A structured 28-page framework for mid-market Finance Directors evaluating their tax function. Includes a 12-question diagnostic, build vs buy vs outsource cost comparison, decision matrix and a procurement checklist for selecting an OHT provider.
Seven chapters taking you from diagnosis (do you need senior tax oversight?) through decision (build, buy or outsource?) to execution (how to scope and procure).
The five trigger events: international expansion, M&A, restructuring, HMRC engagement, capital events.
Score your business out of 24. Most mid-market companies score 6-12 on first measurement. Below 16 means action.
Full cost transparency. Internal hire £136k–£226k. Big 4 retainer £80k–£234k. OHT £30k–£96k. Pros and cons of each.
Combined diagnostic score × revenue band × complexity. Scenarios where each option wins.
Strategic oversight, compliance review, HMRC engagement, specialist projects. What’s in scope and what’s typically out.
Phased timeline: month 1 (discovery & quick wins), 2-3 (foundation), 4-6 (operating rhythm), 7-12 (strategic value).
15 criteria scored 0-2 (out of 30). Plus seven specific red flags to walk away from before signing any engagement letter.
This isn’t generic content marketing. It’s the working knowledge of a Chartered Tax Adviser used to advising real clients on real positions.
Full all-in costs for each option, including the hidden ones (recruitment, NIC, pension, training). No vendor sales pitch — straight numbers.
Most mid-market businesses don’t need an internal Head of Tax. The framework helps you decide IF you need extra capacity, before deciding HOW.
The 30-point scorecard and seven red-flag list are ready to use. Built for use in CFO procurement decisions, not as marketing material.
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