Insights

Succession Planning & Exit

Image
June 22, 2026

More caught in the net of IHT property valuations


Categories:

The number of property valuations challenged by HMRC has risen by more than a fifth over the past year.

Read More
business propoerty & assets
December 23, 2025

Inheritance tax thresholds raised: What it means for business owners & farmers


Categories:

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.

Read More
Image
October 1, 2025

Tax planning strategies for 2025 – CGT


Categories:

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.

Read More
IHT
September 1, 2025

Tax planning strategies for 2025 – IHT


Categories:

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.

Read More
Image
April 8, 2025

Barnes Roffe has acted as lead corporate finance advisor on the sale of Introland Limited


Categories:

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.

Read More
Image
April 1, 2025

Tax planning strategies for 2025 – Succession planning and Employee Ownership Trusts (EOTs)


Categories:

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.

Read More
Image
March 11, 2025

Tax planning strategies for 2025 – Tax efficient profit extraction


Categories:

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.

Read More
Image
October 25, 2024

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


Categories:

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

Read More
Image
September 20, 2024

Family investment companies


Categories:

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.

Read More
Image
September 13, 2024

10 steps to get your business exit ready


Categories:

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.

Read More
Image
August 30, 2024

Achieving a tax efficient business exit


Categories:

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.

Read More
Image
July 26, 2024

Key challenges for family businesses and how to overcome them


Categories:

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

Read More

Search by