10%
Reduce your CGT liability to as little as 10%
Passing on to the next generation
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Setting up a trust
Putting your exit proceeds into a trust for your children can help protect your money and your family
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Selling your business to employees
Why transferring shares to an Employee Ownership Trust can be a tax-efficient way of extracting capital
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Should you save or invest?
Once you’ve sold your company, should you save your new-found wealth in the bank or build an investment portfolio?
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Investing the proceeds of exit
When you come to sell, what will you do with the money you make?
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Inheritance tax essentials
When you sell your business you may end up with more money than you've every had before. But above certain limits estates are taxed at 40% when you die, which could mean much of the money ends up with HMRC instead of your family, unless you start planning to limit your liability now. Your St. James's Place Partner will be able to give you the advice you need.
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Passing on the proceeds
Sharing the money from a business sale with your kids could be the perfect Christmas present, but you’ll need to plan the gift carefully
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What is your business worth?
We look at three factors which could affect the value of your company, so you can address these and improve.
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Six ways to manage wealth
How best to protect, utilise and enjoy the proceeds from selling your business
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Five telltale signs it’s time to exit
The clues and triggers that suggest entrepreneurs should consider walking away from the business they created
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Succession Planning
Succession planning is critical to the long term success of any business. Put your plans to the test.
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The generation game
Running a family business has its challenges, especially when it comes to handing the reins to the next generation
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Making Tax Digital – an update
The Government's Making Tax Digital project is intended to simplify tax for businesses and HMRC. But will it succeed?
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Safeguarding your legacy
Many business owners fail to consider the need to maximise value and minimise liabilities for their heirs
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Plan your exit early
Planning early for the sale of your business can help you maximise reliefs and preserve your wealth
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Can your children run your business?
The issue of succession in family businesses is becoming ever more complex. How can you ensure that the legacy of your venture is secure?
DNA of an entrepreneur
Business leaders can be defined by the issues they are juggling. Click on one of these hexagons to read more about a topic that is key to our entrepreneurial clients
Start-up
Improving cashflow
Managing the risk to my business
Rewarding my employees
Incentivising senior management
Raising capital tax efficiently