Whether you are passing the business to family or selling it, good planning years ahead can save significant tax and keep the business running smoothly through the change.
Who this is for
Owners planning to pass the business to the next generation
Owners preparing to sell in the coming years
Families who want to lock in today's value and shift future growth
Executors and families dealing with tax after a death
How we help
Estate freezes and family trusts
Making use of the lifetime capital gains exemption
Transferring the business within the family on a tax-efficient basis
Preparing the company for a future sale
Post-mortem planning to avoid double tax at death
The earlier you plan, the more you keep.
Book a confidential call to talk through your options.