As the owner of a successful unquoted company, you are probably used to receiving advice about the company’s business plan. But what about your plan? As a business owner you need to look carefully at your own long-term strategy – and to plan early.
Some of the issues you may be facing:
- How do I maximise the value of my shares as well as my personal assets?
- My personal aims and objectives have changed from when I first became a shareholder, and other shareholders in the business have different aims.
- I need to start planning my succession, exit and retirement strategies.
- The Government and HMRC are hardening their attitude towards CGT planning and, in particular, IHT planning, and I don’t want to lose my wealth to the taxman.
A review of your tax planning strategy
How about an initial meeting of an hour, free of charge and without obligation? This broad discussion would cover your long-term strategy relating to your:
- shareholdings
- commercial investments
- personal assets.
There will be a particular emphasis on the tax implications of the proposed strategies, highlighting pitfalls and opportunities and identifying tax-effective solutions where necessary.
You will achieve a clearer vision of your objectives and of the different strategies to achieve them. More importantly, we will help you to implement your chosen strategies and we will add value to your long-term personal tax planning.
Succession planning or significant corporate restructuring can release tensions by allowing different individuals to pursue different interests. It can also secure valuable tax advantages especially relating to capital gains tax and/or inheritance tax. Here are some examples of what Shareholder Focus can do:
Worried about losing swathes of your commercial investments or personal assets to the taxman?
- You might need to consider some form of corporate restructuring
- It might also be advisable to use a trust of one type or another to protect assets and to reduce or eliminate the impact of tax on the value of the estate.
Are you contemplating a share sale?
- There is likely to be a grooming process (which may extend over several years) to prepare a business for a trade sale or flotation or for a management buy-out.
- We would be able to help you consider the impact of tax at every stage of the implementation process and beyond.
Do you need to extract value from your business?
- We could devise an on-going, tax-effective salary or dividend strategy
- We could also arrange for a disposal of some or all of the shares held.
CONTACT US:
Brian Williams
DDI: 020 7549 8053
Email: online form
John Hiddleston
DDI: 020 7549 8057
Email: online form