Succession Planning and Inheritance Tax
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.
