Claritas Tax

What Claritas Tax does

Claritas Tax is a UK-based specialist tax advisory firm founded in 2012 by Iain Wright in Birmingham. It operates as a full-service tax consultancy organised across three service lines: Corporate Tax (corporate tax advisory, R&D/Patent Box and innovation incentives, grant funding, employment taxes, transfer pricing, customs consultancy, IP advice, tax disputes, property tax, VCT tax relief); Deal Advisory (transaction tax, VAT compliance, valuations, employment taxes, equity reward); and Private Client (income and capital gains tax planning, trusts and family investment companies, inheritance tax, overseas tax, and venture capital reliefs). The firm describes itself as the UK's largest independent tax consultancy and positions a multi-disciplinary team — Chartered Tax Advisers, Chartered Accountants, qualified lawyers, scientists, engineers and software experts, many with postgraduate and PhD qualifications — against the Big Four and mid-tier firms.

The firm operates an eight-office UK network spanning Birmingham (HQ, Enterprise House, Edmund Street), Manchester, Glasgow, Bristol, Leeds, London, Nottingham and Sheffield, supplemented by a wholly-owned subsidiary, Claritas Employment Taxes Limited. Headcount is reported at '100+', up from a startup-stage base a decade earlier. Services are delivered directly by partners and specialists rather than via a proprietary technology platform; no app, API or SDK exists. The go-to-market is partner-led and relationship-driven — partners actively generate business, and dedicated Partnership Managers cultivate introducer networks across accountancy, legal, corporate finance, and private equity advisers. A second commercial layer is the Growth Grid subscription membership (£750/year) for professional services firms, offering CPD-accredited webinars, mentoring, an annual conference, roundtables, articles and case studies. Revenue is generated primarily through professional services fees for tax advisory work, with the Growth Grid subscription and conference fees as a secondary recurring stream; engagement-level pricing is not publicly disclosed.

Leadership comprises founder Iain Wright and a partnership of senior tax practitioners, virtually all with prior Big Four, mid-tier, HMRC or Magic Circle in-house experience (e.g., Minesh Trivedi formerly of HMRC; Stuart Brodie ex-Grant Thornton and Markel Tax; Guy Kendall ex-Big Four and Head of Tax at RAC; Ses Memhi ex-Big Four and a Magic Circle law firm). The firm has won Tolley's Taxation Awards for 'Best Tax Consultancy Firm' (2022) and 'Best Employer in Tax' (2024) and reports a 95.4% graduate programme exam pass rate across ACA and CTA qualifications. Strategic partnerships include Markel Tax (dispute resolution) and Exalt IP / John Pryor (innovation tax reliefs and IP strategy); charity partnerships include KidsOut and FareShare UK.

Name

Claritas Tax

Legal name

Claritas Tax Limited

Website

https://claritastax.co.uk

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Claritas Tax is a UK-based specialist tax advisory firm founded in 2012, operating across eight UK offices with 100+ employees. It provides corporate tax, deal advisory, and private client tax services to mid-market businesses, PE-backed firms, and high-net-worth individuals through qualified Chartered Tax Advisers.

Ownership category

akta.pro rank

Product category

Tax Advisory Services

NAICS

Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Business Services, Nec (7389)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ), Transfer Pricing & International Tax Services (BPAHABAI), Tax Valuation & Transfer Pricing Support (409A, estate/gift, intercompany) (FSAEAHAC), Tax Planning & Compliance for Family Offices (FSAAADAE), Payroll & Employment Tax Services (BPAHABAD)

Keywords

• Specialist tax advisory
• Corporate tax consultancy
• R&D tax relief claims
• Transaction tax services
• Private client tax planning

Headquarters

HQ city

Birmingham

HQ country

United Kingdom

HQ region

Europe

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Tax Advisory Services: Claritas Tax generates revenue by charging fees for professional tax advisory services across its specialist service lines including corporate tax, deal advisory, private client, employment taxes, VAT, transfer pricing, incentives & reliefs, valuations, equity reward, and grant funding.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels9 records

Core offering

Claritas Tax is the UK's largest independent full-service specialist tax consultancy, providing expert tax advisory services delivered by Chartered Tax Advisers and Chartered Accountants. The firm operates across Corporate Tax (advisory, incentives & reliefs including R&D and Patent Box, grant funding, employment taxes, transfer pricing, customs, intellectual property, tax disputes, and property tax), Deal Advisory (transaction taxes, VAT, valuations, equity reward, employment taxes), and Private Client (income/capital gains tax planning, trusts, inheritance tax, overseas tax). The firm also operates Growth Grid, a paid membership network for professional services firms providing CPD-accredited webinars, mentoring, and networking.

