Retirement and Exit Planning
Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.
If you are in business, the first thing you need to consider is your exit strategy.
Will you withdraw from the business, leaving it for the next generation, or will you hope to sell the business? If you intend to hand the business over, do you have a workable succession plan? If you intend to sell, how will you value the business, find a suitable buyer, etc.? Are you aware of all the tax implications of the timing of disposals?
We can help you and recommend solutions tailored to your particular needs.
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Lucy Orrow qualifies as Trust and Estates Practitioner (TEP)
We would like to congratulate our Senior Tax Manager Lucy Orrow for successfully completing her STEP Diploma in Trusts & Estates and qualifying as a Trust and Estates Practitioner (TEP). Members of STEP include the most experienced and senior practitioners in the...
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Lucy Orrow qualifies as Trust and Estates Practitioner (TEP)
We would like to congratulate our Senior Tax Manager Lucy Orrow for successfully completing her STEP Diploma in Trusts & Estates and qualifying as a Trust and Estates Practitioner (TEP). Members of STEP include the most experienced and senior practitioners in the...
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