As the owner of a successful unquoted company, you are probably used to receiving advice about the company’s business plan.  But what about your plan?  As a business owner you need to look carefully at your own long-term strategy – and to plan early.

Some of the issues you may be facing:

• How do I maximise the value of my shares as well as my personal assets?
• My personal aims and objectives have changed from when I first became a shareholder, and other shareholders in the business have different aims.
• I need to start planning my succession, exit and retirement strategies.
  The Government and HMRC are hardening their attitude towards tax planning  as well as introducing higher rates of tax for high earners, I don’t want to lose my wealth to the taxman.

For more information on how we can help you with your tax needs contact our Tax Partner Anne-Maree Dunn on 01727 838 255.