Financial Planning

Financial Planning

A full financial planning service for those clients who wish to have the very best, technical and professional advice

Exiting your business

This is often an emotional time with many aspects to consider. Not only the prospect of parting with something you have worked hard to grow but what the future holds. Company sale proceeds come with their own issues of sustainability, tax efficiency and passing it to future generations. However, by carefully planning your exit early on it can provide you with increased opportunities and the flexibility.
    • Management buy-out
      Your current management can help facilitate exit with pension planning
    • Tax efficient investment
      Proactively invest sale proceeds reducing your tax position on exit
    • Income planning
      Planning your future income in an efficient manner
    • Inheritance tax planning
      Flexible options to pass on your estate
    • Holistic advice
      Advice and administration of holistic pension and wealth planning
    • Trusted adviser
      Collaborating with your trusted adviser team for your best outcome

    Exit planning brings many options and considerations to the forefront and these are often outside the business itself. Planning ahead gives you the ability to create the most flexible and efficient plan for you to enjoy a harmonious transition.

    • Raising finance – Use pension planning to provide some of the funding to facilitate an exit. This not only assists the exit but creates an investment for the pension schemes involved and retains more of the future returns rather than paying away interest payments.
    • Minimising Tax – Utilise tax efficient structures to create a wealth management proposition that not only mitigates tax on exit but also provides a tax efficient income for you and your family in the future.
    • Protection – Ensuring the appropriate cover is in place not only to protect your interests on the lead up to your exit but also for those taking on your business.
    • Minimising Inheritance tax – Take advantage of the various planning opportunities which provide you with the flexibility to enjoy your wealth whilst being safe in the knowledge your loved ones have been provided for when you are no longer here.

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