Planning your Successful Succession – IHT and Business Succession Planning

When planning your exit from the business, it is important to consider both business succession and Inheritance Tax Planning (IHT).

Business succession planning is the strategic process of identifying the future leaders of your business, those who will take over when current leaders step down.

Inheritance Tax Planning (IHT) is the process of identifying and developing ways to pass your personal assets on to the next generation in the most tax efficient way.

How we can help

Throughout the month of October, we are hosting local events in many of our locations across the UK.

At these events, our expert advisors will highlight the importance of succession and Inheritance Tax Planning for your business and your personal finances and how to strategise for maximum results.

They will also take you through the key consideration when implementing a plan and provide tax advice on company sale, reviewing your entrepreneur’s relief pre-sale and how you can plan and invest your personal finances post-sale.

We will also cover:

  • Selling the company to a third party
  • Forms of consideration
  • Entrepreneurs’ Relief
  • Management buy out
  • Share schemes
  • Employment related securities
  • Gift and selling shares to family
  • Company purchases of own shares
  • Family trust

Get in Touch

If you would like to join us at one of our local events, please find additional details and sign up information below.

If you are unable to join us at one of our local seminars, we will be holding a free live webinar in November (dates will be released in the coming weeks).

 

Locations

Milton Keynes  – Tuesday 15th October 2019 - Sign up here

Poole - Thursday 17th October 2019 - Sign up here

Edinburgh – Tuesday 29th October 2019 - Sign up here

Glasgow – Thursday 31st October 2019 - Sign up here

Sutton - TBC

Liverpool - TBC

If you’d like to find out how our team of experts can help, please complete the form below.

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Want to know more?

Related Pages

Success to Succession header

How to plan for Successful Succession

Succession planning is the strategic process of identifying the future leaders of your business; those who will take over when current leaders step down.

Private Client

Private Clients

Whatever your stage of life, career path or goal, our aim is simple – to help you achieve your personal financial ambitions, in a tax efficient and compliant way.