Tag Archives: Passing on your company

Passing on your Company – Excess Investment Assets – Part 1

We are in the thick of tax return season for 2020. It’s the final countdown to the 17th of this month. The Beyonce song “Irreplaceable” comes to mind. “To the left, to the left. Everything you own in a box to the left” We use a Kanban flow chart to organise all the clients. We

Passing on the family business – Part 2

We are back after taking 2 weeks off and we hope you enjoyed your holidays. In our most recent blog, we looked at passing on the family business. We discussed how important it was to get a proper valuation of your company. We then went on to look at an example of a way to

Passing on the family business – Part 1

Last week we spoke about some tax tips when purchasing a buy to let property. If you didn’t get a chance to read that click here. This week the inspiration for our blog is a conversation we had. It was with a potential client about passing on his business to the next generation. What struck

Selling or passing on your company – Is your shareholding right?

Shareholding & Tax implications This topic has come to light on a number of occasions in recent months based on the projects we have been involved with and meeting with prospective clients who are planning for exit. The purpose of this blog is to highlight some of the issues we have seen for shareholders and