Pre-sale planning
How to maximise tax relief and manage future wealth
Entrepreneurs and business owners should start their exit journey with holistic planning which considers not only the sale event, but their long-term aspirations and wealth needs beyond the transaction. Long-term planning will drive the design of an appropriate structure that will facilitate the sale of the business, enabling shareholders to hold and protect their wealth for the benefit of future generations.
This planning phase is vital to ensure that the exit event itself is tax efficient and that available tax reliefs are maximised.
We have identified several planning areas which could help achieve a tax efficient sale and a post-transaction holding structure that achieves the wealth protection and succession objectives of the business owners. These areas for consideration are not mutually exclusive, therefore an entrepreneur may consider and pursue several areas.