As businesses grow and evolve it is vital to ensure that the appropriate structure is in place to ensure that tax efficiency is maximised. Sole traders and Partnerships often need to consider the benefits of incorporating the business.

For business owners who trade using a company and have acquired passive investment assets it is often necessary to put structures in place to ensure that these non-trading assets do not impact or hinder their entitlement to claim retirement or entrepreneurship reliefs at a later stage.

Where a sale of the business, hive out of trade or assets or a transfer of shares to children is contemplated it may be necessary to put new ownership structures in place in advance to optimise the tax and financial outcome.

We work with clients to ensure that their ownership structures are assessed and reviewed on an ongoing basis to ensure that it is fully aligned with their business and financial goals.