Product overview

Claritas Tax is a full-service specialist tax advisory firm offering a comprehensive portfolio of tax consulting services. The firm operates across three main service lines: Corporate Tax (advisory, incentives & reliefs, grant funding, employment taxes, transfer pricing, customs, IP, disputes, and property tax), Deal Advisory (transaction taxes, VAT, valuations, and equity reward), and Private Client services (income/CGT planning, trusts, inheritance tax, and overseas advice). Additionally, the firm offers the Growth Grid, an exclusive membership programme for professional services firms. The firm does not offer a software product but provides expert human-led tax advisory services delivered by qualified Chartered Tax Advisers and Chartered Accountants.

Differentiator

Problem solved

Functional benefit

Brands

• Growth Grid: An exclusive membership network designed for ambitious professional services firms across the UK to accelerate their growth through targeted insights, strategies, and expert support.

Products and services

• Corporate Tax Advisory Advisory services covering all aspects of corporate tax including reorganisations, compliance, losses planning, withholding taxes, controlled foreign company analysis, and corporate tax residence.
• Incentives & Reliefs
• Grant Funding
• VCT Tax Relief
• Employment Tax Services

Quantifiable outcome

• 95.4% graduate exam pass rate across ACA and CTA qualifications
• +1 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor and core.

• FareShare UKminorOthers · 1 January 2023Claritas Tax partners with FareShare UK, the UK's biggest charity fighting hunger and food waste. The firm raised £4,591 for FareShare UK in 2023 through various fundraising initiatives including a Jail or Bail event that raised over £4,000.
• Markel TaxcoreStrategic or Co-development PartnerClaritas Tax has partnered with Markel Tax to provide comprehensive tax dispute resolution services. Markel Tax reviews dispute details and advises on recommended approaches, complementing Claritas's own dispute expertise to ensure clients receive the right advice for the best possible outcome.
• Exalt IP (John Pryor)coreStrategic or Co-development PartnerClaritas Tax partners with Exalt IP and its consultant John Pryor, a world-leading IP strategist, to offer a full innovation healthcare package. The joined-up approach ensures clients' IP is identified, protected, and leveraged to drive business growth through innovation tax reliefs.
• KidsOutminorOthersClaritas Tax has supported KidsOut as its chosen charity for 8 years, with employees participating in sponsored events and volunteering days.
• Affinity AssociatesminorGTM or Marketing PartnerAffinity Associates, a family-owned Accountancy Group growing by acquisition, joined the Growth Grid membership network. Their Head of Marketing, Chris Smith, noted that the network provides access to technical expertise (VAT, Corporation Tax, R&D) that smaller firms cannot afford to employ directly.

Scale indicators7 records

Recent moves14 records

Expansion highlights7 records

Direct peers

• Saffery LLP: UK top-30 accountancy firm with a large specialist tax practice serving private clients, owner-managed businesses and PE-backed companies. Directly comparable to Claritas across corporate tax, private client, R&D, and transaction tax services; Justine Stalker joined Claritas from Saffery LLP where she was National Head of R&D and Patent Box.
• BDO UK: UK mid-tier accountancy and tax advisory firm serving mid-market and PE-backed businesses. Directly comparable to Claritas across corporate tax, transaction tax, employment tax, VAT and R&D services; Robert Brown joined Claritas from BDO.
• Grant Thornton UK: UK mid-tier firm with significant corporate, transaction and private client tax practices serving mid-market and PE-backed clients. Directly comparable to Claritas in advisory style and target market; Stuart Brodie previously worked at Grant Thornton.
• RSM UK: UK mid-tier accountancy and tax advisory firm with strong PE-backed and mid-market focus. Comparable to Claritas across corporate tax, transaction tax, employment tax and VAT; overlaps in same introducer channels (PE firms, corporate finance advisers).
• Mazars UK: International mid-tier firm with a UK tax practice serving mid-market, owner-managed and PE-backed businesses. Comparable to Claritas in target segment and full-service tax offerings including corporate, transaction, VAT and private client work.
• Crowe UK: UK mid-tier accountancy firm with corporate and personal tax services to mid-market clients. Comparable to Claritas in service breadth and target customer base; competes head-to-head for PE-backed and owner-managed mandates.
• HW Fisher: London-based independent accountancy and tax advisory firm serving owner-managed businesses, HNW individuals and PE-backed companies. Comparable to Claritas as a specialist UK tax boutique targeting similar mid-market and private client segments.
• MHA (formerly Moore UK): Top-15 UK accountancy group with significant tax practice serving mid-market and PE-backed businesses. Comparable to Claritas across full-service tax offerings and roll-up-led growth strategy.
• Markel Tax: UK specialist tax dispute and enquiry resolution firm. Directly comparable to Claritas on tax dispute services; already a formal strategic partner of Claritas (Stuart Brodie joined Claritas from Markel Tax).

Emerging players

• Andersen Tax (UK): Independent UK member of the Andersen Global tax specialist network, competing with mid-tier and boutique tax firms for mid-market and cross-border mandates. Emerging peer with similar specialist positioning to Claritas but with international alliance reach Claritas lacks.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Claritas Tax