Jun. 30, 2026
Succession Planning & Exit
June 22, 2026
More caught in the net of IHT property valuations
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The number of property valuations challenged by HMRC has risen by more than a fifth over the past year.
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December 23, 2025
Inheritance tax thresholds raised: What it means for business owners & farmers
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From April 2026, the Agricultural Property Relief (APR) and Business Property Relief (BPR) thresholds will rise from £1 million to £2.5 million. This will allow spouses or civil partners to pass on up to £5 million of qualifying assets before inheritance tax becomes due.
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October 1, 2025
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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September 1, 2025
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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April 8, 2025
Barnes Roffe has acted as lead corporate finance advisor on the sale of Introland Limited
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Barnes Roffe LLP has acted as lead Corporate Finance Advisor on the sale of Introland Limited to Kingley Holdings, a family-run investment company. Read more.
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April 1, 2025
Tax planning strategies for 2025 – Succession planning and Employee Ownership Trusts (EOTs)
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Several changes were announced in the Autumn Budget that affected business owners’ succession planning. Find out how changes to EOTs, IHT, Pensions, Trusts and CGT could affect your succession plans.
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March 11, 2025
Tax planning strategies for 2025 – Tax efficient profit extraction
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In recent years, the changes in Corporation Tax rates, National Insurance, tax-free dividend allowance and dividend tax rates, has altered the advice each business owner requires to ensure their company profits are extracted in a tax-efficient way.
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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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