Your business needs advice that reflects the stage of its development and the commercial situation. As your financial partner we are here through all these stages, whatever the situation, and our services are tailored for the specific requirements of your business.

Complying with regulation is vital but our partnership is about much more than just compliance, it is about maximising the success of your business.

Running a business effectively requires good decision-making and our services provide you with the management information to make the right decisions.

Our services of Accounts and Audit, Bureau Outsourcing, Business Advisory, Tax Solutions, Wealth Management and Wills and Trusts provide you and your business with all the support that you need when you need it. 

It is never too early to prepare for exit/succession and we are always ready to advise well in advance on the best planning for your particular business. If you are looking to prepare for a sale by way of Trade Sale, Share Sale, Flotation, Management  Buy Out or by sale to other Third Parties, we can prepare a full valuation of your business for you. We can also assist in obtaining finance for potential buyers and Strategic Planning in order to maximise the sale value.

We can prepare cash flows and projections for any potential buyers.

We will ensure that you are ideally placed to use the maximum Income Tax and Capital Gains Tax reliefs upon disposal of your business. We can also look at more tax planning strategies to help mitigate the tax on disposal.

Particularly if the sale of the business is to be your final transaction before retirement, it is vital to ensure that your pension provision together with the sale proceeds from the business provide for you in your retirement as you expect them to. Our Wealth Management experts can help you throughout the life of your business in this respect and can also help ensure that the investment of your sale proceeds suits your requirements as efficiently as possible.

We will also look at protecting the proceeds of your business sale from the taxman from an Inheritance Tax viewpoint. By using our suite of Wills & Trusts, we can protect your assets for many generations to come.

 

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