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Succession Planning

Succession Planning

If you are considering retiring from your business, then careful structuring of your succession (whether to family members, key staff, or outside investors) is vital to mitigating the tax paid on your exit.

If you are planning on selling your company  then tax advice can help ensure you make the most of all available tax reliefs for the sales of businesses.

If there is no willing purchaser then the company may opt to purchase the shares directly from the shareholder.

We have considerable experience in assisting clients plan for their retirement by devising the most suitable strategy to meet their needs.

Following your exit from the business, we can help determine whether you will need to report the gain on your Self Assessment tax return, and if so, assist with the preparation and filing of all the necessary paperwork.

Contact us today to discuss your tax requirements.
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