk.
Book a Call