Question 1

How do I tax efficiently extract profits from the business?

Accepted Answer

Deciding how to take money out of your business is no small task. Balancing salary with dividends, understanding the timing, and trying to minimise taxes – it can feel overwhelming. Every business situation is unique, and the choices you make can significantly impact your personal and business finances. It's not just about the numbers, but also about finding what fits best with your long-term goals and immediate needs. We know the challenges you face and are here to guide you through them

Question 2

How can I plan for a successful business succession or exit?

Accepted Answer

Exiting or transitioning a business isn't just about picking a date on the calendar. It's a journey that involves understanding the real value of your business and ensuring it's in the right hands when you're ready to step aside.

Have you thought about who might take over? It might be family, or perhaps an external buyer. And then there's the question of how you transition - a slow handover or an outright sale?

But it doesn't stop there. Tax implications can be a minefield. Getting it wrong could cost you significantly, impacting the financial freedom you've worked hard to achieve.

We know it's a lot to think about, and that's where we come in. Let us guide you through these complexities, ensuring you have a tailored exit plan that aligns with both your personal and business goals.

Question 3

How can I protect my business and family if something happens to me?

Accepted Answer

It's natural to worry about the future, especially when both your business and loved ones depend on you. Imagine if something unexpected happened - would your business continue to thrive? Could your family maintain their lifestyle? These are heavy questions.

You might need to ponder over:
 • The repercussions if a vital team member, perhaps you, suddenly couldn't contribute to the business.
 • How your shares in the business would be managed or purchased and by whom.
 • Crafting a roadmap for your business' future leadership.
 • The weight of business debts on your family's shoulders in your absence.

Navigating these uncertainties can be complex. But here's where we come in. Our expertise is in distilling these challenges into a solid protection plan, ensuring your business remains robust and your family secure.

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