Plan for the Future

What does the long term future of your business look like?

Will you sell it, or hand the baton over to a family member?

It’s never too early to think about your exit or succession plan.

 We can help you prepare a long term strategy, look at options to help you maximise your wealth in retirement or leave the business in safe hands.

There’s an unlimited range of possibilities, including many you may never have heard of or thought of before. We’ll guide you through all the options available to suit your circumstances.

Selling your business

If you own a business that you’d like to sell, there are many things to consider before you put it on the open market.

We’ll look at your situation and guide you through the options available to you. Our service includes:

  • Valuing the business.
  • Advising on tax issues.
  • Liaising with your solicitor.

Future Generations

The key to passing the baton onto the next generation is planning. The sooner you start the better.

Our specialists can advise you on the best course of action to make the process as painless and as tax efficient as possible.

If you are thinking about passing your business onto the next generation of your family, there are probably more things to consider than you might imagine.

It’s not just about balance sheets and numbers – when it’s a family business there are emotional factors to consider too.

Trusts and Estates

Estate planning and the use of trusts offers flexible options to help you preserve your wealth and pass on assets.

Our Trust & Estate team can help you:

  • Preserve and protect assets.
  • Transfer assets to future generations.
  • Plan inheritance tax.
  • Plan for school and nursing home fees.

Thinking of selling your business or need help planning your future?