Succession Planning
As business advisers, Clevermoney’s aim is to make sure your wealth, whether in personal or business name, will transfer to the right hands in the most Tax-Efficient manner possible.
As business advisers, Clevermoney’s aim is to make sure your wealth, whether in personal or business name, will transfer to the right hands in the most Tax-Efficient manner possible.
Business is good, there is some money in the bank, but the blood pressure is up, and the Doctor has suggested you look at working part-time or Retiring. Am I missing opportunities?
Next, you are spending more time on the Golf course than in the office, but your son and the other executive are annoyed at having to track you down to make major decisions.
When is it the right time to pass on your business? Should you make a plan in case:
As business advisers, Clevermoney’s aim is to make sure your wealth, whether in personal or business name, will transfer to the right hands in the most Tax-Efficient manner possible. You have spend too long building up your business, made sacrifices along the way, so should not have to give too much back to the Taxman.
We provide instant pensions
Address
Curragh View House,
Ballinagar,
Tullamore, Ireland, R35XF38
Phone
(057) 935 0079
info@clevermoney.ie
Opening Hours
Mon to Fri 9am to 6pm
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Ask us anything, we’d love to answer!
Charterhouse Private Clients Ltd t/a Clevermoney was set up in 2006 by Joe Carroll, a former Bank Manager. He has more than 20 years’ experience in Insurance, Pensions, Mortgages and Financial Services, both in Ireland and in the UK. The Company now has a team of experienced and skilled Financial Advisers to help you with almost any aspect of Financial Planning.
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