Selling a company or a major shareholding has implications beyond the deal itself. For many of our clients it has been a life-changing event, one which they may only get one shot at getting right.
We help shareholders work out how much they need to achieve the things that matter: early or part retirement, helping their children and that sailing trip they’ve always wanted. Having a goal that is more than just a number– because let’s face it, it could always be higher – keeps things rational, facilitating swift completions.
Selling a business is also about the future of a family. We advise on how to replace company benefits – life, critical illness and private medical cover. We will plan and invest to protect and grow wealth, in order to achieve longer term objectives.
Our advice includes Business Property Relief, Entrepreneur’s relief and Capital Gains Tax. We will also work with you to advise clients on the suitability of Family Investment Companies, Private OEICs and EIS schemes.