Personal services
Retirement Strategies
Everyone hopes to maintain a suitable level of income in retirement.
Succession planning
There are many options open to the small business owner to get the most out of their business, both for themselves in retirement and for other stakeholders such as family members or key employees.
A careful exit strategy can ensure the retiring owner receives good value for the business to fund their retirement, while the business continues after they have left.
Business sale
If you wish to sell your business, we can advise on how best to achieve this. We will also value your business for you and advise on the potential tax liabilities arising from the different sale options.
Related services
All servicesPersonal Tax PlanningPlanning across income tax, capital gains tax and inheritance tax, fully within the law.Find out moreSelf AssessmentYour tax return prepared, checked for savings and submitted, with HMRC liaison as your agent.Find out moreProbate ServicesICAEW licensed non-contentious probate and estate administration, from first meeting to estate accounts.Find out more
Let's talk about what you need.
Every new client starts with a free initial consultation, at whichever office suits you best.