Services
Exit strategiesRisk reward premium
We understand from our clients whether they’re structured as a Sole Trader, Partnership or Limited Company the desire to take as much of the profits or obtain the best possible sale price as possible and be rewarded for years of hard work and sacrifice is a key objective while running and subsequently selling your business.
Many Business owners consider the sale proceeds of their business or its assets to be their pension and source of retirement income.
We call this the Risk Reward Premium. Put simply, you deserve a premium for the risk you’re taking in running your own business. We’re here to help you achieve this and other important objectives you may have and plan tax efficiently along the journey to retirement.
Risk reward premium
What it can do
We’re here to help you achieve this and other important objectives you may have and plan tax efficiently along the journey to retirement.
Retirement planning
Tax efficiently withdraw profits from the company before retirement
Reduce tax
Reduce the rate of tax on the business at point of sale versus leaving profits in the company which are considered assets at sale
Selling protection
Guard against the potential of either not being able to sell your business at all or for the amount you expect or need
Tax Efficiency
Generate other income sources to tax efficiently draw retirement income if you pass or gift your business to the next generation
Articles of Association
Ensure your Articles of Association do not restrict how your business can be sold or at undervalue
Shelter capital
Use your pension to shelter capital and tax efficiently withdraw profits from your business whether you are a Sole Trader, Partnership or Limited Company
Inheritance Tax Relief
Set assets or your business against the Inheritance Tax Reliefs available should you pass away before or after retirement, saving up to 40% tax
Value preservation
Make sure you have the necessary protection in place so that the value of your business is preserved for your chosen beneficiaries if you pass away before retirement
Third party protection
Protect your business from third party(ies) or unsuitable members joining and having a say in how the business is run (including profits and how they’re paid) in the event that partners or shareholders cannot receive their share of the value of the business should you pass away before retirement