In reviewing your finances, we consider your desired standard of living after retirement
If you have enough assets, investments and pension provision to enable you to reach a level you are comfortable with. We work with your solicitors to advise on the most tax efficient retirement strategy, with a particular focus on minimising inheritance tax. This may involve the setting up of a trust or issuing shares for the succession of your owner managed business.
We place your interests at the heart of the work we do.
Should you wish to sell your business, we ensure that your company valuation reflects the level of commitment and dedication that develops a start-up venture into a successful company. We can also help you to find a buyer for your business and plan your exit strategy.
we have significant experience in retirement strategies and inheritance tax planning.
We have long-standing relationships with numerous owner-managed businesses, which allow us to understand their priorities and how they wish their business to continue after they have retired.
Looking For Help?
If you would like to know more about the accountancy services that we can offer, then please do not hesitate to get in contact with us today.
We would love to hear from you.