Succession Planning

When you decide to move on

Exiting a business can be tricky. For individuals and businesses looking for the very best advice on timing, tax and personal financial planning we would be delighted to talk.

Here’s how we are helping businesses with their succession planning:

• Income tax advice on the reliefs available to individuals disposing of their businesses e.g. Entrepreneurs’ relief, Enterprise Investment Scheme
• Personal tax planning with particular emphasis on Capital Gains and Inheritance tax to make the most of tax reliefs and deferral of tax liabilities
• Corporation tax advice in advance of preparing a business for sale
• Participation in the due diligence process undertaken by the prospective buyers of a business