Insights

Succession Planning & Exit

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February 4, 2025

6 Key tax planning strategies for 2025 – IHT


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Changes announced in the Autumn Budget will have a significant impact on business owners and farmers from April 2026. Find out how to minimise your IHT bill in 2025 here.

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Saving CGT 2025
January 14, 2025

6 Key tax planning strategies for 2025 – CGT


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With a significant increase to the lower rate of Capital Gains Tax (CGT) from 2024 and beyond, business owners need to consider when to sell their business. Doing so sooner could save considerable Capital Gains Tax.

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October 25, 2024

How will the Autumn Budget affect business owners exit and retirement plans?


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With the new Labour Government’s first Budget due on 30 October, we look at the changes that could be announced that may affect business owners and their exit and retirement

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September 20, 2024

Family investment companies


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The concept of the family investment company (FIC) is more in vogue in recent years. We have been assisting a number of clients with such structures, to engineer sensible capital and income tax planning strategies.

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September 13, 2024

10 steps to get your business exit ready


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Many business owners still don’t allow themselves enough time to properly prepare for their exit or consider fully all of their exit options. Let’s dive into this.

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August 30, 2024

Achieving a tax efficient business exit


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For a tax efficient exit, you need to plan years ahead to reap the benefits. Let’s look at some of the taxes and tax reliefs you need to consider.

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July 26, 2024

Key challenges for family businesses and how to overcome them


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Family businesses come unique challenges that can affect business decisions. There are many common challenges that can face family businesses today.

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July 5, 2024

Is an MBO right for your business?


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For many business owners a Management Buyout (MBO) can be the right exit strategy. However, an MBO takes expertise and planning. You need to put the foundations in place long before you want the MBO to happen.

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April 15, 2024

How much does retirement cost?


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New research has put some surprising numbers on the income needed in retirement.

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March 22, 2024

How do I increase the value of my business?


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Understanding what your company is worth is a core consideration for many business owners as its value will have a considerable effect on your own future plans.

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January 22, 2024

Getting a head start: retirement planning attitudes in 2023


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A survey of 6,000 people, aged 18 to 80, revealed starkly different views on retirement across the generations.

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Exit Strategy
January 5, 2024

Exit Strategies: a Business Owner’s guide to exit strategy options


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A business exit strategy is a strategic plan that business owners use to leave or sell the business. Understanding the types of exit strategies available and the most suitable one for you is a crucial part of succession planning.

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