For many company directors and business owners, an exit plan involving the sale or transfer of their business will have different tax and financial outcomes depending on how it is structured.

As trusted business and financial advisors, we provide holistic and tax-efficient solutions to clients which are designed to align their business goals with their long-term personal financial plans. We can assist you with the following:

• Capital gains tax (CGT) planning including eligibility for Retirement or Entrepreneurial reliefs
• Structuring the sale of a business or transfer to children or other family members
• Capital Acquisition Taxes (CAT) thresholds and reliefs available to children
• Structuring the transfer of a business to Children
• Pension planning and retirement funding
• Tax residency
• Estate planning, gifts and inheritances to children and other family members
• Estate and trust tax compliance
• Revenue audits and aspect queries