Succession Planning

Passing on a business, retiring, making a will all trigger tax issues. Advice should be obtained to get the best results.

We can assist with company re-organisations, share buyouts and buybacks, liquidations and wind downs. We can advice sme’s and trades on how to structure a succession plan when passing on their life assets.

Types of Clients we help:

  • Registered Unlimited Businesses – Individual Sole Traders, Consultants, Contractors, Tradesmen
  • Limited Companies, Partnerships, Trustees