Succession planning that protects what you built.
We help owners and families plan the tax and structure of passing on or selling a business, well before the event.
Whether a business passes to the next generation, to management or to a buyer, the tax cost depends on decisions made years earlier: how the company is held, who owns what and which reliefs the owners will qualify for.
We plan succession and exit together with the corporate finance team, so the tax, the timing and the commercial outcome are considered as one plan.
What we advise on
- Family succession and gifting strategies
- Capital Gains Tax and Capital Acquisitions Tax planning
- Reliefs such as Retirement Relief, Revised Entrepreneur Relief and Business Relief, where available
- Share and holding company restructuring
- Extracting value from a company
- Planning for an exit by sale or buy-out
Who this is for
- Owners and families planning to pass on a business
- Founders preparing for a sale in the next few years
- Shareholders considering a restructuring ahead of an exit
When should I start planning succession?
As early as you can. Several reliefs have conditions that take years to satisfy, and restructuring is far easier before a buyer or successor is involved.
What reliefs are available when selling or passing on a business?
Depending on your circumstances there may be relief from Capital Gains Tax on a sale or gift, and relief from Capital Acquisitions Tax on gifts and inheritances of business assets. Each has strict conditions and limits that change over time, so take advice before you act. This is general information, not advice on your situation.
Can I give the business to my children tax-efficiently?
Sometimes. The outcome depends on the type of asset, its value, the relief conditions and how both the giver and the receiver are placed. We model the options before any decision.
Do you also advise on the sale itself?
Yes. Our corporate finance team can run the sale while our tax team plans the structure.
This page is general information and is not advice. Speak to an advisor about your circumstances before acting.
