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Retirement Planning

Retirement Planning and Exit Strategies

If you own a business, you should consider your exit strategy. Will you withdraw from the business, leaving it for the next generation, or do you plan to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business or find a suitable buyer? Are you aware of all the tax implications regarding the timing of disposals?

These are all important decisions; retirement planning needs to be considered well in advance of any exit from the business.  Professional advice and assistance can ensure you achieve the maximum value for your share in the most tax efficient manner.

We can advise on the following:

  • Creating a succession plan
  • Valuing your business
  • Timing of an exit
  • Tax efficient profit and capital extraction 
  • Protection of the business 
  • Interaction with inheritance tax

Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS)

Are you a small company that needs to attract finance?  The Enterprise Investment Scheme and Seed Enterprise Investment Schemes help smaller trading companies to raise finance by offering shares that come with a range of tax reliefs to attract investors.

We are able to assist and guide you through the process of registering as a qualifying company to ensure that the tax reliefs are available to your investors.

For further information, contact us on 01923 224411 or email Rebecca.

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