After the sale


Building and selling your business was challenging, but your goals provided focus and energy. So what will you do next?

Whether you are a serial entrepreneur or planning a more relaxed future, managing and protecting your wealth will require increased focus and attention.

We are uniquely positioned to help, bringing together a range of tax planning, investment management and financial planning services to help you coordinate and manage your personal and family affairs.

Some questions for you to consider...

  • Have you minimised your tax exposure on the sale?
  • Do you need to think about a family trust?
  • Are you maximising the returns on your cash?
  • Do you have a clear investment strategy?
  • Is there scope for tax efficient investment?
    What about inheritance tax planning?
    Do you have the right advisers?

By necessity, this briefing can only provide a short overview and it is essential to seek professional advice before applying the contents of this article. This briefing does not constitute advice nor a recommendation relating to the acquisition or disposal of investments. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. Details correct at time of writing.

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