Exit Planning

We have experience working with business owners to help them plan for future transactions and business exits. By reviewing shareholding histories and the nature of a transaction we are able to assist with;

• Structuring shareholdings to ensure that profits are subject to Capital Gains Tax relief rather than Income Tax and National Insurance Contributions.
• Maximising reliefs such as Business Disposal Asset Relief (formerly 'Entrepreneurs' Relief')
• Understanding the tax treatment of different types of consideration including cash, shares, loan notes, rights to future known or unknown amounts.
• Review legal documentation to suggest improvements from a tax perspective